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Cisco Systems(CSCO) - 2025 Q3 - Earnings Call Presentation

Financial Performance - Cisco's Q3 FY25 revenue reached $14.149 billion, an increase of 11% year-over-year[7, 23, 36, 37] - Non-GAAP EPS stood at $0.96[7, 37] - Total software revenue increased by 25% year-over-year to $5.622 billion[7, 38] - Total ARR grew by 5% year-over-year to $30.6 billion[7, 26] - Total RPO increased by 7% year-over-year to $41.7 billion[7, 31] - The company returned $3.131 billion to shareholders through share repurchases and dividends in Q3 FY25[7, 39] AI Initiatives and Growth - Cisco secured over $600 million in AI infrastructure orders from webscale customers in Q3 FY25, exceeding the full-year FY25 target of $1 billion[7, 14] - Product orders increased by 20% year-over-year, or 9% excluding Splunk[7, 34] Q4 FY25 Guidance - Cisco projects Q4 FY25 revenue between $14.5 billion and $14.7 billion[47] - The company anticipates non-GAAP EPS between $0.96 and $0.98[47]