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Jan 25, 2025
Cisco Q2 2025 Earnings Report
Key Takeaways
Cisco reported strong Q2 FY25 earnings with a 9% YoY revenue increase to $14.0B, driven by AI-driven demand and security growth. Non-GAAP EPS rose 8% to $0.94. The company increased its dividend and expanded its stock buyback program by $15B.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cisco expects steady performance in Q3 FY25, with revenue guidance of $13.9B-$14.1B and non-GAAP EPS of $0.90-$0.92. AI and security demand remain key drivers, while macroeconomic uncertainties pose challenges.
Positive Outlook
- AI and security demand driving revenue growth
- Splunk acquisition contributing positively to earnings
- Higher gross and operating margins expected
- Strong cash flow supports shareholder returns
- Steady performance across geographic segments
Challenges Ahead
- Networking revenue decline continues
- Potential impact of macroeconomic conditions
- Supply chain uncertainties persist
- Impact of tariffs on gross margins
- Competition in AI and cybersecurity markets
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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