Cisco (CSCO): FY25 Q4 earnings call, Aug 13, 2025
No Kalshi or Polymarket word markets were listed for Cisco’s Aug 13, 2025 earnings call (FY25 Q4). 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.
15 matches for “Infrastructure”; 5 quoted, at least 25 words apart.
…and software operating systems, Cisco is well positioned to provide the critical infrastructure needed for the AI era. Now let me comment on the demand…
…Q4, marking the fourth consecutive quarter of double-digit growth, driven by webscale infrastructure, switching, enterprise routing, industrial IoT and servers. There is strong interest from…
…U.S. domestic investments as part of their trade agreements. As more strategic infrastructure and manufacturing is brought onshore to the United States, Cisco is well…
…several large deals in Q4, not included in the previously mentioned AI infrastructure orders. Our newly forged Middle East strategic partnerships, including HUMAIN, G42 and…
…we frame it into three distinct but connected pillars. First, AI training infrastructure for webscale customers. Combinations of our Cisco 8K, Silicon One, optics and…
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