Cisco Sees Record Growth with AI Infrastructure Orders and Strategic Developments
In recent developments, Cisco exceeded its AI infrastructure orders goal, reaching over $2 billion in fiscal 2025. The company also secured significant orders from webscalers for fiscal 2026, foreseeing revenues in the range of $59-$60 billion. During the last quarter of 2025, Cisco’s revenues surged by 8% year-over-year to $14.7 billion, indicating a strong performance.
CEO Chuck Robbins emphasized the increasing importance of network capacity to accommodate rising network traffic and security needs due to the advancing AI technology landscape. With major network upgrades expected, Cisco remains at the forefront of technological relevance.
Despite a decline in public sector orders, Cisco saw a remarkable increase in demand from service providers, cloud customers, and webscale clients, reflecting a positive growth trajectory. The company is well-positioned to capitalize on domestic investments in the U.S. tech sector, fostering further growth and connectivity.
Addressing the tariff impacts, CFO Mark Patterson highlighted Cisco’s strategic approach in dealing with the complex environment, ensuring operational flexibility and efficiency. The company anticipates continued growth in AI opportunities, specifically in AI training infrastructure, enterprise clouds, and network connectivity.
As Cisco adapts to the evolving landscape of AI, Robbins envisions a future where network traffic will continuously rise, necessitating robust network solutions to support the deployment of AI agents and applications.
