Cisco Systems reported Q4 earnings rose 13.8% and revenue climbed 7.6%, surpassing estimates. AI infrastructure revenues hit $2B in FY25, double the original expectation. Networking revenues jumped 12% to $7.63B, with Security and Collaboration also seeing gains. Cisco shares were down 0.63% but have appreciated 18.9% YTD. Arista Networks reported strong Q2 earnings and Broadcom is expected to see a 21% revenue increase in Q3. Cisco’s Q4 top-line details show growth in Networking, Security, Collaboration, and Observability. Cisco’s Q4 operating details include non-GAAP gross margin of 68.4% and operating income up 13.3%. Cisco’s balance sheet shows increased cash and investments and decreased total debt. Cisco offers positive guidance for Q1 FY26 and expects non-GAAP earnings between 97-99 cents per share.

Read more at Zacks Investment Research: Cisco’s Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Down – August 14, 2025