CLAIM #17877 · Cisco Systems Inc (CSCO) · 2026Q1 earnings call · Nov 12, 2025

“But we think the scale across opportunity will continue to grow and evolve.”

Chuck Robbins · CEO

How to check this claim

This claim states no checkable outcome, so Maat records it without grading it.

In context

“ening engagement? Because I guess our view is that scale across has strengthened throughout the quarter. So kind of want to get a sense of if that is something you've picked up on as well. And then just as a follow-up question, just any commentary around DRAM pricing has certainly become more elevated, just how you guys are thinking about that in terms of the gross margin? Thanks. Chuck Robbins: Thanks, Meta. I would say that the scale across opportunity is emerging. And we obviously announced the 51.2 terabit router that will help us go after that opportunity. I'd say in general, most of what we saw in Q1 was just a deepening of existing use cases. We won the four new ones, but candidly, there wasn't a ton of new orders from them during the quarter. So those are all yet to be recognized. But we think the scale across opportunity will continue to grow and evolve. And again, we saw pretty meaningful acceleration in pluggable optics which is a really solid business for us and gives us yet another opportunity to pursue with these customers. On the DRAM question, Mark, I'll pass that one to you. Mark Patterson: Yes. So I would just say across memory as well as PCB and optics, we've noticed a bit of tightening of supply. On the memory side, we've seen what you all have all seen as well and that's pretty significant price increases as well. Both of those in terms of the supply as well as the pricing though are both included and considered in our updated guide for the Q2 as well as the year. Sami Badri: Thank you, Meta. Michel, can we move to the next analyst? Operator: Thank you. Tal Liani with Bank of America. Your line is open. Tal Liani: Hello. Great”

Verify independently

SEC filings for CSCO ↗ · Quote is verbatim from the 2026Q1 earnings call.