Cisco Excels in AI Infrastructure Orders and Revenue Growth
Cisco exceeded its goal by reaching over $2 billion in AI infrastructure orders for fiscal 2025, surpassing its initial target of $1 billion. The company secured significant orders from webscalers for fiscal 2026, each totaling $1 billion. Expecting exceptional performance, Cisco forecasts a revenue range of $59-$60 billion for fiscal 2026.
Revenue Growth and Strategic Outlook
In the fiscal fourth quarter of 2025, Cisco reported an 8% year-over-year revenue increase to $14.7 billion. Notably, orders for Q4 also rose by 7% from the previous year.
Impact of AI Technology
Cisco received over $800 million in AI infrastructure orders from hyperscaler customers, summing up to more than $2 billion for the year. This substantial growth indicates the company’s strong presence and relevance in advanced technology sectors.
CEO Chuck Robbins emphasized the importance of AI-driven networks for accommodating increased network traffic and security needs. Various sectors witnessed differing order trends, with webscale orders experiencing substantial growth.
Geopolitical Impacts and Tariffs
Cisco is set to benefit from national investments in the U.S., aligning with trade agreements. The company plans to navigate tariff complexities using its operational flexibility and global supply chain.
AI Network Connectivity
Robbins outlined Cisco’s strategic approach to AI connectivity, focusing on three key pillars: hyperscaler infrastructure, enterprise cloud services, and network modernization. The company is geared towards facilitating seamless AI integration and networking operations for its clients.
