CSCO's third-quarter fiscal 2025 results benefit from strong revenue growth and rising sales of security and networking solutions.
Cisco's Q3 beat expectations, driven by strong AI infrastructure orders, robust product growth, and expanding recurring revenue streams. Despite outperforming peers, Cisco trades at a significant valuation discount, reflecting legacy perceptions rather than current AI-driven momentum. Cisco is now deeply embedded in next-gen AI architectures, with Silicon One chips and sovereign cloud deals positioning it for long-term growth.
Cisco reports robust third-quarter fiscal 2025 results and raises its outlook for the fiscal year.
Cisco Systems, Inc. beat Q3 2025 earnings estimates, with strong growth in security and observability, boosted by the Splunk acquisition. The company benefits from AI infrastructure demand but is not a core AI company; growth is steady, not explosive. Full-year guidance and historical performance show Cisco reliably beats estimates, but projected EBITDA CAGR is a modest 3.3%.
We were quiet on the reports front today, but plenty of economic reports hit the tape ahead of Thursday's open.
Cisco Systems, Inc. (NASDAQ:CSCO ) Q3 2025 Earnings Conference Call May 14, 2025 4:30 PM ET Company Participants Sami Badri - Head, Investor Relations Chuck Robbins - Chair and Chief Executive Officer Scott Herren - Executive Vice President and Chief Financial Officer Mark Patterson - Chief Strategy Officer Conference Call Participants Meta Marshall - Morgan Stanley Tal Liani - BofA Securities Aaron Rakers - Wells Fargo Joseph Lima Cardoso - JPMorgan Michael Ng - Goldman Sachs Matthew Niknam - Deutsche Bank Amit Daryanani - Evercore ISI Simon Leopold - Raymond James Jim Fish - Piper Sandler Andrew Spinola - UBS Karl Ackerman - BNP Paribas Adrienne Colby - Citi Sebastien Naji - William Blair Operator Welcome to Cisco's Third Quarter Fiscal Year 2025 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded.
Patterson joined Cisco in 2000 and most recently served as chief strategy officer.
The headline numbers for Cisco (CSCO) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cisco Systems (CSCO) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.88 per share a year ago.
Cisco (CSCO) reported fiscal third-quarter revenue and profits that topped analysts' projections, thanks in part to strong demand for AI infrastructure.
The networking company hit its AI-infrastructure target earlier than expected.
Networking equipment company Cisco (CSCO) on Wednesday afternoon reported fiscal third-quarter 2025 financial results. A summary of its key numbers is below.