adminCisco 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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