Cisco Management Highlights AI Infrastructure Leadership in Earnings Call

Reuters
Feb 13
Cisco Management Highlights AI Infrastructure Leadership in Earnings Call

Cisco Systems Inc. held its Q2 FY26 Earnings Results Conference Call, during which management highlighted the company’s strong performance in the first half of the fiscal year. CEO Chuck Robbins and CFO Mark Patterson discussed Cisco’s position as a critical provider of infrastructure for the AI era, emphasizing the company’s industry-leading networking portfolio, AI-native security solutions, and robust operating systems. The management team addressed recent market challenges, including significant increases in memory prices, and outlined strategies such as price adjustments and revised contractual terms to mitigate the impact. The full prepared remarks, webcast, and supplemental materials are available on Cisco’s Investor Relations website: here.

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