Cisco Systems (CSCO) stock surged 6.83% in pre-market trading on Thursday, following the company's impressive second-quarter fiscal 2025 results and upbeat guidance, driven by robust demand for its AI infrastructure solutions.

For the quarter ended January 25, 2025, Cisco's revenue climbed 9% year-over-year to $14.0 billion, surpassing Wall Street estimates of $13.87 billion. The company's non-GAAP earnings per share (EPS) rose 8% to $0.94, beating analysts' expectations of $0.91.

Notably, Cisco's product orders grew a substantial 29% year-over-year, fueled by strong demand for its AI infrastructure offerings. The company revealed that its AI Infrastructure orders exceeded $350 million in the quarter, bringing the total for the first half of fiscal 2025 to approximately $700 million.

"Cisco's strong quarterly results were driven by accelerating customer demand for our technology," said Chuck Robbins, CEO of Cisco. "As AI becomes more pervasive, we are well positioned to help our customers scale their network infrastructure, increase their data capacity requirements, and adopt best-in-class AI security."

Encouraged by the robust demand, Cisco raised its full-year fiscal 2025 revenue guidance to a range of $56.0 billion to $56.5 billion, up from its previous forecast of $55.3 billion to $56.3 billion. The company also increased its non-GAAP EPS guidance for fiscal 2025 to a range of $3.68 to $3.74, up from the earlier range of $3.60 to $3.66.