Cisco Systems reported a stronger-than-expected quarterly earnings beat, with revenue coming in slightly above projections. The company’s forecast for the new fiscal year was largely in line with estimates.
CEO Chuck Robbins highlighted artificial intelligence-related orders from major web companies, exceeding the company’s goal by more than double. Cisco has also collaborated with partners like BlackRock, Microsoft, and OpenAI to invest in AI infrastructure. The company forecasts $4-4.06 per share in adjusted earnings for 2026 and $59 billion-$60 billion in revenue.
Net income rose to $2.82 billion, or 71 cents per share, from $2.16 billion, or 54 cents per share, in the same quarter a year ago. Cisco’s security revenue increased by 9%, while networking revenue jumped 12%.
The company’s shares are up 19% in 2025, outpacing the S&P 500’s gain of about 10%. CEO Robbins expressed confidence in AI’s growth prospects, stating that he doesn’t feel it’s a fleeting trend.
Source: https://www.cnbc.com/2025/08/13/cisco-csco-q4-earnings-report-2025.html