From Nasdaq: 2025-05-12 12:25:00

Cisco Systems is gearing up to announce its third-quarter fiscal 2025 results on May 14, with expected revenues between $13.9 billion and $14.1 billion, and non-GAAP earnings between 90 and 92 cents per share. The Zacks Consensus Estimate predicts revenues of $14.05 billion and earnings of 91 cents per share. Cisco’s stock has outperformed the sector and industry this year, despite facing challenges like higher tariffs and macroeconomic issues.

The upcoming earnings report for Cisco is anticipated to show growth in networking products demand, especially in switching, enterprise routing, and security solutions. The company’s security business has seen strong growth, with orders doubling year over year. However, challenges like tariff impacts may affect order growth in the quarter. Cisco’s rich partner base, including Meta, Microsoft, NVIDIA, and ServiceNow, is expected to drive future growth opportunities.

With a focus on AI, cloud, and security, Cisco is positioned to capitalize on the growing demand for these technologies. The company has already secured over $700 million in AI infrastructure orders and is on track to exceed $1 billion this fiscal year. Cisco’s collaboration with NVIDIA and ServiceNow is expanding its portfolio and enhancing its AI-driven capabilities. Despite concerns, Cisco’s strong portfolio and partnerships set a positive outlook for its future performance.



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