Cisco's CEO Sees 'Massive Opportunity' as AI Infrastructure Orders Grow

Matthias Balk / picture alliance / Getty Images Strong growth in AI infrastructure orders helped push Cisco's total for fiscal 2025 over $2 billion, more than double the company's $1 billion target.

Cisco (CSCO) reported fiscal fourth-quarter earnings that narrowly topped analysts’ expectations. Its CEO suggested bigger gains could be ahead as the company looks to capitalize on growing AI demand.

The networking giant posted adjusted earnings per share of 99 cents on revenue that jumped 8% year-over-year to $14.7 billion, just slightly above analysts' estimates compiled by Visible Alpha. Sales from Cisco's security and observability segments missed projections. However, strong growth in AI infrastructure orders helped push Cisco's annual total over $2 billion, more than double the company's $1 billion target.

CEO Chuck Robbins said the results underlined a "massive opportunity ahead as we lead the required architectural shift and build the critical infrastructure needed for the AI era."

Cisco projected first-quarter revenue of $14.65 billion to $14.85 billion and adjusted earnings per share of 97 cents to 99 cents. Analysts were looking for $14.63 billion and EPS of 97 cents, respectively.

Shares of Cisco fell 2% in after-hours trading following the results. The stock has added nearly a fifth of its value in 2025 through Wednesday’s close.

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