Cisco Systems exceeded its AI infrastructure order target, reaching over $2 billion in orders for fiscal 2025. The company also saw $1 billion in revenues related to AI orders for the full year. CFO Mark Patterson emphasized strategic investments in innovation and disciplined spend management. Newly appointed CFO Patterson aims for durable profitable growth and shareholder value. CEO Charles Robbins highlighted the strong demand for AI technology and the company’s focus on agentic AI. For Q4, Cisco reported non-GAAP income of $4 billion. Fiscal 2026 revenue expectations are $59 billion to $60 billion. Cisco is monitoring potential impacts of tariffs on its operations.

Read more at Yahoo Finance: Cisco AI infrastructure orders top $2B