Cisco Achieves Record AI Infrastructure Orders and Revenue Growth
In a significant milestone, Cisco surpasses its $1 billion goal for AI infrastructure orders in fiscal 2025 by securing over $2 billion in orders.
The company lands substantial orders from webscalers for fiscal 2026, totaling $1 billion each, indicating a strong start to the year ahead.
Expecting a record year, Cisco anticipates fiscal 2026 revenues to range between $59-$60 billion, building on its successful performance in fiscal 2025.
With revenues up 8% year-over-year, Cisco demonstrates robust growth in its fiscal fourth quarter of 2025, achieving $14.7 billion in revenue.
Notably, orders for Cisco’s Q4 increase by 7% from the previous year, with hyperscalers contributing over $800 million in AI infrastructure orders, totaling more than $2 billion for the year.
Full-year revenues climb by 5% to $56.7 billion from fiscal 2024, and Cisco projects continued growth with fiscal 2026 revenues projected to reach $59-$60 billion.
CEO Chuck Robbins highlights the company’s strong foundation in fiscal 2025, setting the stage for Cisco’s anticipated success in fiscal year ’26.
Robbins emphasizes the critical role of AI agents in network operations, anticipating increased traffic and security demands, leading to major upgrades.
Recognizing $2 billion in AI infrastructure orders from hyperscalers as a testament to Cisco’s technological capabilities and relevance in advanced use cases, Robbins reaffirms the company’s position in the market.
In an evolving tech landscape, Cisco stands to benefit from investments in the U.S., signaling positive market demand and strategic positioning to support local infrastructure projects.
On tariff impacts, CFO Mark Patterson discusses the company’s strategy to navigate complex trade environments, foreseeing minimal effects on operations from existing tariffs and exemptions.
Addressing the AI opportunity, Robbins outlines three key pillars—AI training infrastructure, AI inference, and AI network connectivity—underscoring Cisco’s commitment to modernize and secure network operations in preparation for AI deployment.
As the need for AI inferencing expands, Cisco anticipates rising network traffic levels, emphasizing the importance of network optimization to support increased demands.
