AI Orders And Revenue ConversionIncreased confidence in over $1 billion FY25 new AI order, with materializing revenue conversion being a key story for the second half of FY25 and beyond.
Product Demand And GrowthProduct orders in F1Q25 increased by 20% year-over-year, highlighting strong demand for Cisco's products.
Revenue And GuidanceFY25 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.