CLAIM #17845 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025

“And what I would say is based on how we see this stuff evolving, I would see the growth rate continuing to improve as we get through the fiscal year this year.”

Charles Robbins · CEO

How to check this claim

Look at: Security product order/revenue growth rate (year-over-year), as reported quarterly

It came true if: Sequential quarterly security growth rate higher in each subsequent quarter than the prior quarter through fiscal year-end (Q4 FY2026)

Where: Company-disclosed segment results and management commentary (quarterly earnings call / press release, Security segment)

Knowable after: 2026-07-31

In context

“shed firewalls, we saw order growth during the quarter in excess of 20%. So they continue to have widespread adoption. But perhaps the metric that I think will give you more confidence here is, if you take out U.S. Federal, which had a tough year as we all know, rest of world security order growth in Q4 was up double digits. So we're really -- we're seeing this ramp, and I told -- I think I said on the last call, it's happening slower than I had anticipated. A lot of it is because the stuff is ratable. But I feel good about where we are. We have 80 new Hypershield customers largely connected to this new smart switch, so that strategy is working. And I would say that we had 480-plus new SSE customers during the quarter. So that's -- our Secure Services Edge is really getting good traction. And what I would say is based on how we see this stuff evolving, I would see the growth rate continuing to improve as we get through the fiscal year this year. So that's the story on security. Mark, do you want to take the second question? Mark Patterson: Sure. Thanks, Meta, for your question. First off, I just want to thank Scott, been certainly a good partner for many years and for the work that he's done with Cisco in particular, I think, helping us make that transition to software and subscription. I've been with the company now 25 years in a variety of roles and responsibilities. And I think as I look ahead, we have significant opportunity, whether it's in AI infrastructure, in the webscale space, now in the nascent but growing enterprise AI opportunity. Obviously, Neoclouds and the sovereign AI build-out happening. Also, you look to cybersecurity and how we've improved our hand there with Splunk and then the campus refresh that we've got a”

Verify independently

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