Total Revenue

+11% (from $1,148.9M to $1,280.2M)

Total Revenue increased by 11% YoY driven by broad-based strength across multiple business segments as the company recovered from prior period challenges and capitalized on renewed market demand, reflecting effective strategic pivots including innovation and shifting customer spending. " "

Wide Area Networking

+16% (from $350.4M to $407.9M)

Wide Area Networking grew 16% YoY as product enhancements and renewed customer interest reversed earlier declines, showcasing improved portfolio positioning relative to previous weak performance periods. " "

Data Center

+9% (from $163.1M to $177.2M)

Data Center revenue increased by 9% YoY, indicating modest recovery and steady growth in response to ongoing demand for scalable, data-intensive solutions; this follows previous periods of slower growth and signals strategic investments paying off. " "

Campus and Branch

+22% (from $240.5M to $294.2M)

Campus and Branch revenue rebounded by 22% YoY after a prior decline (16% drop in FY2024) thanks to newly introduced AI-driven solutions (e.g., Mist AI) and renewed demand from Enterprise and Cloud segments, which helped overcome past geographic and sales volume challenges. " "

Cloud Revenue

+29% (from $250.0M to $322.4M)

Cloud revenue surged by 29% YoY, reflecting strong market adoption of cloud-based services and software solutions as customers increasingly embrace digital transformation, building on momentum gained in previous periods. " "

Enterprise

+11% (from $517.0M to $577.0M)

Enterprise revenue increased by approximately 11% YoY due to steady demand for network solutions among large organizations, representing continuity in customer confidence despite previous challenges. " "

Americas

+22% (from $665.5M to $810.6M)

Americas region showed a 22% YoY improvement, benefiting from robust market dynamics and higher adoption rates across key segments, further reinforcing its position as a primary growth engine compared to earlier periods. " "

EMEA

-7% (declined from $311.1M to $289.5M)

EMEA experienced a 7% YoY decline, which may reflect regional economic or market-specific challenges that persisted from previous periods, suggesting that the region remains a headwind relative to stronger growth in other geographies. " "

APAC

+5% (from $172.3M to $180.1M)

APAC revenue grew modestly by 5% YoY, indicating restrained growth likely due to competitive pressures or slower market uptake, although the consistent increase hints at potential for future improvement as strategic initiatives mature. " "

Operating Income

From a loss of -$14.2M to a profit of $89.4M

Operating Income turned positive, marking a significant turnaround driven by improved revenue mix and margin recovery; cost-management initiatives and reduced legacy charges contributed to reversing prior losses seen in Q1 2024. " "

Net Income

From a loss of -$0.8M to $64.1M

Net Income improved dramatically from a minor loss to a substantial profit, reflecting better operational efficiency, cost controls, and effective leverage of higher revenue growth, setting a positive outlook compared to the previous period’s challenges. " "