Cisco reported fourth-quarter revenue of $14.67 billion, beating expectations. Net income rose to $2.82 billion. The company forecasted first-quarter earnings of 97-99 cents per share and full-year earnings of $4-$4.06 per share. Cisco’s networking revenue was $7.63 billion, up 12%, while security revenue reached $1.95 billion, up 9%.

Cisco plans to collaborate on AI infrastructure investments with BlackRock, Microsoft, and others. The company joined a data center initiative in the Middle East and introduced new switches and routers for AI workloads. CEO Chuck Robbins mentioned that AI infrastructure orders in 2025 exceeded the $1 billion target. Cisco shares are up 19% in 2025.

Read more at CNBC: Cisco (CSCO) Q4 earnings report 2025