M Mohan(@mukund ):Cisco $CSCO shares rose over 13.6% after hours after reporting $15.3 billion in revenue (up 10%). The standout was Networking revenue, up 21%, indicating that the hardware layer of the AI revolution is finally reaching the enterprise networking level.

M Mohan

@mukund

Long term investor - Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups

Joined March 2007

169 Following 60.1K Followers

M Mohan@mukund

2026.05.13 23:34

Cisco $CSCO shares rose over 13.6% after hours after reporting $15.3 billion in revenue (up 10%). The standout was Networking revenue, up 21%, indicating that the hardware layer of the AI revolution is finally reaching the enterprise networking level.