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.

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

Chuck Robbinscompanyprepared

…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, bringing…

Chuck Robbinscompanyprepared

…from a product perspective. Networking product orders grew double-digits driven by web-scale infrastructure, enterprise routing, switching and our industrial IoT products. Campus switching orders…

Chuck Robbinscompanyprepared

…Things portfolio comprised of ruggedized catalyst products grew 35% year-over-year. As strategic infrastructure and manufacturing begins to onshore to the United States, Cisco is well-positioned…

Chuck Robbinscompanyprepared

…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 the…

Chuck Robbinscompanyprepared

…will embed security end-to-end. From the application to the workload to the infrastructure, using solutions like Cisco AI Defense and hybrid mesh firewall, enabling enterprise…

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