Cisco Posts Record Revenue, Raises Guidance on AI Infrastructure Boom
Cisco Systems (CSCO) reported record quarterly revenue of $15.8 billion, raised full-year guidance, and expects $9 billion in AI infrastructure orders from hyperscalers in FY2026, beating bearish retail sentiment.
Key Numbers
Cisco Systems (NASDAQ:CSCO) reported record quarterly revenue for Q4 of fiscal 2025, beating analyst estimates, as the company capitalizes on AI infrastructure demand. Revenue reached $15.8 billion, up from the same period last year.
Key Financial Results
| Metric | Value |
|---|---|
| Revenue | $15.8B (record) |
| Net Income | Not yet disclosed |
| EPS | Not yet disclosed |
| Expected AI orders (FY26) | $9B |
Highlights from the Release
Cisco said it expects to book $9 billion in AI infrastructure orders from hyperscalers in fiscal 2026. The company noted that demand for advanced networking equipment for AI data centers was the primary growth driver.
Guidance
Cisco raised its full-year fiscal 2026 guidance, though specific numbers were not provided. The $9 billion AI order forecast signals management's optimism about growth.
Impact on Stock
Cisco's stock (CSCO) rose in after-hours trading as investors reacted positively to the news. This comes after retail traders had turned bearish on the stock.
What This Means for Investors
Cisco's results show that the company is benefiting from the AI investment wave, which could boost revenue growth in the long term. However, performance will depend on its ability to convert orders into actual revenue.
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