By Gus Downing
Publication Date: 2025-11-11 19:02:00
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Cisco Systems (CSCO) is set to report their Q3 FY2025 earnings on Wednesday, November 12, after market close.
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Analyst consensus estimates call for an earnings per share (EPS) of $0.99 and revenue of $14.8 billion.
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Order and backlog quality, AI networking traction, and Splunk integration are the primary factors that investors will be looking out for during this report.
Where Cisco Stands Now
Cisco is quietly having an excellent year, trading up over 20% year-to-date (YTD) and beating expectations for both EPS and revenue in their Q1 and Q2 FY2025 calls. As is true with many tech companies this year, AI has been the primary driver of growth; Cisco has booked more than $2 billion in AI infrastructure orders so far in FY2025, more than double their prior target.
This AI demand is caused by Cisco’s ever-improving Silicon One chip family, enabled by 800G datacenter networking gear. The company is currently working alongside Nvidia (NVDA) to build these 800G switch ports and improve…
