Cisco (CSCO): FY26 Q2 earnings call, Feb 11, 2026

Wed, Feb 11Earnings callSpeaker-labelled transcriptCisco

No Kalshi or Polymarket word markets were listed for Cisco’s Feb 11, 2026 earnings call (FY26 Q2). 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.

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

Charles Robbinscompanyprepared

…be offset by a decline in our prior generation portfolio. Turning to Splunk. We saw a similar trend in Q2 as seen in Q1 with…

Charles Robbinscompanyprepared

…of innovation to customers. So overall, we are pleased with this transition. Splunk also continued to win new customers in Q2, reaching 500 new logos…

Mark Pattersoncompanyprepared

…quarter with declines in prior generation products and the transition in our Splunk business from an on-prem deal to cloud subscriptions, partially offset by growth…

Karl Ackermananalystqa

…roughly -- or excuse me, I understand that security was weaker as Splunk transitioned from perpetual licenses to SaaS. However, could you speak to the…

Charles Robbinscompanyqa

…say. There's really 3 key points. Number one, we talked about the Splunk transition that has a short-term revenue headwind with the accounting treatment of…

Agents: this page as TSV at /api/v1/appearances/cisco:2026-02-11:earnings_call · words: /api/v1/brief?appearance=cisco:2026-02-11:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP