Cisco CEO Chuck Robbins speaks on the Business Roundtable CEO Workforce Forum in Washington on June 17, 2025.
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CIsco reported outcomes on Wednesday that narrowly exceeded analysts’ expectations and issued quarterly steering that was additionally higher than anticipated.
Here’s how the corporate did as compared with LSEG consensus:
- Earnings per share: 99 cents adjusted vs. 98 cents anticipated
- Revenue: $14.67 billion vs. $14.62 billion anticipated
Revenue elevated 7.6% yr over yr within the quarter, which ended on July 26, in accordance with a statement. Net earnings rose to $2.82 billion, or 71 cents per share, from $2.16 billion, or 54 cents per share, in the identical quarter a yr in the past.
Management referred to as for 97 cents to 99 cents in fiscal firsœt-quarter adjusted earnings per share on $14.65 billion to $14.85 billion in income. Analysts surveyed by LSEG had been anticipating 97 cents per share on $14.62 billion in income.
For the complete 2026 fiscal yr, Cisco forecast $4 to $4.06 in adjusted earnings per share and $59 billion to $60 billion in income. The LSEG consensus was for earnings of $4.03 a share and $59.53 billion in income.
“While we have some clarity on tariffs, we are still operating in a complex environment,” Mark Patterson, Cisco’s finance chief, stated on a convention name with analysts.
In the fiscal fourth quarter, Cisco generated $7.63 billion in networking income, up 12%. Analysts polled by StreetAccount had been searching for $7.34 billion.
Cisco’s safety income for the quarter totaled $1.95 billion, up 9% and trailing the StreetAccount estimate of $2.11 billion.
During the quarter, Cisco stated it would collaborate with a partnership to put money into synthetic intelligence infrastructure, alongside BlackRock, Microsoft and different corporations. It joined a Stargate knowledge middle initiative for the Middle East that entails OpenAI and SoftBank. And the corporate launched switches and routers that may tackle AI workloads.
Cisco is within the planning phases on sovereign infrastructure tasks. “
“We haven’t taken any orders from them but,” CEO Chuck Robbins said on the call. “We’ve been within the planning phases with them. They’re clearly working by means of getting the licenses for the GPUs.”
AI infrastructure orders from web companies in the quarter reached $800 million, Robbins said. The total for the 2025 fiscal year was over $2 billion, more than double the company’s goal, he said. About $1 billion of those orders for the fiscal year were earmarked for back-end networks that connect graphics processing units, Robbins said.
Cisco’s AI infrastructure sales pipeline from enterprises is in the hundreds of millions of dollars, he said.
“I do not really feel like AI’s a fleeting pattern,” Robbins stated.
At market shut on Wednesday, Cisco shares are up 19% in 2025, whereas the S&P 500 has gained about 10%.
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