Cisco Reports FY2025 Revenue Growth Over $56B AI Orders Exceed $2B

Cisco Systems reported strong fiscal year 2025 results with revenue reaching $56.7 billion, up 5% year over year, and net income of $10.45 billion. The fourth quarter alone saw $14.7 billion in revenue, an 8% increase, and AI infrastructure orders from webscale customers exceeded $800 million, contributing to over $2 billion for the year, more than doubling the original target. CEO Chuck Robbins highlighted the company's leadership in building critical infrastructure for the AI era, while CFO Mark Patterson noted that revenue, gross margin, and earnings per share all came in at or above the high ends of guidance ranges. Despite challenges from reinstated tariffs impacting profit margins, Cisco's strategic investments in innovation, security, and AI infrastructure have driven robust demand and strong profitability. Market reactions to Cisco's earnings have varied in recent quarters, reflecting mixed sentiment on short-term results amid long-term growth prospects. Cisco's upcoming quarterly earnings calls and strategic integrations, such as with Splunk, are closely watched by investors as the company continues to navigate technological convergence and market dynamics.