Splunk Inc. Boosts Cisco’s Q4 Revenue with AI Orders Surging Past $2 Billion
In a significant development for the tech industry, Splunk Inc., a web-based applications software development company headquartered in San Francisco, has played a pivotal role in boosting Cisco Systems, Inc.’s fourth-quarter revenue. Splunk specializes in software that collects and analyzes machine data from various sources, including websites, applications, servers, networks, and mobile devices globally.
According to a report by CoinCentral on August 14, 2025, Cisco’s Q4 revenue saw a substantial increase, driven by a surge in AI orders exceeding $2 billion. This surge is attributed to Cisco’s integration with Splunk, which has been instrumental in fueling the company’s shift towards software solutions. Despite this impressive growth, Cisco’s stock experienced a slight dip in after-hours trading.
The partnership between Splunk and Cisco underscores the growing importance of AI in the tech sector. Cisco’s AI infrastructure orders from webscale customers alone surpassed $800 million in Q4, contributing to a fiscal year total of over $2 billion—more than double the original target. This performance aligns with Cisco’s strong topline results, with Q4 revenue reaching $14.7 billion, an 8% increase year over year, and FY 2025 revenue climbing 5% to $56.7 billion.
In addition to its collaboration with Cisco, Splunk has also partnered with Fast Forward, an organization dedicated to scaling tech nonprofits, to empower AI-driven initiatives. This partnership aims to harness AI’s potential ethically and inclusively, addressing global challenges.
Despite the positive developments, Cisco maintains a cautious outlook for the current fiscal year, projecting revenue between $59 billion and $60 billion. This forecast assumes the continuation of current tariffs and aligns with Wall Street estimates, though some analysts anticipated figures exceeding $61 billion.
Splunk’s strategic partnerships and its role in driving AI adoption highlight its influence in the tech industry, contributing to significant growth for its partners like Cisco. As AI continues to reshape the technological landscape, Splunk’s expertise in data analysis remains a critical asset for companies looking to leverage machine data effectively.