Cisco (CSCO): FY25 Q1 earnings call, Nov 13, 2024

Wed, Nov 13Earnings callSpeaker-labelled transcriptCisco

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

37 matches for “Growth”; 5 quoted, at least 25 words apart.

Chuck Robbinscompanyprepared

…the high end of our guidance range. This was supported by solid growth in annualized recurring revenue, remaining performance obligations, and subscription revenue, which now…

Chuck Robbinscompanyprepared

…up 9% organically. This is an acceleration of the 14% product order growth we saw just three months ago and is a clear sign of…

Chuck Robbinscompanyprepared

…service provider and cloud, with product orders up 28%, driven by triple-digit growth in webscale. In Q1, our webscale customers placed AI infrastructure orders in…

Chuck Robbinscompanyprepared

…delayed, not lost. In both EMEA and APJC, year-over-year public sector order growth was strong. Now, let me share some data on demand through the…

Chuck Robbinscompanyprepared

…switching in particular, we have seen three consecutive quarters of double-digit order growth and an acceleration from Q4 into Q1. This shows our competitive strength…

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