Cisco (CSCO): FY25 Q4 earnings call, Aug 13, 2025

Wed, Aug 13Earnings callSpeaker-labelled transcriptCisco

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).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

12 matches for “Tariff”; 5 quoted, at least 25 words apart.

Mark Pattersoncompanyprepared

…50 basis points. Our total gross margin included a small impact from tariffs, which was slightly favorable compared to our estimate that was included in…

Mark Pattersoncompanyprepared

…to our shareholders. Turning to guidance. While we have some clarity on tariffs, we are still operating in a complex environment. Our Q1 and fiscal…

Mark Pattersoncompanyprepared

…for semiconductors and certain electronic components. And finally, a small impact from tariffs on copper, steel and aluminum and retaliatory tariffs. We will continue to…

Simon Matthew Leopoldanalystqa

…vertical with potential budget cuts and enterprises worried about the implications from tariffs may have accelerated some of the orders, therefore, pulling them from the…

David Vogtanalystqa

…second question for you is I appreciate all the detail on the tariff impact, I appreciate that in the slide, but can you help us…

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