Cisco (CSCO): FY25 Q3 earnings call, May 14, 2025
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).
UpdatedTranscript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
22 matches for “Tariff”; 5 quoted, at least 25 words apart.
…services gross margin was 71.3%, down 30 basis points. The impact of tariffs on our gross margin was favorable to what was estimated in the…
…to our shareholders. Turning to guidance. While we've seen some progress on tariffs, there continues to be uncertainty. Our guide assumes current tariffs and exemptions…
…the 90-day pause on July 9 and then reverting to country-specific reciprocal tariffs partly offset by an exemption for semiconductors and certain electronic components. And…
…right now, just given the uncertainty kind of with some of the tariffs that you laid out and just whether you kind of saw any…
…customer who decided to pull something forward because they were concerned about tariffs. But we looked at a ton of data points to see if…
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