Cisco Reports Exceeding AI Infrastructure Orders Goal
Cisco achieved remarkable success in AI infrastructure orders surpassing its fiscal 2025 goal by reaching over $2 billion. The company secured substantial orders from webscalers for fiscal 2026, amounting to $1 billion each. Expecting record-breaking performance, Cisco projects revenues of $59-$60 billion for fiscal 2026.
In the fiscal fourth quarter of 2025, Cisco delivered exceptional results with an 8% year-over-year revenue increase to $14.7 billion. Notably, Q4 orders surged by 7% compared to the previous year, with more than $800 million from hyperscaler customers contributing to the total AI infra orders exceeding $2 billion.
Full-year revenues grew by 5% from fiscal 2024 to $56.7 billion, and Cisco anticipates fiscal 2026 revenues to fall within the $59-$60 billion range.
CEO’s Perspective
CEO Chuck Robbins expressed confidence in a strong future outlook, noting the significant advancements in AI technology and emphasizing the importance of network upgrades to accommodate rapid traffic growth and evolving security challenges.
Cisco’s success in securing $2 billion in AI infrastructure orders highlights the company’s technological prowess and relevance in serving advanced customers.
Market Insights
Despite a decline in public sector orders, Cisco observed a substantial increase in demands from service providers, cloud customers, telcos, and cable companies. Webscale orders drove remarkable growth with several top customers showing triple-digit order increases.
Global Trade and Tariffs
CEO Robbins addressed the benefits of domestic investments in the U.S. tech sector and highlighted Cisco’s potential to support such initiatives. Regarding tariffs, CFO Mark Patterson mentioned the company’s strategies to navigate the complex tariff environment and mitigate potential impacts on materials.
AI Innovation
Robbins outlined Cisco’s AI strategy focusing on training infrastructure for hyperscalers, AI inference in enterprise clouds, and AI network connectivity. Cisco aims to enhance network security and automation to meet the demands of evolving AI technologies.
