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Jul 26, 2025
Cisco Q4 2025 Earnings Report
Cisco reported strong fourth-quarter results with revenue and EPS at the high end of guidance.
Key Takeaways
Cisco had a strong Q4 2025 driven by robust demand across all geographies and product segments, particularly in AI infrastructure. Both GAAP and non-GAAP EPS beat expectations, and profitability improved significantly year over year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Cisco expects stable growth in Q1 FY 2026 and full year FY 2026, driven by strategic investments and continued AI demand.
Positive Outlook
- Q1 FY26 revenue expected between $14.65B–$14.85B
- Q1 FY26 Non-GAAP EPS guided at $0.97–$0.99
- Full-year FY26 revenue guidance: $59B–$60B
- Strong AI infrastructure demand continues into FY26
- Margins expected to remain healthy despite tariff impacts
Challenges Ahead
- GAAP EPS expected to drop to $0.63–$0.68 in Q1 FY26
- Tariffs estimated to impact margin and EPS
- Services revenue remains flat YoY
- Continued restructuring and related charges expected
- Potential macroeconomic and geopolitical uncertainties could affect demand
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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