CLAIM #17901 · Cisco Systems Inc (CSCO) · 2026Q2 earnings call · Feb 11, 2026

“But just to reiterate, P200 and G300 are not in the $5 billion expected for fiscal '26.”

Charles Robbins · CEO

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In context

“ructure side, the $5 billion that we now have raised our estimates to during fiscal 2026 does not include any of the recently announced P200 products, nor G300, also neither of the Optics solutions that we announced this week at Cisco Live EMEA. We talked about this past quarter, the mix was 60% systems, 40% optics. And I think that's been reasonably consistent over the last few quarters. Your final question about whether these open up new markets, I think these will allow us to continue to sell next-generation solutions across our existing customer base, and I think it will continue to help us gain traction with the neoclouds, the sovereign clouds, et cetera, help us get the scale across technologies out and continue to sell these solutions to existing customers as well as new customers. But just to reiterate, P200 and G300 are not in the $5 billion expected for fiscal '26. Mark? Mark Patterson: Yes. Thanks, Amit. And I'll take the gross margin question. So really, as you look at the Q3 guide, there's 2 primary things at work. One is mix and the other is memory prices, as you mentioned. First off, I just want to acknowledge the significant growth in hardware that we're seeing across our existing and new platforms that have been introduced and the fact that they're accelerating much faster than previous launches. Secondly, in terms of memory, we're going to control what we can control. And Chuck talked a little bit about the fact that we've already announced price increases. We're going to stay very close to that and adjust as needed going forward. Secondly, there's some Ts and Cs with partners and customers that we're going to adjust to really bolster our po”

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SEC filings for CSCO ↗ · Quote is verbatim from the 2026Q2 earnings call.