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CLAIM #17525 · CSCO (CSCO) · 2022Q4 earnings call · Aug 17, 2022 · due Jul 31, 2023

So I think we'll just continue to see improvement.

Chuck Robbins · CEO

PENDING
graded after results covering Jul 31, 2023 are reported

In context

ur first 800-gig system to one of the web scale players, we can continue to see them take advantage of these higher speed platforms. Tal Liani: Greta. Thank you. Chuck Robbins: Now, Tal, you also asked about security? Tal Liani: Yes, I did. Chuck Robbins: So we saw -- I think Scott mentioned this in his -- we had some really good growth and some backlog movement, to be honest, on the firewall side. So we had a really solid quarter on shipments from a firewall perspective. But we also had strength in our endpoint business. We had strengthened our Zero Trust business. And we're continuing to -- that is the number one investment area for the company this year, and it is -- we're continuing to drive, I think, greater innovation there and evolve that portfolio as we've described strategically. So I think we'll just continue to see improvement. But this quarter did get a boost from us clearing some backlog in the firewall space. Tal Liani: Thank you. Chuck Robbins: Thanks. Marilyn Mora: Thanks Tal. Next question. Operator: Samik Chatterjee with JPMorgan. You may go ahead. Samik Chatterjee: Hi. Thanks for taking my questions, and congrats on the good execution this quarter. I guess, I wanted to dive into the order numbers a bit here. And historically, you've talked about SMB or commercial being a bit more of a leading indicator into enterprise trends. But when you look at the order trends right now, it does seem like you're seeing a bit more of a volatility around the enterprise orders related to the commercial segment. And so I wanted to see if there's anything that you can help us in terms of thinking about the trends we're see

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SEC filings for CSCO · Claim quote is verbatim from the 2022Q4 earnings call.