Cisco Q4 Revenue Jumps on AI Demand

(NASDAQ:CSCO) reported fourth quarter fiscal 2025 results on Aug. 13, 2025, posting total revenue of $14.7 billion (up 8% YoY) and non-GAAP EPS of $0.99 (up 14% YoY), with product orders rising 7% year over year and full-year operating cash flow up 30% to $14.2 billion. Major AI infrastructure orders surpassed $2 billion, far exceeding initial targets, and management issued guidance projecting revenue of $59 billion to $60 billion for fiscal year ending July 26, 2026, and non-GAAP EPS of $4.00 to $4.06. Key analyst questions focused on AI order conversion, security growth trajectory, service revenue trends, and the company's strategic partnerships in the AI and silicon ecosystem.

AI infrastructure orders from web scale customers reached a record $800 million in the fourth quarter and over $2 billion for the year, double the original $1 billion target. The AI opportunity encompasses web scale, enterprise, sovereign, and neo-cloud providers, with Cisco positioned through Silicon One, targeted security offerings, and the expanded NVIDIA partnership.

Surpassing the AI orders target validates Cisco’s competitive positioning in the evolving infrastructure market.

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Source Fool.com