AI Order MomentumManagement noted over $300mn of AI orders in 1Q, and the company could surpass its FY25 $1bn AI order target, which should begin converting to revenue in 2H25.
Cloud/AI And Security 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.
Product DemandProduct orders in F1Q25 increased by 20% year-over-year, highlighting strong demand for Cisco's products.