"We received AI infrastructure orders from web-scale customers in excess of $600 million in Q3... surpassing our original fiscal year '25 AI order target a full quarter early."
— Chuck Robbins
03Detailed Report
CSCO
Cisco Systems Inc
Period
Q3 2025
CurrencyUSD
Report TypeQuarterly Earnings
GeneratedJun 17, 2026
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Executive Summary
In the third quarter of fiscal year 2025, Cisco Systems Inc (CSCO) reported a remarkable 11% increase in revenue, reaching $14.1 billion, driven by strong demand for networking, security, and AI infrastructure solutions. Notably, total product orders grew 20% year-over-year, signaling sustained customer investment in technology amid a transitioning market, especially with a focus on AI capabilities. Management reported a strong capital return program, with $3.1 billion returned to shareholders this quarter alone. The company's innovative advancements and robust operational execution underline its optimistic outlook, particularly as it effectively navigates through market uncertainties related to tariffs and competitive pressures.