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Cisco Beats Earnings, Sees AI Infrastructure Surge in Q4 2025
14 Aug
Summary
- Cisco's Q4 2025 non-GAAP earnings beat estimates by 2.06%
- Total ARR grew 5% with 8% product ARR growth
- AI Infrastructure orders from webscale customers exceeded $800 million
On August 14, 2025, Cisco Systems reported its fourth-quarter fiscal 2025 results, showcasing impressive performance. The networking giant's non-GAAP earnings of 99 cents per share beat the Zacks Consensus Estimate by 2.06%, representing a 13.8% year-over-year increase.
Revenues also surpassed expectations, reaching $14.67 billion and growing 7.6% compared to the previous year. Cisco's Total Annual Recurring Revenues (ARR) stood at $31.1 billion, up 5%, with product ARR growth of 8%.
A standout highlight was Cisco's AI Infrastructure business, which saw orders from webscale customers exceed $800 million in the fourth quarter. This brought the total AI Infrastructure revenues to $2 billion in fiscal 2025, doubling the company's original expectations.
Cisco's partnership with NVIDIA has been a key driver, with the integration of Cisco Nexus switches and NVIDIA's Spectrum-X architecture offering low-latency, high-speed networking for AI clusters. The Cisco Secure AI factory with NVIDIA also provides a trusted blueprint for building secure AI-ready data centers.
