CSCO Q3 2025

Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

Cisco Systems posted a clean beat across the board in its fiscal third quarter, with revenue climbing 11.4% year over year to $14.15 billion against a consensus estimate of $14.06 billion, while non-GAAP EPS of $0.96 cleared the $0.92 analyst estimat… Read more Cisco Systems posted a clean beat across the board in its fiscal third quarter, with revenue climbing 11.4% year over year to $14.15 billion against a consensus estimate of $14.06 billion, while non-GAAP EPS of $0.96 cleared the $0.92 analyst estimate by 4.64%, extending a run of steady execution for the networking giant. The single biggest driver of the quarter's strength was Security, where revenue surged 54% year over year to $2.01 billion, fueled by Splunk integration and organic demand, while AI infrastructure orders from webscale customers exceeded $600 million, allowing Cisco to cross its $1 billion cumulative AI orders milestone a full quarter ahead of schedule. Those results going into earnings had analysts watching AI traction closely, and management did not disappoint. Looking ahead, Cisco guided Q4 revenue of $14.50 billion to $14.70 billion with non-GAAP EPS of $0.96 to $0.98, while full-year FY2025 revenue guidance was set at $56.50 billion to $56.70 billion, with all figures incorporating estimated tariff impacts under current trade policy.