“Our customers are making strategic decisions on their future road map and recognize Cisco's unparalleled portfolio is critical to their strategies. We believe they are still in the early phases of their next-generation platform buying decisions and expect our momentum to continue.”

In context

“rs. In our web scale business, we delivered another incredible quarter. Our order growth was up more than 70% year-over-year, which is over 100% growth on a trailing four-quarter basis. We continue to see exceptional performance, driven by the rapid pace of adoption of our 400-gig solutions and our routed optical networking portfolio, which grew over 50%, fueled by the Cisco 8000 product line, Acacia and Silicon One. We're also seeing tremendous traction with ZR Optics as part of the routed optical network strategy. Our Optical Systems and Acacia businesses both saw significant double-digit growth, driven by our web scale customers. The innovations we've invested in over the last several years have positioned us well as the largest players in this space adopt next-generation technologies. Our customers are making strategic decisions on their future road map and recognize Cisco's unparalleled portfolio is critical to their strategies. We believe they are still in the early phases of their next-generation platform buying decisions and expect our momentum to continue. From a product revenue perspective, we delivered another strong and balanced quarter with 9% growth with broad-based demand across the majority of our product portfolio. This was led by increased customer spending to modernize their networks, securely connect their hybrid workforce and build out their 5G networks, all with a strong uptake of our subscription offerings. We continue to prioritize investments that will drive our long-term performance and capitalize on the mega trends in large growing markets, including cloud, full stack observability, 5G, 400-gig, WiFi 6 and security. Our expertise in these areas, along with the deep integration of hardware, software and silicon across our portfolio, differentiates us and sets us up to win. Our team continues to innovate at a speed and scale”