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: Joseph Lima Cardoso - JPMorgan Chase & Co, Research Division - Analyst
: This is Joe Cardoso on for Samik. Just one question for me. You mentioned double-digit growth across all your customer verticals
from an order perspective but also mentioned service provider continuing to be weak. I was just hoping you could touch on what
you're seeing under the hood in service provider. And specifically, if I split it up between telco AI and non-AI cloud, how did those
track compared to 90 days ago?
And then just quickly, a quick clarification on the $0.5 billion in orders in AI. Any way you can parse it out, like how many customers
is reflected in that order number? And then just quickly clarify if that's all hyperscale or if there's any Tier 2 cloud or enterprise
customers in that mix.
Question: David Vogt - UBS Investment Bank, Research Division - Analyst
: I'm not going to belabor the point on orders, but I wanted to ask a question about AI order specifically in terms of your ability to
ship to customers and where you are in trials. The reason why I ask is we've heard from a lot of companies in the industry that there's
some supply chain considerations that are maybe causing commercial deployments and revenue (inaudible) may be pushed out to
2025. So I just want to get a sense for that 500 orders that you referenced in your prepared remarks, how does that flow through?
And then along with that, in the guidance that Scott provided for fiscal '24, how much, if any, is AI-related this year? And if not, why?
And when -- going back to my first point, when do we start to see it in your P&L?
REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us
consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies.
AUGUST 16, 2023 / 8:30PM, CSCO.OQ - Q4 2023 Cisco Systems Inc Earnings Call
Question: David Vogt - UBS Investment Bank, Research Division - Analyst
: Got it. And maybe just a quick follow-up. So Scott, were there orders from AI last quarter in the product order commentary? Are
these basically new orders in this most recent fiscal quarter? Is that maybe the right way to think about it?
|
