CLAIM #17848 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025

“So we think that all of that leads us to feel very confident about maintaining the range that we provided at Analyst Day on core networking.”

Charles Robbins · CEO

How to check this claim

Look at: Core networking revenue (or growth rate) as guided at Analyst Day

It came true if: Reported core networking revenue/growth falls within the range provided at Analyst Day

Where: Company quarterly earnings releases and investor presentations (Cisco 10-Q/10-K and Analyst Day materials)

Knowable after: 2026-07-31

In context

“I. So we think that AI is going to drive network modernization across all of these segments. And then you have the campus upgrade, which we really haven't started yet. And if you think about what the comment I made earlier, we've got -- we got routing refresh. We've got a lot of new technology in our data center networking business, which, by the way, grew mid-teens orders last fiscal year in the enterprise. We have WiFi 7, which grew triple digits year-over-year. So we're seeing good uptake there and we got the new campus products. But the new campus switching, again, we're in year 8 of the Cat9k. And honestly, if you look at products that were pre Cat9k that are still installed in our customer base, there's tens of billions of dollars of installed base that's there that we can go after. So we think that all of that leads us to feel very confident about maintaining the range that we provided at Analyst Day on core networking. Ahmed Sami Badri: Thank you, Samik. Michelle, we can move to the next analyst. Operator: Michael Ng with Goldman Sachs. Michael Ng: I just have two as well. First on AI, I was wondering if you could talk about the greater than $2 billion AI orders this year. Did that translate into revenue in the year? And how should we think about that translating into revenue for next -- and then second, just on networking. I was wondering if you could talk a little bit about the orders in the quarter by subsegment, campus and data center switching, wireless, routing, and any kind of notable inflections that you would call out in any of those product categories? Charles H. Robbins: Sure, Michael. Let me take some comments first on the -- I want to just give a clarity on the webscale business and what it”

Verify independently

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