Cisco Systems Inc (BUE:CSCO)
ARS 37,080 -640 (-1.7%) Market Cap: 694.17 Tn Enterprise Value: 715.74 Tn PE Ratio: 38.87 PB Ratio: 9.65 GF Score: 70/100

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

Mar 05, 2026 / 06:00PM GMT
Release Date Price: ARS23290 (-1.56%)
Meta Marshall
Morgan Stanley & Co Ltd - Analyst

While we get situated, I'll read the disclosure off the top of my head. For any research disclosures, please see the Morgan Stanley website at researchdisclosures.com and/or reach out to your Morgan Stanley sales representative. We are delighted today to have Cisco here with us. I'm Meta Marshall. I cover networking and cybersecurity here at Morgan Stanley.

We're delighted to have the CFO, Mark Patterson; and Martin Lund, EVP of Hardware and Silicon One Systems. I think, Martin, this is one of your first more public appearances. So we're very happy to have you here.

Mark Patterson
Cisco Systems Inc - Executive Vice President, Chief Financial Officer

Well, he's been public. It's hard to keep them off stage.

Questions & Answers

Meta Marshall
Morgan Stanley & Co Ltd - Analyst

Yes, exactly. All right. Mark, maybe let's start with you. In fiscal Q2, you guys delivered revenue with product orders accelerating to 18% growth. You subsequently

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