CLAIM #17831 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025

“Overall, our FY '25 performance has established a solid foundation as we turn our focus to delivering Cisco's strongest year yet in fiscal year '26 as indicated in our guidance.”

Charles Robbins · CEO

How to check this claim

Look at: Cisco total revenue, fiscal year 2026 (as compared to FY2025)

It came true if: FY2026 total revenue higher than FY2025 total revenue, consistent with company-issued FY2026 guidance range

Where: Cisco 10-K / Q4 and full-year earnings release (income statement)

Knowable after: 2026-08-15

In context

“h end of our guidance ranges for the fourth quarter. Continued operating leverage across our business produced strong profitability with earnings per share above the high end of our guidance. In addition, we generated solid growth in annualized recurring revenue, remaining performance obligations and subscription revenue, which provides a strong foundation for our future performance. The profitable growth of our business continues to produce strong cash flows, supporting our commitment to deliver consistent capital returns. In Q4, we returned $2.9 billion in capital to our shareholders through share repurchases and dividends bringing the total return in fiscal '25 to $12.4 billion in value or 94% of free cash flow, surpassing the $12.1 billion Cisco returned to shareholders in fiscal '24. Overall, our FY '25 performance has established a solid foundation as we turn our focus to delivering Cisco's strongest year yet in fiscal year '26 as indicated in our guidance. As we move into the next phase of AI with agents autonomously conducting tasks alongside humans, the capacity requirements of the network will be compounded to accommodate both unprecedented levels of network traffic and an increasing threat landscape. According to our survey of IT networking leaders, 97% of businesses believe they need to upgrade their networks to successfully deploy AI. Having refreshed almost our entire product portfolio with industry-leading networking systems powered by Silicon One, AI native security solutions and software operating systems, Cisco is well positioned to provide the critical infrastructure needed for the AI era. Now let me comment on the demand we saw in Q4, starting with record AI infrastructure orders received from webscale customers. These orders e”

Verify independently

SEC filings for CSCO ↗ · Quote is verbatim from the 2025Q4 earnings call.