Cisco Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 08, 2023 / 04:00PM GMT
Meta A. Marshall - Morgan Stanley, Research Division - VP

Welcome, everybody. Before we get started, I'll read some research disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at

If you have any questions, please reach out to your Morgan Stanley sales representative. For those who don't know me, I'm Meta Marshall. I lead up the networking coverage here at Morgan Stanley. We're delighted today to have Cisco and Jonathan Davidson, which I was saying always has a new title that's grander and grander, but now we have a EVP and GM of Cisco's networking business.

Jonathan Davidson - Cisco Systems, Inc. - Executive VP & GM of Cisco Networking


Questions and Answers:

Meta A. Marshall - Morgan Stanley, Research Division - VP

Perfect. So Cisco is coming off of a very strong quarter. You guided to double-digit growth for the year in light of macro headwinds understanding there's backlog release as part of that. But
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