Cisco (CSCO): FY25 Q2 earnings call, Feb 12, 2025
No Kalshi or Polymarket word markets were listed for Cisco’s Feb 12, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).
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quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
82 matches for “AI”; 5 quoted, at least 25 words apart.
…accounted for 56% of our total revenue in the quarter. Importantly, our AI infrastructure orders with webscalers in Q2 surpassed $350 million, bringing our year-to-date…
…to this high growth customer market as they scale their infrastructure for AI. Within SP & Cloud, orders from telco customers grew more than 20%,…
…as their trusted end-to-end partner, particularly as they develop and deploy sovereign AI clouds to digitally transform government services. Now some color on demand from…
…on our 51.2 terabit Silicon One chip become available in April for AI cloud buildouts. We are also starting to see growth in AI orders…
…our integrated systems including Nexus, UCS and additional solutions to power the AI applications they are deploying today. Additionally, our recently launched Cisco AI POD…
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