Cisco Systems (CSCO) reported fourth-quarter fiscal 2025 non-GAAP earnings of 99 cents per share on August 15, 2025, beating the Zacks Consensus Estimate by 2.06% and marking a 13.8% increase year over year. Revenues reached $14.67 billion, surpassing estimates by 0.47% and up 7.6% from the previous year. Total Annual Recurring Revenues (ARR) hit $31.1 billion, reflecting a 5% increase, with product ARR growing 8%.
In regional performance, revenues from the Americas rose 9% to $8.82 billion, EMEA revenues climbed 4% to $3.65 billion, and APJC revenues increased 7% to $2.21 billion. Total Product revenues for the quarter were $10.89 billion, representing 74.2% of total revenues, with service revenues at $3.79 billion, flat year over year.
Cisco anticipates first-quarter fiscal 2026 non-GAAP earnings between 97 and 99 cents per share, with revenues projected between $14.65 billion and $14.85 billion. For the entire fiscal 2026, the company expects non-GAAP earnings of $4 to $4.06 per share and revenues of $59 billion to $60 billion.
