CSCO
Cisco Systems Inc
Q3 2025 Report
Cisco Systems Inc (CSCO) Q3 2025 Financial Results: Strong Growth Amid AI Transition...
Read full report
Executive Summary
Cisco Systems Inc (CSCO) reported robust financial results for Q2 of fiscal year 2025, with total revenues reaching $14 billion, marking a year-over-year increase of 9%. The company's earnings per share (EPS) was $0.61, despite a slight decline in net income compared to the previous quarter. Notably, subscription revenue accounted for 56% of total revenue, reflecting the growing importance of recurring revenue in Cisco's business model. CEO Chuck Robbins expressed confidence in the company's strong order growth, particularly in AI-related infrastructure, which is poised to exceed $1 billion in annual orders this fiscal year. Cisco remains focused on delivering value to shareholders, returning $2.8 billion in capital during the quarter.
Key Performance Indicators
Revenue
13.99B
QoQ: 1.08% | YoY:9.38%
Gross Profit
9.11B
65.12% margin
QoQ: -0.11% | YoY:8.57%
Operating Income
3.11B
QoQ: 32.02% | YoY:0.16%
Net Income
2.43B
QoQ: -10.44% | YoY:-7.82%
EPS
0.61
QoQ: -10.29% | YoY:-6.15%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue:** $14 billion (up 9% YoY, up 1% QoQ)
- **Net Income:** $2.43 billion (down 7.8% YoY, down 10.4% QoQ)
- **EPS:** $0.61 (down 6.15% YoY, down 10.29% QoQ)
- **Gross Margin:** 68.7% (up 200 basis points YoY)
- **Operating Income:** $3.11 billion (up 0.16% YoY, up 32.02% QoQ)