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 April 30, 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 n ...

Cisco Systems, Inc. (NASDAQ:CSCO) J.P. Morgan 50th Annual Global Technology, Media & Communication Conference May 23, 2022 3:10 PM ET Company Participants Todd Nightingale - EVP and General Manager of the Enterprise Networking and Cloud Group Conference Call Participants Samik Chatterjee - JPMorgan Samik Chatterjee Good afternoon, everyone. Welcome to the afternoon session, one of the afternoon sessions today, and we have the pleasure of hosting Cisco, and specifically, Todd Nightingale, who's the EVP and G ...

Cisco Systems, Inc. (NASDAQ:CSCO) Q3 2022 Earnings Conference Call May 18, 2022 4:30 PM ET Company Participants Marilyn Mora - Head of IR Chuck Robbins - Chair and CEO Scott Herren - CFO Conference Call Participants Meta Marshall - Morgan Stanley Samik Chatterjee - JPMorgan Ittai Kidron - Oppenheimer Simon Leopold - Raymond James Sami Badri - Credit Suisse Rod Hall - Goldman Sachs Tal Liani - Bank of America Paul Silverstein - Cowen David Vogt - UBS Ben Harwood - New Street Research Tim Long - Barclays Amit ...

Cisco Systems, Inc. (NASDAQ:CSCO) Morgan Stanley Technology, Media and Telecom Conference 2022 Call March 10, 2022 4:50 PM ET Company Participants Marilyn Mora - Head of Investor Relations Shailaja Shankar - Senior Vice President and General Manager, Cisco Security Business Group Conference Call Participants Meta Marshall - Morgan Stanley Meta Marshall Welcome everybody. We're going to have Marilyn come up real quick to read the Cisco Safe Harbor. And then we'll jump into our conversation with Shaila from C ...

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 January 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 ...

Welcome to Cisco's second quarter fiscal year 2022 financial results conference call. At the request of Cisco, today's conference is being recorded. If you have any objections, you may disconnect. Now I would like to introduce Marilyn Mora, head of investor relations. Ma'am, you may begin. Welcome, everyone, to Cisco's second quarter fiscal 2022 quarterly earnings conference call. This is Marilyn Mora, Head of Investor Relations, and I'm joined by Chuck Robbins, our Chair and CEO, and Scott Herron, our CFO. ...

Cisco Systems, Inc. (NASDAQ:CSCO) Barclays Global Technology, Media and Telecommunications Conference Call December 8, 2021 10:55 AM ET Company Participants Marilyn Mora - Head of Investor Relations Chuck Robbins - Chairman & Chief Executive Officer Conference Call Participants Tim Long - Barclays Tim Long Hello, everybody. Tim Long here at Barclays, along with my colleague, George Wang. Thank you for joining us for a fireside chat with Cisco. We're very happy to have Chuck Robbins with us today, obviously, ...

Summary of Cisco Systems, Inc. Conference Call Company Overview - **Company**: Cisco Systems, Inc. (NASDAQ: CSCO) - **Event**: Raymond James 2021 Technology Investors Conference - **Date**: December 6, 2021 - **Key Participant**: Liz Centoni, Chief Strategy Officer Core Industry Insights - **Industry**: Technology, specifically focusing on networking, security, and collaboration solutions Key Points and Arguments Innovation and Strategy - Cisco emphasizes the importance of organic innovation, citing **Silicon One** as a significant example of their efforts in this area [5][6] - The company has identified **four customer priorities**: reimagining applications, modernizing infrastructure, securing enterprises, and supporting hybrid work [6][7] - Cisco's strategy includes **six strategic pillars** that guide their innovation efforts, focusing on areas like secure agile networks and automation [7][8] Total Addressable Market (TAM) - Cisco projects a **TAM of $900 billion by 2025**, with various segments contributing to this figure [14][19] - Breakdown of TAM includes: - **Secure Agile Networks**: Approximately **$70 billion** [15] - **Hybrid Work and Collaboration**: Approximately **$50 billion**, with an additional **$30 billion** from related services [16] - **Expansion TAM**: Estimated at **$140 billion**, primarily driven by software growth [19] - **Future Work and Automation**: Additional **$500 billion** opportunity identified [19] Complexity and Customer Experience - Cisco acknowledges its complexity as a large company with diverse product offerings but aims to simplify customer experiences [20][21] - The company is working on delivering **common services and portfolios** to enhance user experience and reduce complexity [24][25] - Cisco's **enterprise agreements** are designed to simplify licensing and improve customer purchasing experiences [26][28] Subscription Model and Operations - The shift to a **subscription-based model** began three to four years ago, impacting Cisco's go-to-market strategies and operational efficiencies [27][28] - The company is focused on enabling multi-product sales and simplifying licensing agreements to meet customer demands [28] Full-Stack Observability - Cisco defines **full-stack observability** as the ability to monitor and correlate data across all application layers, from infrastructure to user experience [36][41] - This approach allows customers to prioritize alerts based on business impact, enhancing operational efficiency [41][42] Security and Integration - Cisco is integrating security measures within its observability tools, ensuring that security alerts and incidents are correlated with application performance [44][45] - The collaboration between security and observability teams is crucial for delivering comprehensive solutions to customers [44][46] Market Position and Future Outlook - Cisco positions itself as a **top 10 software company**, emphasizing its commitment to innovation and cloud solutions [60] - The company aims to enhance its communication regarding its capabilities in hybrid multi-cloud environments, which are increasingly important to customers [58][59] Additional Important Insights - Cisco's investments in private companies and startups are part of its strategy to drive innovation and identify acquisition targets [11][12] - The company is focused on addressing customer needs for agility and seamless connectivity across on-premise and cloud environments [56][57] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting Cisco's focus on innovation, market opportunities, and customer experience.