CLAIM #17908 · Cisco Systems Inc (CSCO) · 2026Q2 earnings call · Feb 11, 2026

“So we're starting to see some early, early success there, and I think it will only ramp from here.”

Charles Robbins · CEO

How to check this claim

Look at: Number of active NVIDIA-related field engagements (as tracked and disclosed by Cisco)

It came true if: Sequential growth rate in engagement count reported for a subsequent quarter is positive (ramp continues), ideally exceeding prior quarter's growth trend

Where: management commentary on subsequent earnings calls (Cisco Q3/Q4 FY'26 calls)

Knowable after: 2026-07-31

In context

“impact in FY '26. And so we don't need that to actually accelerate for the guide that we've provided. It's purely upside. And then the neoclouds, I'd say, are generally the same. We expect the ramp to begin in the second half, but really be FY '27. As it relates to NVIDIA, I think we had a quarter where we really began to see the acceleration of the engagements. We track the number of engagements we have in the field with NVIDIA. And while it was not a massive number leading up, we increased it by 70% from -- sequentially. And so we see those engagements continue to increase. We had -- obviously, Jensen was recently with us at our AI Summit and talked about the power of their GPU and compute with our networking and security, which was emblematic of the relationship and why we're doing it. So we're starting to see some early, early success there, and I think it will only ramp from here. Operator: Meta Marshall with Morgan Stanley. Meta Marshall: Maybe building on that last question, just kind of the -- coming out of that AI Summit, clearly talking to a lot of customers. Just where are you seeing or how evolved is that enterprise appetite for investment? Or when do you think that, that kind of enterprise AI story takes off more? And then maybe just a second question, just in terms of the price increases, any demonstrable kind of change to demand or forward ordering that you saw as a result of that? Charles Robbins: I'll take the first. You take the second. Okay. So on the AI front, I think, first of all, on the AI Summit, I think if you looked at the lineup of representation that we have there, I think it speaks to the partnerships that we've built and the role that the e”

Verify independently

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