Q2 2025 Cisco Systems Inc Earnings Call Transcript

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Feb 13, 2025

Feb 12, 2025 / 09:30PM GMT
Operator

Ladies and gentlemen, this is the operator. Today's conference is scheduled to begin momentarily. Until that time, your lines will again be placed on music hold.

Thank you for your patience.

(Music hold)

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(audio in progress)

Charles Robbins - Cisco Systems Inc - Chairman of the Board, Chief Executive Officer

Demand growth in our Nexus portfolio, our data center switching, which predominantly goes into private cloud infrastructure into the enterprise. And then obviously, the web-scale performance that we saw with five out of the -- or, I'm sorry, three out of the six growing over 100% year-over-year, two of the six growing over 50% year-over-year, so it was very balanced.

And so far, I think that despite the geopolitical risk, despite the uncertainty that's going on in the US and in the marketplace around the world, I think the one thing our customers understand is that their need to continue spending on technology is just there. And there's so much change going on right now from a technology

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