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.

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

Chuck Robbinscompanyprepared

…by triple-digit growth in webscale. In Q1, our webscale customers placed AI infrastructure orders in excess of $300 million. Our AI pipeline continues to be…

Chuck Robbinscompanyprepared

…saw double-digit product order growth overall, driven by switching, wireless, and internet infrastructure. Looking at data center switching in particular, we have seen three consecutive…

Chuck Robbinscompanyprepared

…world are anticipating a transformative wave of AI technology demand driven by infrastructure, cybersecurity, and customer experience, which they expect to fuel the majority of…

Chuck Robbinscompanyprepared

…on a slide as part of our quarterly materials. First, AI training infrastructure for webscale customers: AI networks demand scalable, programmable, low-power switches with advanced…

Chuck Robbinscompanyprepared

…within the next two years, yet only 13% of organizations say their infrastructure is ready for AI today, according to the Cisco AI Readiness Index.…

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