earnings
confidence high
sentiment positive
materiality 0.85
Cisco Q3 revenue $14.1B (+11% YoY), GAAP EPS $0.62 (+35%), product orders up 20%
CISCO SYSTEMS, INC.
2025-Q3 EPS
reported $1.91
vs consensus $0.99
▲ beat
(+92.0%)
- Non-GAAP EPS $0.96 (+9% YoY), above guidance; GAAP net income $2.5B (+32%).
- Product orders up 20% YoY; AI infrastructure orders from webscale customers exceeded $600M.
- Q4 FY25 guidance: revenue $14.5B–$14.7B, non-GAAP EPS $0.96–$0.98; FY25 revenue $56.5B–$56.7B.
- Dividend declared $0.41/share, payable July 23, 2025; returned $3.1B to shareholders via buybacks and dividends.
- Security revenue up 54%, Observability up 24%, Networking up 8%. RPO $41.7B (+7%).