Cisco Systems, Inc. (CSCO) Q3 2025 Earnings – Full Coverage

**★★Cisco Systems, Inc. (CSCO) Q3 2025 Earnings – Full Coverage**

**★KEY HIGHLIGHTS:★**
★**Financials**★ – Q3 2025 revenue $14.1B (+11%), non-GAAP EPS $0.96, product orders +20%, $3.1B shareholder return.
★**Operations**★ – AI orders $600M (YTD $1B), Splunk synergy, WiFi 7 triple-digit growth, FedRAMP for Meraki.
★**Strategy**★ – CEO Chuck Robbins emphasized AI infrastructure, NVIDIA partnership, Saudi Humane deal, Scott Herren to retire.
★**Outlook**★ – Q4 revenue $14.5-14.7B, EPS $0.96-0.98, FY25 revenue $56.5-56.7B, EPS $3.77-3.79, tariff assumptions.

**★TIMESTAMPS:★**
- [00:00] – Opening Remarks and Safe Harbor
- [01:26] – Q3 Overview and AI Strategy (Chuck Robbins)
- [13:51] – Financial Results and Guidance (Scott Herren)
- [20:25] – Q&A Session Begins
- [20:25] – Customer Buying Behavior (Meta Marshall)
- [24:56] – Cloud CapEx Outlook (Tal Liani)
- [26:43] – Sovereign AI Opportunities (Aaron Rakers)
- [29:42] – Middle East Partnerships (Joe Cravisseau for Samik Chatterjee)
- [32:35] – Networking Order Drivers (Michael Ng)
- [37:56] – AI Order Growth Rates (Amit Daryanani)
- [40:23] – Campus Refresh Cycle (Simon Leopold)
- [43:52] – Networking vs. White Box (James Fish)
- [45:39] – AI Order Texture (Andrew for David Vogt)
- [47:47] – Enterprise AI Orders (Karl Ackerman)
- [50:07] – AI Pipeline Updates (Adrienne Colby for Atif Malik)
- [51:28] – Hyperscaler White Box Trends (Sebastian Najee)

**★Keywords:★** Cisco, Q3 2025 earnings, CSCO stock, AI infrastructure, Splunk, Silicon One, NVIDIA partnership, web scale, tariffs

**★Buy, Hold, or Sell?★**
Cisco Systems, Inc. (CSCO) is a ★**BUY**★. AI-driven growth and diversified portfolio outweigh tariff and macro uncertainties.

**★Max Position**★ – Allocate ★**3-5%**★ in a diversified portfolio.

**★Comment below with your thoughts!★ 🎉 ★Subscribe for more updates!★**
**★Full Details:★** [Cisco Investor Relations](https://investor.cisco.com)

**Disclaimer:** This video includes segments from the earnings call by Cisco Systems, Inc., used solely for educational and informational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by Cisco Systems, Inc. is implied. All rights to the original content remain with the company. For the official call, visit [https://investor.cisco.com](https://investor.cisco.com). For inquiries or requests for removal, please contact us at fyfullstore@gmail.com.

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