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) 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]

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) 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 ...

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. ...

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.