MAAT INDEX

CLAIM #17779 · CSCO (CSCO) · 2025Q1 earnings call · Nov 13, 2024 · due Jul 31, 2025

So, I do think we'll see. Those aren't lost transactions.

Scott Herren · CFO

PENDING
graded after results covering Jul 31, 2025 are reported

In context

ready the service provider performance that we had during the quarter. And so, I think the only real vertical I would call out is the U.S. federal issue that I just explained. I don't think there's anything else that we've seen relative to the elections at this point. Scott Herren: No. And the thing to think about, Matt, about the delays that we're seeing in U.S. fed is they are delays. This is not deals that were lost through that. It's pressure that's being put on by the continuing -- the funding of continuing resolution in the Fiscal Responsibility Act. So, we do see some of those coming back as we get past the continuing resolutions. It looks like the Republicans will carry both Houses of Congress and the White House. And so, I would expect to get a budget in place relatively quickly. So, I do think we'll see. Those aren't lost transactions. And just to emphasize a point that Chuck just said, total product order growth organically and excluding the impact of U.S. fed is up mid-to-high teens. So, I think in line with what you would have expected. Chuck Robbins: Lots of strength everywhere else. Scott Herren: Yeah. Sami Badri: All right. Thank you, Matt. Michelle, we can go to the next question. Operator: Thank you. Michael Ng from Goldman Sachs. You may go ahead, sir. Michael Ng: Hi, good afternoon. Thank you very much for the question. I wanted to ask about security. It was encouraging to hear about the first seven-figure Hypershield deal in the quarter. Could you just talk a little bit more about that, the nature of that deal? I think it was only recently made available. So, it feels like it's early days, but maybe you can t

Verify independently

SEC filings for CSCO · Claim quote is verbatim from the 2025Q1 earnings call.