Loading...
01/10 00:28
Loading...
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Cisco's earnings call highlights strong AI-related growth, strategic partnerships, and product innovation. Despite a decline in operating cash flow, the company is investing in AI infrastructure and returning significant capital to shareholders. The Q&A section reveals confidence in AI orders, multiyear product cycles, and a shift to cloud services. Although there are challenges, such as increased DRAM pricing and a one-time revenue timing issue, the overall sentiment is positive due to optimistic guidance, strategic partnerships, and a strong AI demand outlook.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
