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).
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quotes of at most 25 wordsSpeaker-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.
…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 efficiencies…
…work to do to ensure they have the modern, scalable, secure networking infrastructure to support their AI goals. According to our 2025 Global AI Readiness…
…solutions, and operating systems, we are well-positioned today to provide the critical infrastructure for the AI era. Now let me comment on the strong demand…
…Q1 marking the fifth consecutive quarter of double-digit growth driven by hyperscale infrastructure, enterprise routing, campus switching, wireless, industrial IoT, servers. Within our campus…
…workloads at the network edge, and the emergence of physical AI. AI infrastructure orders taken from in Q1 totaled $1.3 billion, balanced between Silicon One…
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