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.
23 matches for “Security”; 5 quoted, at least 25 words apart.
…for Cisco. With our industry-leading networking portfolio, powered by Silicon One, AI-native security solutions, and operating systems, we are well-positioned today to provide the critical…
…on-prem physical environments. This includes our networking and collaboration products enhanced by security and observability. In addition, Cisco announced an expansion of our NVIDIA partnership…
…sovereign neo and enterprise customers to ramp in 2026. Now shifting to security. We continue to see order growth for our new and refreshed products,…
…revenue for on-prem deals is recognized on delivery. This shift negatively impacted security revenue growth in Q1, it is purely a timing issue. We are…
…double-digit growth and campus switching had growth in the high single digits. Security was down 2%, reflecting declines in prior generation products, and a shift…
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