Cisco

In sum — what to know:

AI infrastructure orders exceed goal: Cisco had set itself the goal of $1 billion in AI infrastructure order in fiscal 2025 and ended up with more than $2 billion.

Big orders in the bag: Cisco landed two orders from webscalers for fiscal 2026 that, all told, total $1 billion each.

Record year ahead: Cisco expects record performance in the coming year, with fiscal 2026 revenues expected to be between $59-$60 billion for the year.

Cisco delivered results at the high end of its guidance for its fiscal fourth quarter of 2025, with revenues up 8% year-over-year to $14.7 billion.

Orders for Cisco’s Q4 were up 7% from the year-ago period, and the company said that it took in more than $800 million in AI infrastructure orders from hyperscaler customers — m

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