secwatch.observer — SEC 8-K summary
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Issuer:     CISCO SYSTEMS, INC. (CSCO)
CIK:        0000858877
Form:       8-K
Filed at:   2025-05-14T23:59:59+00:00
Accession:  0001193125-25-119864
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Cisco Q3 revenue $14.1B (+11% YoY), GAAP EPS $0.62 (+35%), product orders up 20%
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- 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%).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/858877/000119312525119864/0001193125-25-119864-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/858877/000119312525119864/d946014d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-119864

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