secwatch.observer — SEC 8-K summary
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Issuer:     CISCO SYSTEMS, INC. (CSCO)
CIK:        0000858877
Form:       8-K
Filed at:   2025-02-12T23:59:59+00:00
Accession:  0001193125-25-025114
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cisco Q2 revenue $14B beats high end; orders up 29% YoY; dividend +3% to $0.41
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/858877/000119312525025114/0001193125-25-025114-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/858877/000119312525025114/d851168d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-025114

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer