Cisco Systems deserves more respect in AI, and its quarterly results prove it
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最新报道：Cisco Systems reported strong fiscal Q4 2025 results, with revenue rising 8% YoY to $14.67B and non-GAAP EPS up 14% to $0.99, beating estimates. The company secured over $2B in AI infrastructure orders for FY2025, doubling its initial target, driven by partnerships with Nvidia and AMD. CEO Chuck Robbins highlighted triple-digit order growth from top webscale clients and emerging sovereign AI deals. While Security segment revenue missed expectations, Networking grew 12% to $7.63B. Cisco issued upbeat FY2026 guidance, forecasting revenue of $59B-$60B and EPS of $4.00-$4.06, slightly above consensus. The company also repurchased $1.3B in shares during the quarter.
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