Cisco (CSCO): FY26 Q1 earnings call, Nov 12, 2025

Wed, Nov 12Earnings callSpeaker-labelled transcriptCisco

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).

Updated

Transcript

quotes of at most 25 words

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

35 matches for “Revenue”; 5 quoted, at least 25 words apart.

Sami Badricompanyprepared

…and non-GAAP financial results. We will discuss product results in terms of revenue and geographic and customer results in terms of product orders. Unless stated…

Chuck Robbinscompanyprepared

We had a strong start to fiscal 2026 with Q1 revenue and earnings per share both coming in above the high end of our guidance…

Chuck Robbinscompanyprepared

…EPS growth of 10% as we continue to grow earnings faster than revenue. We delivered solid margins and cash flows allowing us to return $3…

Chuck Robbinscompanyprepared

…AI use cases. Expect to recognize roughly $3 billion in AI infrastructure revenue from hyperscalers in fiscal year 2026. As these hyperscale customers look to…

Chuck Robbinscompanyprepared

…Q1. With a shift to more cloud subscriptions and fewer on-premise deals. Revenue for cloud subscriptions is recognized ratably whereas product revenue for on-prem deals…

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