Cisco Sees Record AI Infrastructure Orders and Revenue Growth
In summary, Cisco exceeded its goals for AI infrastructure orders and anticipates a record year ahead. The company reported strong fiscal performance in 2025 and set ambitious targets for 2026.
Cisco surpassed its $1 billion target for AI infrastructure orders in fiscal 2025, recording over $2 billion in orders. In addition, Cisco received significant orders totaling $1 billion each from webscalers for fiscal 2026.
For the upcoming year, Cisco foresees impressive revenues between $59-$60 billion. The company’s fiscal Q4 results in 2025 showcased an 8% year-over-year revenue increase to $14.7 billion.
CEO Chuck Robbins expressed confidence in achieving a robust fiscal year 2026. He highlighted the increasing AI network requirements and significant back-end use cases with advanced customers, showcasing Cisco’s technology relevance.
In the face of a changing tech sector landscape, Cisco aims to leverage domestic investments in the U.S. to expand its connectivity and protection initiatives for capital-intensive investments.
Cisco continues to navigate tariff impacts, with CFO Mark Patterson emphasizing the company’s operational agility to manage challenges effectively.
Robbins elaborated on Cisco’s AI opportunities, focusing on AI training infrastructure, AI inference and enterprise clouds, and AI network connectivity to enhance network operations and AI application deployment.
As Cisco prepares for the future of AI, Robbins emphasized the increasing demand for network traffic management to support ongoing AI interaction across various environments.
