CLAIM #17844 · Cisco Systems Inc (CSCO) · 2025Q4 earnings call · Aug 13, 2025

“So we think that's going to kick in next year as well.”

Charles Robbins · CEO

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In context

“ough the remaining quarters of the fiscal year. Charles H. Robbins: Aaron, thanks. So let me just say that the AI opportunity is clearly one that we have been pleased with our execution on -- and as we look out -- I think the dynamic that you're talking about is strictly connected to just year-over-year comps later in the year. I don't think it's got -- it hasn't -- it's not meant to signal any change in demand or anything that we think. I think one of the questions that I expect is does the campus refresh begin to kick in? And should that be a big revenue driver next fiscal year? And if you think about the campus the Cat9k is in year 8 of this transition. So it's -- and lots of customers will take a lot of time to evaluate that and look at those products before they begin to deploy them. So we think that's going to kick in next year as well. And we're pleased with the progress we made on AI. But I think the annual progression is really related to comps. Mark, do you have anything to add? Mark Patterson: No, I think that's right, Chuck. You have to think back as well in prior year, other than Q4, that's the first quarter that really was apples-to-apples in terms of having Splunk in the prior year. So some of the growth rates before Q4 were obviously higher than they would be otherwise. Ahmed Sami Badri: Thank you, Aaron. Michelle, we can move to the next analyst. Operator: Meta Marshall with Morgan Stanley. Meta A. Marshall: Great. Maybe a couple for me. Just one, how are you looking at security and business maybe in particular, you've now anniversaried at Splunk as you guys just mentioned, but just kind of how are you looking”

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SEC filings for CSCO ↗ · Quote is verbatim from the 2025Q4 earnings call.