Cisco Systems, Inc. (CSCO) Barclays 23rd Annual Global Technology Conference December 10, 2025 4:20 PM EST

Company Participants

Mark Patterson - Executive VP & CFO

Conference Call Participants

Timothy Long - Barclays Bank PLC, Research Division

Presentation

Timothy Long Barclays Bank PLC, Research Division

We’re good? Yes. All right. Hi, everybody. Thanks for coming. Tim Long, Barclays’ IT hardware, com equipment analyst. Happy to have Cisco with us today. Mark Patterson, CFO, he’s been with the company a very long time. So looking...

Mark Patterson Executive VP & CFO

Yes. 26 years.

Timothy Long Barclays Bank PLC, Research Division

26. That’s a lot. A lot of years, a lot of years. So I appreciate the time. I know it’s a very busy day, a lot going on in the world here that we’re living in.

Question-and-Answer Session

Timothy Long Barclays Bank PLC, Research Division

So let’s start off with kind of a few of the hotter topics. Obviously, we’ll start with AI. You guys gave some pretty good numbers where you’re kind of couching. You’ve been couching orders for a while, couching the revenues and the revenue move. So maybe if you could touch on a little bit on kind of the strength you’re seeing in orders and revenues for AI-related optics, optical and optics and systems. If you could kind of talk about the traction of the products and how – what’s the breadth from a customer standpoint and a use case or a product standpoint, that would be helpful, to start.

Mark Patterson Executive VP & CFO

Yes, we’re seeing a lot of success. So if you just – maybe if you just go back 15 months ago, we – as we really entered our fiscal year ’25, I think a lot of folks were unsure what is Cisco’s role in this whole AI build-out. And so we put

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