AI InvestmentCisco saw meaningful traction in FQ1 across three investments for AI.
Order GrowthProduct orders in F1Q25 increased by 20% year-over-year, highlighting strong demand for Cisco's products.
Revenue GrowthFY25 revenue guidance was raised by ~$200mn, mostly attributed to the 1Q/2Q beat, and room for growth acceleration in 2H25 on the back of the strong Cloud/AI and Security order growth.