Cisco is set to report its Q3 FY2025 results, with expectations of an EPS of $0.92 and revenue of $14.05 billion. The company's stock has shown little movement year-to-date as it navigates uneven networking spending in enterprise and government sectors. Key areas for investors include the growth of AI-related infrastructure, which saw orders exceed $350 million last quarter, and early performance of the $28 billion acquisition of Splunk. The company has a history of beating EPS estimates, and cautious sentiment persists ahead of its guidance and performance indicators across various market segments.
Cisco's ability to outperform EPS with a significant 14% beat last year indicates strong operational capacity, yet current investor sentiment hangs on future demand signals.
Orders for AI networking surpassed $350 million last quarter, reflecting growing interest in Ciscoâs AI-related infrastructure, crucial amidst competition with hyperscalers.
Collection
[
|
...
]