Cisco Systems(US:CSCO) The Motley Foolยท2025-08-14 21:04Core Insights - Cisco Systems reported fiscal fourth-quarter and full-year 2025 results, showing an 8% year-over-year revenue increase to $14.67 billion, slightly above analyst expectations of $14.62 billion [2] - The company attributed revenue growth to a 7% increase in overall product orders across all regions, with artificial intelligence (AI) infrastructure products being significant growth drivers, generating over $2 billion in orders in the first half of the calendar year, exceeding the management's target of $1 billion [4] - Non-GAAP net income reached $4 billion, translating to $0.99 per share, which is a 12% increase from the previous year's fourth quarter and slightly above the average projection of $0.98 [5] - Cisco provided guidance for the current first quarter and fiscal 2026, projecting revenue between $59 billion and $60 billion and adjusted earnings per share of $4.00 to $4.06, aligning with consensus expectations of $59.5 billion and $4.03 [6] Financial Performance - Revenue for the fourth quarter was $14.67 billion, an 8% increase year-over-year [2] - Non-GAAP net income was $4 billion, or $0.99 per share, a 12% increase from the previous year [5] Growth Drivers - Overall product orders increased by 7% across all regions [4] - AI infrastructure products contributed significantly, with orders exceeding $2 billion in the first half of the year [4] Future Outlook - Guidance for fiscal 2026 includes revenue expectations of $59 billion to $60 billion and adjusted earnings per share of $4.00 to $4.06 [6]