Cisco ramps up guidance after bumper quarter
By Abigail Townsend
Date: Thursday 13 Nov 2025
(Sharecast News) - Shares in Cisco Systems moved sharply higher on Thursday, after the US tech giant boosted its full-year outlook amid surging demand for AI.
Revenues in the three months to 25 October came in $14.9bn, up 8%, while earnings per share were 10% stronger at $1.00.
Both were above the top end of Cisco's guidance ranges.
Cisco said demand had been strong across both geographies and markets.
Product orders jumped 13%, with double-digit growth in networking product orders.
AI infrastructure orders from hyperscaler customers totalled $1.3bn, which Cisco said represented a "significant" acceleration in growth.
Hyperscalers provide specialist data management services and cloud computing able to accommodate vast workloads, such as those required by AI.
Chuck Robbins, chief executive, said: "Cisco is on track to deliver our strongest year yet.
"This widespread demand for our technologies highlights the critical role of secure networking and the value of our portfolio as customers move quickly to unlock the potential of AI."
Last year, Cisco secured more than $2bn in AI orders, nearly all from hyperscalers. Robbins said in a call after the results that the firm was targeting $3bn from hyperscalers in 2026.
Cisco now expects annual sales of between $60.2bhn and $61bn, and EPS between $4.08 and $4.14. It had previously predicted annual sales between $59bn and $60bn, and EPS between $4.00 and $4.06.
As at 1245 GMT, shares in the Nasdaq-listed firm - which published results after the bell on Wednesday - had put on 7% in pre-market trading.
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