Cisco Systems, Inc.
CSCOQ2 2025(CSCO Q3 FY2025)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$9.2B
AI Revenue (Q)
$2.0B
Total Revenue (Q)
$40.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q3 FY2025 10-Q (ended Apr 26, 2025). Total revenue $14.149B. Networking $7.068B (9-month: $20.671B implies Q3 = $7.068B). Security $2.013B (9-month: $6.142B). Collaboration $1.031B, Observability $0.261B. Services $3.775B. Networking grew 8% YoY. MATH: Networking $7.068B. DC networking growing as AI buildout accelerates ~$1.5B. AI-specific ~35% = ~$525M. Splunk AI ~$90M. Observability AI ~$35M. Webex AI ~$40M. Total ~$690M / $14.149B = ~4.9%. Rounding to 5.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Networking $7,068M; Security $2,013M; Observability $261M
10-Q Q3 FY2025, Revenue Disaggregation
Total revenue $14,149M
10-Q Q3 FY2025, Consolidated Statements of Operations
9-month Networking $20,671M; 9-month Security $6,142M
10-Q Q3 FY2025, Revenue Disaggregation (9-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