Cisco reported fiscal 2025 revenue of $56.65 billion and fiscal Q3 2026 nine-month revenue of $46.07 billion. The thesis depends on networking demand, security integration, software mix, margins and cash conversion.
Cisco: AI networking and security scale must convert into durable growth
NASDAQCSCOCoverage BootstrapCisco Systems, Inc.
Thesis summary
Cisco reported fiscal 2025 revenue of $56.65 billion and fiscal Q3 2026 nine-month revenue of $46.07 billion. The thesis depends on networking demand, security integration, software mix, margins and cash conversion.
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