By Adam Hejl
Publication Date: 2025-11-19 05:31:00
Cisco’s third quarter performance was met with a positive market reaction, as revenue and non-GAAP profit both exceeded Wall Street’s expectations. Management credited robust demand for AI infrastructure and campus networking solutions as primary drivers of growth, highlighting that total product orders grew across all geographies and customer segments. CEO Chuck Robbins noted, “Our strong top-line performance combined with operating efficiencies and solid execution by our teams contributed to non-GAAP EPS growth of 10% as we continue to grow earnings faster than revenue.” The quarter also benefited from an acceleration in orders for advanced networking, enterprise routing, and industrial IoT products.
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Revenue: $14.88 billion vs analyst estimates of $14.76 billion (7.5% year-on-year growth, 0.8% beat)
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Adjusted EPS: $1 vs analyst estimates of $0.98 (1.8%…