Cisco Systems Inc Q1 2022 Earnings Call Transcript - Thomson StreetEvents

Cisco Systems Inc Q1 2022 Earnings Call Transcript

Cisco Systems Inc Q1 2022 Earnings Call Transcript - Thomson StreetEvents
Cisco Systems Inc Q1 2022 Earnings Call Transcript
Published Nov 17, 2021
Published Nov 17, 2021
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of CSCO.OQ earnings conference call or presentation 17-Nov-21 9:30pm GMT

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Cisco Systems Inc
Ticker
CSCO.OQ
Time
9:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Chuck, I guess just wanted to follow up. You have very strong order trends across all the customer verticals, but you did mention the impact that you're monitoring the Delta variant and the uncertainty around it. And we've heard the same from some of the channel partners in terms of a risk to monitor, particularly for the commercial space. Are you seeing anything weaken on the margin there? Or is there a bit more kind of uncertainty risk created because of it? And then as a quick follow-up for Scott. Scott, I do realize the supply chain constraints that you're highlighting here, but you're reiterating the full year revenue guide of 5% to 7%. Does the high end look a bit more unreachable at this point, just given that the supply constraints are beating into the second half, which probably was not expected when you gave that guide earlier?

Table Of Contents

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Cisco Systems Inc at Raymond James Technology Investors Conference (Virtual) Transcript – 2021-12-06 – US$ 54.00 – Edited Transcript of CSCO.OQ presentation 6-Dec-21 6:20pm GMT

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Cisco Systems Inc Q1 2022 Earnings Call Summary – 2021-11-17 – US$ 54.00 – Edited Brief of CSCO.OQ earnings conference call or presentation 17-Nov-21 9:30pm GMT

Cisco Systems Inc Investor Day Transcript – 2021-09-15 – US$ 54.00 – Edited Transcript of CSCO.OQ corporate analyst meeting</ 15-Sep-21 3:00pm GMT

Cisco Systems Inc Q4 2021 Earnings Call Summary – 2021-08-18 – US$ 54.00 – Edited Brief of CSCO.OQ earnings conference call or presentation 18-Aug-21 8:30pm GMT

Cisco Systems Inc Q4 2021 Earnings Call Transcript – 2021-08-18 – US$ 54.00 – Edited Transcript of CSCO.OQ earnings conference call or presentation 18-Aug-21 8:30pm GMT

Cisco Systems Inc and Oppenheimer Holdings Inc to Host a Tech Talk on Cisco’s Collaboration Business Transcript – 2021-06-24 – US$ 54.00 – Edited Transcript of CSCO.OQ conference call or presentation 24-Jun-21 3:00pm GMT

Cisco Systems Inc and Evercore Inc to Host a Tech Talk on Cisco's Optical Systems and Optics Group Transcript – 2021-06-22 – US$ 54.00 – Edited Transcript of CSCO.OQ conference call or presentation 22-Jun-21 4:00pm GMT

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MLA:
Thomson StreetEvents. "Cisco Systems Inc Q1 2022 Earnings Call Transcript" Nov 17, 2021. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2022-Cisco-Systems-Inc-Earnings-Call-T14970081>
  
APA:
Thomson StreetEvents. (2021). Cisco Systems Inc Q1 2022 Earnings Call Transcript Nov 17, 2021. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2022-Cisco-Systems-Inc-Earnings-Call-T14970081>
  
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