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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
17 matches for “Infrastructure”; 5 quoted, at least 25 words apart.
…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 total…
…increasing relevance to this high growth customer market as they scale their infrastructure for AI. Within SP & Cloud, orders from telco customers grew more…
…Networking product orders grew double-digits driven by switching, enterprise routing, webscale infrastructure, and industrial networking applications in our IoT products. Campus switching orders…
…making it easier for partners to sell and customers to deploy AI infrastructure. I also want to call out the strong performance of our Industrial…
…and industrial security. As the United States takes steps to onshore strategic infrastructure, such as semiconductor fabrication plants, manufacturing, and scaled AI power sources, we…
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