Cisco Systems Reports Double-Digit Growth in Product Revenue

Cisco Systems reported double-digit year-over-year growth in product revenue, according to Seeking Alpha. The company's product revenue continues to grow, with no specific details provided on the growth rate. The report does not provide any additional information on Cisco's financial performance or future outlook.

Cisco Systems (NASDAQ:CSCO) has reported robust quarterly earnings and revenue growth for the fiscal fourth quarter of 2025. The company's non-GAAP earnings per share (EPS) of $0.99 exceeded analysts' expectations by $0.01, while revenue of $14.67 billion surpassed estimates by $50 million. This marks a 7.6% year-over-year increase in revenue [1].

The strong performance was driven by growth in product revenue, with Cisco reporting double-digit year-over-year growth. The company's networking revenue increased by 12%, and security revenue rose by 9% compared to the same period last year [2]. Cisco's CEO, Chuck Robbins, highlighted the company's success in AI infrastructure, noting that orders received from webscale customers in fiscal 2025 were more than double the original target of $1 billion [2].

For the full 2026 fiscal year, Cisco has provided guidance for revenue between $59.0 billion and $60.0 billion, with adjusted EPS expected to range from $4.00 to $4.06. The company also expects to maintain a strong position in AI infrastructure and cybersecurity, with ongoing investments in these high-growth areas [2].

Despite the positive earnings report, Cisco's stock price slipped in extended trading following the announcement. This could be attributed to the company's high valuation and concerns about potential macroeconomic uncertainties, such as tariffs and competitive pressures [3].

Investors and financial professionals should closely monitor Cisco's earnings call scheduled for later in the day, where executives will discuss the results in more detail. The company's strong performance in AI infrastructure and cybersecurity, along with its commitment to recurring revenue streams, positions it well for continued growth in the coming years.

References:
[1] https://seekingalpha.com/news/4484899-cisco-systems-non-gaap-eps-of-0_99-beats-by-0_01-revenue-of-14_67b-beats-by-50m
[2] https://www.cnbc.com/2025/08/13/cisco-csco-q4-earnings-report-2025.html
[3] https://www.cnbc.com/2025/08/11/betting-on-a-bullish-earnings-move-in-cisco-systems-using-options.html