Cisco Security Revenue Jumps 14% Amid AI Cyberattacks

Cisco's security revenue jumped 14% last quarter, reaching $2.2 billion. This surge comes as the company sees increased demand for products that protect against new cybersecurity threats, especially those involving artificial intelligence agents. Overall, Cisco reported $17.3 billion in total revenue for its fiscal 2026 fourth quarter, an 18% increase year-over-year. What's interesting is that the rise in revenue coincides with more reports of AI being used in cyberattacks. One study found that one in four malicious attacks are now AI-enabled, a 56% increase from the previous year. These breaches are costly, averaging $6 million per incident. The CEO, Chuck Robbins, notes that the expanding threat landscape, driven by agentic AI, creates a unique opportunity for Cisco. The company's entire security portfolio saw double-digit order growth in the fourth quarter, with firewall orders growing over 30%. This shows a growing need for robust security as AI-powered threats become more sophisticated.