Cisco reported Q4 FY25 results on August 13, 2025, with revenue increasing 7.6% year-over-year. Net income rose to $2.82 billion, or 71 cents per share. AI infrastructure orders from web companies reached $800 million in Q4, bringing the total for fiscal 2025 to over $2 billion, more than double the company's initial goal.
Networking revenue was up 12% to $7.63 billion, exceeding StreetAccount estimates, while Security revenue totaled $1.95 billion, up 9%. CEO Chuck Robbins noted that about $1 billion of the fiscal year's AI orders were earmarked for back-end networks connecting graphics processing units.
For Q1 FY26, Cisco forecast adjusted earnings per share between 97 cents and 99 cents on revenue of $14.65 billion to $14.85 billion. The company also provided full fiscal year 2026 guidance, expecting adjusted EPS between $4 and $4.06 and revenue between $59 billion and $60 billion, incorporating assumptions regarding current tariffs and exemptions.
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