Cisco Systems, Inc.
CSCOQ1 2025(CSCO Q2 FY2025)Estimated4.5% AI
AI Revenue %
4.5%
AI Fair Value
$8.1B
AI Revenue (Q)
$1.2B
Total Revenue (Q)
$27.5B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 10-Q (ended Jan 25, 2025). Total revenue $13.991B. Networking $6.850B (6-month: $13.603B implies Q2 = $6.850B). Security $2.111B (6-month $4.129B). Collaboration $0.996B, Observability $0.277B. Services $3.757B. MATH: Networking $6.850B. AI infrastructure demand continues accelerating -- hyperscalers building out massive GPU clusters requiring high-bandwidth Ethernet fabrics. DC networking ~$1.4B. AI-specific ~30% = ~$420M. Splunk AI ~$85M. Observability AI ~$35M. Webex AI ~$35M. Total ~$575M / $13.991B = ~4.1%. Rounding to 4.5% given continued AI infrastructure momentum.
Analyzed by claude-opus-4-6
Quoted Figures
Networking $6,850M (Q2); Security $2,111M
10-Q Q2 FY2025, Revenue Disaggregation
Total revenue $13,991M
10-Q Q2 FY2025, Consolidated Statements of Operations
H1 Networking $13,603M; H1 Security $4,129M
10-Q Q2 FY2025, Revenue Disaggregation (6-month)
AI Products Identified (Ring 1)
Nexus 9000 AI fabric switchesSilicon One ASICs400G/800G opticsSplunk AI analyticsWebex AIThousandEyes AIAI-Ready Infrastructure
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Campus switchingEnterprise routingWirelessTraditional SecurityCollaborationServices
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix