Did Cisco's stock indicate anything positive despite slow growth?

Yes, the stock hinted at strong growth in AI orders, which could boost future growth.

Which companies compete with Cisco in AI?

Competitors include Palo Alto Networks (PANW) and Fortinet (FTNT).

Should investors buy Cisco stock based on this analysis?

This analysis does not provide a buy or sell recommendation. Investors should monitor future reports to see if orders convert to revenue.

What Cisco Stock Was Telling You About Its AI Orders

Cisco (CSCO) reported a mere 0.5% revenue growth in Q3 FY2025, painting a picture of a mature tech giant. However, the stock was signaling something else: a surge in AI orders that may drive future growth.

July 22, 2026

2 min read

Source: Trefis

Key Numbers

revenue growth

0.5%

You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.

Details

Despite the sluggish growth, analysts suggest that Cisco's stock was telling a different story. AI orders were growing rapidly, reflecting a strategic shift toward high-growth areas. However, these orders have not yet significantly impacted actual revenue.

Context

These results come amid intense competition in the AI space. Companies like Palo Alto Networks (PANW) and Fortinet (FTNT) are investing heavily. But Cisco, with its vast networking customer base, may be well-positioned to capitalize on growing demand for AI infrastructure.

What This Means for Investors

For investors, the slow revenue growth may indicate that Cisco is still in a transitional phase. But the signals about AI orders suggest the company is gearing up for a new growth phase. Future reports will be key to see if these orders translate into actual revenue.

Frequently Asked Questions

Trailing-twelve-month revenue grew only 0.5%.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.