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2d ago

Cisco Tops Q4 Estimates as AI Infrastructure Orders Double to $2 Billion

Cisco raised its full-year outlook after AI infrastructure orders topped $2 billion despite security sales missing estimates

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Overview

  • The company posted adjusted EPS of $0.99 and revenue of $14.67 billion for fiscal Q4, slightly above analysts’ forecasts.
  • Networking revenue climbed about 12% to $7.63 billion, with product orders rising in the double digits on strong webscale and enterprise demand.
  • Webscale AI infrastructure bookings exceeded $800 million in the quarter, driving fiscal 2025 AI orders past $2 billion—more than twice the original $1 billion goal.
  • Management projected fiscal Q1 adjusted EPS of $0.97–$0.99 on $14.65–$14.85 billion in revenue and raised full-year FY 2026 guidance to $4.00–$4.06 EPS on $59–$60 billion in sales.
  • Security revenue trailed estimates at $1.95 billion, and shares fell about 2% in after-hours trading as investors weighed growth prospects against valuation.