Cisco Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
Welcome, everybody. Before we get started, I'll read some research disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures.
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.
Great.
Questions & Answers
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
Access to All Earning Calls and Stock Analysis | |
30-Year Financial on one screen | |
All-in-one Stock Screener with unlimited filters | |
Customizable Stock Dashboard | |
Real Time Insider Trading Transactions | |
8,000+ Institutional investors’ 13F holdings | |
Powerful Excel Add-in and Google sheets Add-on | |
All data downloadable | |
Quick customer support | |
And much more... |