"The company exceeded expectations last quarter with revenue of $14.67 billion and EPS of $0.99, as AI infrastructure orders more than doubled its prior-year target. CEO Chuck Robbins said the company has "established a solid foundation" for its strongest year yet, driven by record webscale orders, early enterprise AI deployments, and refreshed product lines built around its Silicon One platform."
"1. AI Infrastructure MomentumCisco recorded more than $800 million in Q4 AI orders and $2 billion for FY 2025, doubling its initial goal. The company expects ongoing strength from hyperscalers, sovereign AI projects, and "Neocloud" partnerships. Investors will look for updated order trends and timing of revenue recognition from this pipeline. 2. Enterprise Campus Refresh CycleThe launch of Catalyst 9000 smart switches and new AI-ready routers marks the beginning of a multiyear upgrade opportunity across Cisco's vast installed base."
Cisco closed fiscal 2025 with $14.67 billion in revenue and $0.99 EPS while AI infrastructure orders more than doubled the prior-year target, totaling over $2 billion for FY2025 and more than $800 million in Q4. Hyperscalers, sovereign AI projects, and "Neocloud" partnerships are expected to sustain AI order momentum. Catalyst 9000 switches and new AI-ready routers create a multiyear enterprise refresh opportunity across Cisco's installed base. The refreshed security stack and Splunk cross-selling showed 20%+ order growth and 300 new customers, targeting long-term security growth near 15–17%. NVIDIA integration and Secure AI Factory aim to expand on-prem AI deployments.
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