Cisco (CSCO): FY25 Q3 earnings call, May 14, 2025

Wed, May 14Earnings callSpeaker-labelled transcriptCisco

No Kalshi or Polymarket word markets were listed for Cisco’s May 14, 2025 earnings call (FY25 Q3). 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.

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

Chuck Robbinscompanyprepared

…subscription revenue, which all support our future performance. In addition, we received AI infrastructure orders from web-scale customers in excess of $600 million in Q3,…

Chuck Robbinscompanyprepared

…the valuable outcomes we are delivering for customers in the era of AI. Looking at demand in more detail by customer market. I'd also like…

Chuck Robbinscompanyprepared

…digits in Q3, after a challenging first half. During the quarter, our AI-powered cloud managed Meraki for government networking solution also achieved FedRAMP authorization from…

Chuck Robbinscompanyprepared

…which is essential for critical application deployments. As I mentioned earlier, the AI infrastructure orders we have received from web-scale customers were exceptionally strong in…

Chuck Robbinscompanyprepared

…demonstrating the growing importance of our technology to web-scale customers for their AI training use cases. AI orders from enterprise customers continue to show momentum…

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