Strong Financial Performance: Cisco reported Q4 revenue of $14.7 billion, an 8% year-over-year increase, and non-GAAP earnings per share (EPS) of $0.99, up 14%. Total annual revenue for fiscal year 2025 was $56.7 billion, an increase of 5%, with a total non-GAAP gross margin of 68.7%, reflecting the company's operational efficiency.

Growing AI Infrastructure Orders: Cisco achieved over $2 billion in AI infrastructure orders from webscale customers in FY '25, more than double the initial $1 billion target. Orders in Q4 alone exceeded $800 million, indicating strong demand in the AI sector, which is expected to drive future revenue growth as the enterprise segment begins adopting these technologies.

Future Revenue Guidance: Cisco¡¯s guidance for Q1 FY '26 anticipates revenue between $14.65 billion and $14.85 billion, indicating a deceleration to approximately 4.5% year-over-year growth. For the full fiscal year, they forecast revenue in the range of $59 billion to $60 billion, reflecting a more conservative outlook amidst challenging market conditions.