Cisco projects $1B in AI infrastructure orders for FY2025 with accelerating webscale demand

Earnings Call Insights: Cisco Systems (NASDAQ:CSCO) Q2 2025

Management View

• CEO Chuck Robbins highlighted strong fiscal Q2 performance with revenue, margins, and EPS above the high end of guidance ranges. He emphasized the company’s AI infrastructure momentum, with year-to-date orders surpassing $700 million and a