Cisco (CSCO): FY25 Q1 earnings call, Nov 13, 2024
No Kalshi or Polymarket word markets were listed for Cisco’s Nov 13, 2024 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Backlog”; 5 quoted, at least 25 words apart.
…reminder, Q1 of fiscal '24 was the last quarter of significantly elevated backlog shipments. Non-GAAP net income was $3.7 billion and non-GAAP earnings per share…
…just, these performances where the orders move around ex-Splunk given the excess backlog can be a little confusing for investors, but you said one thing…
…about how did that stack up against your expectations? And now that backlog has normalized, should we expect this business to grow sequentially for the…
…Q1 in '24 where we had a very substantial shipment of excess backlog. Basically backlog that had built up during the supply constraints that we…
…on this AI opportunity and as we kind of focus on the backlog converting into revenue, I'm curious of how you see the AI back-end…
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