earnings
confidence high
sentiment positive
materiality 0.75
Cisco Q2 revenue $14B beats high end; orders up 29% YoY; dividend +3% to $0.41
CISCO SYSTEMS, INC.
2025-Q2 EPS reported
$1.28
revenue$27,832,000,000
- GAAP EPS $0.61 (down 6% YoY); non-GAAP EPS $0.94 (up 8% YoY), above guidance range.
- Product orders up 29% YoY (11% ex-Splunk); AI infra orders $350M in Q2, $700M in 1HFY25.
- Security revenue +117% YoY; Observability +47%; Networking -3%.
- Dividend raised to $0.41/share (3% increase); $15B added to share repurchase authorization.
- Q3 FY25 guidance: revenue $13.9-$14.1B; non-GAAP EPS $0.90-$0.92. FY25 revenue $56.0-$56.5B.