From Nasdaq: 2025-06-16 12:12:00

Cisco Systems reported strong product revenues of $10.37 billion in Q3 of fiscal 2025, with a 15% year-over-year increase. Growth was driven by a 54% surge in Security products. The company’s product ARR rose 8%, reflecting a shift towards software-based offerings. Cisco’s latest innovation, AI Canvas, streamlines IT operations with real-time telemetry and automation.

Fortinet and Juniper pose rising threats to Cisco in the AI domain. Fortinet excels in cybersecurity with AI-driven tools, challenging Cisco in network security. Juniper leads in AI-powered networking and automation, competing with Cisco in cloud-managed networking. Both companies offer strong competition to Cisco in their respective areas of expertise.

Cisco’s stock has gained 8.3% year to date, outperforming the industry. However, it is considered overvalued with a forward P/S ratio of 4.31. Analysts estimate a 5.18% revenue growth and $3.79 EPS for fiscal 2025. Despite the hold rating, Cisco’s collaboration with NVIDIA and strong product portfolio indicate potential growth.



Read more at Nasdaq: Cisco’s Strong Portfolio Aids Product Revenues: A Sign of More Upside?