Q1: 2025-11-12 Earnings Abstract
EPS of $1.00 beats by $0.02
| Income of $14.88B (7.53% Y/Y) beats by $104.06M
Cisco Methods, Inc. (CSCO) Wells Fargo’s ninth Annual TMT Summit November 18, 2025 12:30 PM EST
Firm Members
Mark Patterson – Govt VP & CFO
Convention Name Members
Aaron Rakers – Wells Fargo Securities, LLC, Analysis Division
Presentation
Aaron Rakers
Wells Fargo Securities, LLC, Analysis Division
Excellent. Why do not we go forward and get began. I am Aaron Rakers. I am the IT {hardware} and semiconductor analyst for Wells Fargo. Extraordinarily excited to have Mark Patterson right here, the CFO of Cisco, firm contemporary off of outcomes final week, an excellent stable print. So to begin with, Mark, thanks for becoming a member of us, it is actually nice.
Mark Patterson
Govt VP & CFO
Thanks, Aaron. I am right here with you and meet you in-person.
Aaron Rakers
Wells Fargo Securities, LLC, Analysis Division
Sure, positively, positively higher than the Zoom video, I believe final week, I used to be in an airplane making an attempt to do my name again with you guys. So…
Mark Patterson
Govt VP & CFO
Webex video, no matter.
Query-and-Reply Session
Aaron Rakers
Wells Fargo Securities, LLC, Analysis Division
I am sorry. However Mark, once more, I recognize it. Possibly we’ll begin by simply to stage set. After we — Cisco is an enormous firm. That is clear. Broad-based portfolio. However how do you consider the most important development drivers for Cisco as we glance out over the subsequent 12, 24 months? And possibly we’ll simply double-click from there on a few of these key themes that we’re speaking about.
Mark Patterson
Govt VP & CFO
Sure. So first off, I might simply begin with our latest quarter that we introduced earnings, actually sturdy earnings. However if you happen to take a look at our order development, if you happen to take a look at it throughout geographies, throughout buyer markets, if you happen to take a look at applied sciences, every little thing grew. Actually good steadiness, actually good power. So very broad-based. I might say you and I have been chatting somewhat bit in the past and I simply
