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Apr 26, 2025
Cisco Q3 2025 Earnings Report
Cisco posted solid third-quarter results with revenue, EPS, and margins exceeding guidance.
Key Takeaways
Cisco delivered strong performance in Q3 FY25, with $14.1B in revenue and $2.5B in net income. The company surpassed its AI infrastructure order target ahead of schedule, driven by growth across all geographic and product segments.
Revenue for Q3 FY 2025 was $14.1 billion, an increase of 11% year over year, surpassing the high end of their guidance.
GAAP EPS was $0.62 and Non-GAAP EPS was $0.96, both above the high end of their guidance range.
Product orders increased 20% year over year, with growth in all geographies and customer markets, and AI Infrastructure orders exceeded $600 million.
The company generated $4.1 billion in cash flow from operating activities and returned $3.1 billion to stockholders through share buybacks and dividends.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cisco expects Q4 FY25 revenue between $14.5B and $14.7B, with continued margin strength and EPS growth, factoring in tariff impacts.
Positive Outlook
- AI Infrastructure orders reached $600M, achieving $1B goal one quarter early
- Revenue expected to grow further to $14.7B
- Strong operating and gross margin guidance maintained
- Non-GAAP EPS expected to improve to up to $0.98
- Disciplined execution and high cash generation support shareholder returns
Challenges Ahead
- Tariff impacts are included in margin and EPS guidance
- GAAP EPS growth moderates compared to previous quarters
- Rising operating expenses, especially non-GAAP, could pressure margins
- Stock repurchase program impacts cash reserves
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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