Cisco Systems Inc (XSWX:CSCO)
CHF 93.27 -3.75 (-3.87%) Market Cap: 363.57 Bil Enterprise Value: 375.46 Bil PE Ratio: 36.94 PB Ratio: 9.17 GF Score: 83/100

Cisco Systems Inc at Bank of America Global Technology Conference Transcript

Jun 04, 2026 / 05:40PM GMT
Release Date Price: CHF101.08
Unidentified Participant

So thank you very much for joining us.

I'm happy, I'm so glad and grateful for Cisco for joining us because they have their own event and they join us kind of to the third day.

Peter Bailey is SVP and GM of Cisco Security and I'm happy to actually speak with you now because. As you articulated on the last conference call, we are going to see better growth. So the purpose of the call is really to understand Cisco security business, to understand what drove the slow growth before and what is driving the acceleration of growth in the future, to understand the portfolio, the target markets, et cetera.

Questions & Answers

Unidentified Participant;Peter Bailey
Cisco Systems Inc -

I'm going to start with an easy question just because maybe there are some people that don't understand the story and the easy question of kind of just to start the discussion is, what's in your portfolio? Meaning, can you articulate the portfolio and the portfolio strategy? Where are you going? What are you going after?

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