Cisco posts strong quarter thanks to AI infrastructure
Briefly

Cisco achieved fourth-quarter revenue of $14.7 billion in 2025, an 8 percent increase. AI infrastructure orders from webscale customers more than doubled targets, indicating a significant opportunity for the company. Cisco's full fiscal year revenue was $56.7 billion, a 5 percent annual increase. Operating cash flow grew 30 percent to $14.2 billion. The Americas region saw 9 percent growth, while product revenue increased by 10 percent, with strong results from the Networking category. The company holds $16.1 billion in cash and investments, ensuring a solid foundation for growth.
Cisco reported revenue of $14.7 billion for the fourth quarter of 2025, an increase of 8 percent compared to last year. This growth is largely attributed to a rise in AI infrastructure orders from webscale customers, which exceeded initial targets. CEO Chuck Robbins noted this points to a 'massive opportunity' as the company leads the architecture shift for the AI era. Cisco's total revenue for fiscal 2025 reached $56.7 billion, up 5 percent, with operating cash flow increasing by 30 percent to $14.2 billion compared to fiscal 2024.
The company outperformed its expectations in the fourth quarter, with revenue, gross margin, and operating margin at the high end of guidance, and earnings per share exceeding predictions. Cisco remains focused on strategic investments in innovation to drive sustainable, profitable growth. Product revenue rose 10 percent, while services stayed flat. The Americas region saw a 9 percent growth, while EMEA and APJC grew by 4 percent and 7 percent, respectively. Networking led product categories with a 12 percent growth.
Read at Techzine Global
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