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Segment Information and Major Customers
 6 Months Ended
Jan. 24, 2026
Segment Reporting [Abstract]  
Segment Information and Major Customers Segment Information and Major Customers
(a)Revenue and Gross Margin by Segment
We conduct business globally and are primarily managed on a geographic basis consisting of three segments: the Americas, EMEA, and APJC. Our chief executive officer is the chief operating decision maker (CODM). The CODM reviews certain financial information for each segment, to evaluate performance and allocate resources by comparing actual performance to our annual targets. Performance of each segment is measured based on segment revenue and segment gross margin. Sales are attributed to a segment based on the location of the customer.
We do not allocate research and development, sales and marketing, or general and administrative expenses to our segments because the CODM does not include this information in our measurement of performance of the operating segments. In addition, we do not allocate amortization and impairment of acquisition-related intangible assets, share-based compensation expense, significant litigation settlements and other contingencies, charges related to asset impairments and restructurings, and certain other charges to the cost of sales and gross margin for each segment because the CODM does not include this information in the measurement of the performance of our operating segments.
The following summarizes our revenue and gross margin by segment and the significant expenses by each segment (in millions):
Three Months EndedSix Months Ended
January 24,
2026		January 25,
2025		January 24,
2026		January 25,
2025
Revenue:
Americas$8,845 $8,202 $17,834 $16,454 
EMEA4,425 3,855 8,208 7,444 
APJC2,080 1,934 4,191 3,934 
Total$15,349 $13,991 $30,232 $27,832 
Gross margin:
Americas$5,816 $5,545 $11,817 $11,285 
EMEA3,173 2,750 5,895 5,272 
APJC1,368 1,320 2,781 2,648 
Segment total10,357 9,614 20,493 19,204 
Unallocated corporate items(385)(503)(776)(972)
Total$9,972 $9,111 $19,717 $18,232 
Supplemental information about our significant expenses:
Americas:
Cost of sales — product$2,416 $1,877 $4,765 $3,928 
Cost of sales — services612 635 1,251 1,242 
Segment total$3,029 $2,512 $6,016 $5,170 
EMEA:
Cost of sales — product$962 $778 $1,730 $1,602 
Cost of sales — services289 288 583 570 
Segment total$1,252 $1,066 $2,314 $2,172 
APJC:
Cost of sales — product$533 $490 $1,047 $926 
Cost of sales — services179 183 362 360 
Segment total$712 $673 $1,410 $1,286 
Amounts may not sum due to rounding.
Revenue in the United States was $8.0 billion and $7.4 billion for the second quarter of fiscal 2026 and 2025, respectively, and $16.1 billion and $14.8 billion for the first six months of fiscal 2026 and 2025, respectively.
(b)Revenue for Groups of Similar Products and Services
We design and sell Internet Protocol (IP)-based networking and other products related to the communications and IT industry and provide services associated with these products and their use.
The following table presents revenue for groups of similar products and services (in millions):
Three Months EndedSix Months Ended
January 24,
2026		January 25,
2025		January 24,
2026		January 25,
2025
Revenue:
Networking$8,294 $6,850 $16,061 $13,603 
Security2,018 2,111 3,998 4,129 
Collaboration1,054 996 2,109 2,081 
Observability277 277 550 535 
Total Product11,642 10,234 22,719 20,348 
Services3,707 3,757 7,513 7,484 
Total$15,349 $13,991 $30,232 $27,832 
Amounts may not sum due to rounding.