Overview

• Cisco reported fiscal Q3 2025 revenue of $14.15 billion, an 11% year-over-year increase, and adjusted earnings per share of $0.96, both exceeding analyst expectations.
• AI infrastructure orders surpassed $600 million in the quarter, bringing the fiscal year total to over $1.25 billion, achieving this milestone a quarter ahead of schedule.
• The company raised its fiscal 2025 guidance, projecting $14.5–$14.7 billion in revenue and $0.96–$0.98 EPS, incorporating the impact of U.S. import tariffs.
• Networking revenue increased by 8% to $7.07 billion, while security revenue surged 54% to $2.01 billion, bolstered by the Splunk acquisition.
• Cisco launched new products during the quarter, including a Webex AI agent for customer service and Ethernet switches featuring AMD Pensando data processing units.