Cisco Reports Narrow Earnings Beat, Issues Inline Forecast for FY2026
By Jordan Novet | August 13, 2025
Cisco reported results for Q4 2025, narrowly exceeding analysts’ expectations. Revenue reached $14.67 billion, beating the $14.62 billion estimate, while adjusted earnings per share came in at 99 cents versus 98 cents expected.
Quarterly Highlights
- Revenue up 7.6% YoY, net income $2.82B (71¢ per share) vs $2.16B (54¢) last year
- Networking revenue: $7.63B (+12%)
- Security revenue: $1.95B (+9%)
- Forecast for Q1 FY2026: EPS 97¢–99¢, revenue $14.65B–14.85B
- Full-year FY2026 forecast: EPS $4–4.06, revenue $59B–$60B
AI Infrastructure & Partnerships
CEO Chuck Robbins highlighted strong AI infrastructure demand from major web companies, with quarterly orders reaching $800M and total FY2025 AI sales exceeding $2B. Cisco joined the Stargate data center initiative alongside OpenAI, SoftBank, Microsoft, and BlackRock. New switches and routers were introduced to handle AI workloads.
FAQ
Did Cisco beat earnings expectations?
Yes, Cisco’s Q4 2025 earnings per share were 99¢ versus 98¢ expected, and revenue slightly beat projections at $14.67B.
What is Cisco’s forecast for FY2026?
Cisco expects adjusted EPS of $4–4.06 and revenue of $59–60 billion for FY2026.
How much did Cisco earn from AI infrastructure?
Cisco’s AI infrastructure orders reached $800 million in the quarter, with total FY2025 AI sales exceeding $2 billion.
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