“I expect the impact to be greatest in Q2 and in Q3. But when you look at the order growth, we do see a return to order growth in the second-half of the year, both sequentially and year-on year as we get there.”

In context

“th of the business and our ability to capitalize on the key growth opportunities ahead. I'll now turn it back to Sami, so we can move into the Q&A. Sami Badri: Thanks, Scott. Michelle, let's go ahead and queue-up for questions. Operator: Thank you. Tal Liani with Bank of America. You may go ahead, sir. Sami Badri: Tal, you there? Tal Liani: Yes. Sorry. I was on mute. Now you can hear me. What is your assumption on the growth seasonality after the next quarter? Are we back in your assumptions to normal seasonality? Or do you expect kind of different seasonality than previous years? Chuck Robbins: Yes, Tal, it's a great question. As I said in -- well, we talked about one quarter to two quarters of basically inventory, but shipped product that's at our customers, it's not yet been installed. I expect the impact to be greatest in Q2 and in Q3. But when you look at the order growth, we do see a return to order growth in the second-half of the year, both sequentially and year-on year as we get there. Tal Liani: So in terms of revenue recognition, you expect 3Q to -- the 2Q to 3Q sequentials, that's -- that was my question. Do you expect 3Q to be weaker than previous seasonality? Or do you expect it to be the same as previous seasonality? Or even sequentially? Chuck Robbins: No, from a revenue standpoint, we don't guide bookings, Tal, but from a revenue standpoint, I do see sequential increase, Q2 to Q3. Tal Liani: Okay. Thank you. Sami Badri: All right. Thank you, Tal. Chuck Robbins: Thank you, Tal. Sami Badri: Michelle, next question. Operator: Meta Marshall with Morgan Stanley Investment Research. You may go ahead. Meta Marshall: Great. Thanks so much. Maybe just a question on, if you see the investment categories kind of changing maybe free, the orders that you've seen, and then wh”