Cisco Reports Exceeding AI Infrastructure Orders Goal
In summary, Cisco exceeded its AI infrastructure orders goal by achieving over $2 billion in fiscal 2025, surpassing the set target of $1 billion. The company received significant orders in fiscal 2026 and anticipates a record performance with revenues estimated to range from $59-$60 billion.
Cisco’s fiscal fourth quarter of 2025 showed an 8% year-over-year revenue increase to $14.7 billion. Notably, AI infrastructure orders from hyperscalers amounted to more than $2 billion for the year.
Full-year revenues grew by 5% from fiscal 2024 to $56.7 billion, with expectations of fiscal 2026 revenues within the $59-$60 billion range. CEO Chuck Robbins highlighted the establishment of a strong foundation in fiscal 2025 for an even stronger year in fiscal 2026.
During investor calls, Robbins emphasized the increasing capacity requirements due to AI agents performing tasks autonomously. He pointed out the $2 billion AI infrastructure orders as a testament to Cisco’s technology relevance.
Despite a decline in public sector orders, service providers, cloud, telco, and cable customers contributed to a growth in demands. Webscale orders continued to show impressive growth.
Robbins discussed Cisco’s strategic positioning amid geopolitical changes and predictions of benefiting from domestic investments. The company is prepared to handle tariff impacts with its global supply chain.
Moreover, Robbins outlined Cisco’s AI opportunity in training infrastructure, inference, and network connectivity, anticipating traffic levels to rise significantly with the deployment of AI agents and applications.
