earnings
confidence high
sentiment positive
materiality 0.75
Cisco Q4 revenue up 8% to $14.7B; EPS beats; AI orders top $2B in FY2025
CISCO SYSTEMS, INC.
2025-FY EPS
reported $2.55
vs consensus $1.00
▲ beat
(+154.7%)
- Q4 revenue $14.7B (+8% YoY); GAAP EPS $0.71 (+31%), non-GAAP EPS $0.99 (+14%), both above guidance.
- FY2025 revenue $56.7B (+5%); GAAP EPS $2.61 (+3%), non-GAAP EPS $3.81 (+2%).
- AI infrastructure orders from webscale exceeded $2B in FY2025, more than double the original $1B target.
- Q1 FY2026 guidance: revenue $14.65B–$14.85B; non-GAAP EPS $0.97–$0.99. FY2026 revenue $59.0B–$60.0B.
- Quarterly dividend increased to $0.41/share (from $0.40), payable Oct 22, 2025 to holders of record Oct 3.