Cisco (CSCO): FY26 Q1 earnings call, Nov 12, 2025
No Kalshi or Polymarket word markets were listed for Cisco’s Nov 12, 2025 earnings call (FY26 Q1). 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.
50 matches for “AI”; 5 quoted, at least 25 words apart.
…year with product revenue up 10% driven by robust demand for our AI infrastructure and campus networking solutions. Our strong top-line performance combined with operating…
…networking and the strength of our portfolio as organizations look to deploy AI across their businesses. That said, we know many customers still have a…
…organizations feel their IT infrastructure can accommodate the needs of their planned AI projects, which creates a massive opportunity for Cisco. With our industry-leading networking…
…products, indicating that enterprise customers are investing in the connectivity needed for AI deployments. As early catalyst switching generations like the 4Ks and 6Ks near…
…Driven by onshoring of manufacturing to The United States, the increase of AI workloads at the network edge, and the emergence of physical AI. AI…
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