Cisco Systems, Inc. (NASDAQ:CSCO) Raymond James 2022 Technology Investors Conference Call December 6, 2022 9:45 AM ET Company Participants Kip Compton - SVP, Strategy and Business Development Conference Call Participants Simon Leopold - Raymond James Simon Leopold Folks, thank you very much. My name is Simon Leopold, Raymond James' Data Infrastructure Analyst, here at our in-person tech conference in New York. It's exciting to see people again, to get dressed and to put shirt on with buttons and shoes, nice ...

Cisco Systems, Inc. (NASDAQ:CSCO) Credit Suisse 26th Annual Technology Conference Transcript November 29, 2022 1:40 PM ET Company Participants Kip Compton - Senior Vice President, Strategy and Business Development Conference Call Participants Sami Badri - Credit Suisse Sami Badri All right. Thank you, everyone, for joining us. Kip Compton Yeah. Sami Badri Kip, please go ahead. Kip Compton Yeah, that’s good. Sami Badri Yeah. Actually, you can sit right here if you want as well. Kip Compton That would be grea ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _____________________________________ FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 29, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-39940 _____________________________________ CISCO SYSTEMS, INC. (Exact ...

Cisco Systems, Inc. (NASDAQ:CSCO) Q1 2023 Earnings Conference Call November 16, 2022 4:30 PM ET Company Participants Marilyn Mora - Head, Investor Relations Chuck Robbins - Chair & Chief Executive Officer Scott Herren - Chief Financial Officer Conference Call Participants Meta Marshall - Morgan Stanley Tal Liani - Bank of America David Vogt - UBS Ittai Kidron - Oppenheimer Tim Long - Barclays Paul Silverstein - Cowen & Company George Notter - Jefferies Amit Daryanani - Evercore Simon Leopold - Raymond James ...

Table of Contents CISCO SYSTEMS, INC. (Exact name of registrant as specified in its charter) Delaware 77-0059951 (State or other jurisdiction of incorporation or organization) 170 West Tasman Drive San Jose, California (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code: (408) 526-4000 Securities registered pursuant to Section 12(b) of the Act: Title of each class: Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.001 pe ...

Cisco Systems, Inc. (NASDAQ:CSCO) Deutsche Bank 2022 Technology Conference Call August 31, 2022 12:00 PM ET Company Participants Greg Dorai - Vice President of Product Management Conference Call Participants Matthew Niknam - Deutsche Bank Matthew Niknam All right. If everybody can please go ahead and take their seats, we'll go ahead and get started with our first keynote of the day. I'm Matt Niknam, for those of you who don't know me, I'm the communications analyst here at Deutsche Bank. We are very pleased ...

Cisco Systems, Inc. (NASDAQ:CSCO) Q4 2022 Earnings Conference Call August 17, 2022 4:30 PM ET Company Participants Marilyn Mora - Head of Investor Relations Chuck Robbins - Chair & Chief Executive Officer Scott Herren - Chief Financial Officer Conference Call Participants Sami Badri - Credit Suisse Tim Long - Barclays Rod Hall - Goldman Sachs Amit Daryanani - Evercore Meta Marshall - Morgan Stanley Investment Research Tal Liani - Bank of America Securities Samik Chatterjee - JPMorgan Ittai Kidron - Oppenhei ...

Summary of Cisco Systems, Inc. Investor Conference Call Company Overview - **Company**: Cisco Systems, Inc. (NASDAQ: CSCO) - **Date**: June 14, 2022 - **Participants**: Richard Scott Herren (EVP and CFO), Jared Ian Weisfeld (Jefferies) Key Points Industry Transition and Revenue Model - Cisco is transitioning to a recurring revenue model, aligning with industry trends, with overall market growth projected at 5% to 7% over the next five years, while subscription growth is expected at 15% to 17% [3][4] - As of the last quarter, 43% of Cisco's revenues were recurring, with an annualized recurring revenue (ARR) exceeding $22 billion and remaining performance obligations (RPO) of about $30 billion, of which $16 billion is expected to convert to revenue within the next 12 months [4] Financial Performance and Challenges - The April quarter experienced a mixed performance with flat year-on-year revenue growth and a total top-line impact of approximately $500 million due to supply chain constraints and the cessation of operations in Russia and Belarus, which accounted for a $200 million revenue loss [5][6][11] - The complete shutdown in Shanghai contributed an additional $300 million impact on revenue due to supply chain disruptions [9][10] Demand and Supply Chain Insights - Demand remains strong, with a backlog exceeding $15 billion and a significant portion attributed to software [40] - The company added over $1 billion to its backlog in Q3, indicating solid demand despite supply chain issues [16] - Cisco's supply chain team is actively qualifying second and third sources for critical components and redesigning products to mitigate supply chain challenges [21][22] Gross Margin and Pricing Strategy - Gross margins were down year-on-year by about 80 basis points due to increased component costs and logistics expenses [25] - Cisco has implemented price increases to offset rising costs, with two price hikes in the last 12 months [26][34] Market Position and Future Outlook - Cisco is well-positioned for potential economic downturns, with $30 billion in RPO and a strong backlog, indicating resilience in demand [45] - The company is evaluating M&A opportunities but remains disciplined, focusing on strategic fits and cultural alignment [47][48] Security and Silicon Strategy - Security is identified as a significant growth opportunity, with a focus on developing a comprehensive security platform rather than point products [53] - The Silicon One strategy is crucial for success with hyperscalers, emphasizing high performance and low energy consumption, aligning with sustainability goals [55] Conclusion - Cisco's transformation towards a recurring revenue model and its strategic focus on security and silicon innovation position it favorably in the market, despite current supply chain challenges and economic uncertainties [57]