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.

14 matches for “Splunk”; 5 quoted, at least 25 words apart.

Chuck Robbinscompanyprepared

…4% year over year in Q1 on top of mid-teens growth excluding Splunk a year ago with strength in our campus switching and wireless solutions.…

Chuck Robbinscompanyprepared

…in our prior generation platforms. We continue to see strong performance from Splunk, closing one of our largest Splunk deals to date in Q1 enabled…

Chuck Robbinscompanyprepared

…timing issue. We are actually pleased to see more cloud subscriptions for Splunk as they enable greater expansion. And allow us to deliver innovation faster…

Chuck Robbinscompanyprepared

…AI at scale. We also announced Cisco Data Fabric in September. A Splunk-powered architecture to unify and manage machine data across various sources allowing enterprises…

Mark Pattersoncompanyprepared

…in prior generation products, and a shift to cloud subscriptions in our Splunk business that Chuck referenced. Partially offset by growth in secure firewall, Duo,…

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