Cisco Systems Inc. (NASDAQ:CSCO) reported explosive growth in AI-related infrastructure orders, surging past $2 billion for fiscal 2025, with CEO Chuck Robbins declaring the company is “well positioned… for the AI era,” even as its guidance for the year ahead was tempered by caution over global tariff uncertainty.
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Cisco Doubles AI Order Pipeline Target For FY25
The record AI orders represent a massive success for the networking giant, more than doubling the initial $1 billion target the company set just one year ago.
Driven by tremendous demand from “web scale” cloud providers, these orders exceeded $800 million in the fourth quarter alone, cementing Cisco’s role as a key supplier for the AI build-out.
Tariffs Dent FY26 Guidance?
Despite this momentum, the company’s forecast came with a significant caveat. It expects fiscal 2026 revenue of $59 billion to $60 billion, versus estimates of $56.62 billion. The company sees full-year adjusted earnings in the range of $4.00 to $4.06 per share versus estimates of $3.79 per share.
However, Chief Financial Officer Mark Patterson noted that …