CLAIM #17428 · CSCO (CSCO) · 2021Q4 earnings call · Aug 18, 2021 · due Jul 31, 2023
“It's a bit early and I'd say maybe the second half of next year we can get -- or this fiscal year, we can give you a little more on that. And then, into fiscal '23 is when it's a decent size number.”
Chuck Robbins · CEO
In context
“e -- I mean, Customer Success Specialists that are in the field that are working with customers every day, we've got virtual teller inside the organization also doing Customer Success, so the adoption piece is really important. As it relates to DNA, then -- we've had sort of a handful in the first half of this year of those renewals that will come through, there's a little bit more in the second half and then fiscal '23 is where it's actually a much more meaningful number. And our teams have been working on the underlying processes, the metric. the process, the systems, measurements, and the engineering teams have been working really hard on continuing to evolve the offer to ensure that there's enough innovation going forward that will optimize our opportunity on the renewal side of it. It's a bit early and I'd say maybe the second half of next year we can get -- or this fiscal year, we can give you a little more on that. And then, into fiscal '23 is when it's a decent size number. Ben Bolan: Thank you. Marilyn Mora: Great. Thanks, Ben, for the question. And Chuck will want to come with some closing remarks or I can close it up? Chuck Robbins: I'll close it now and head it to you. I'm really proud of our team. I'm really proud of the performance, and we're certainly pleased with the demand that we've seen. I'm super happy with the transformation, we believe our investments are paying off, our software business, the work we're doing with the web-scale and the cloud providers, and across the portfolio. I think our technology will help our customers deal with this emerging focus on resiliency and agility and adaptability, and then most of all, I want to thank our teams for the incredible execution, not only in Q4 but over the last 12 to 18 months during a very complic”
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SEC filings for CSCO ↗ · Claim quote is verbatim from the 2021Q4 earnings call.