Cisco Systems Inc (LIM:CSCO)

$ 57.71 0 (0%) Market Cap: 236.89 Bil Enterprise Value: 250.21 Bil PE Ratio: 25.53 PB Ratio: 5.22 GF Score: 62/100

Cisco Systems Inc at Credit Suisse Technology, Media & Telecom Conference Transcript

Dec 03, 2019 / 06:05PM GMT

Release Date Price: $50

Transcript

Ahmed Sami Badri;dit Suisse AG

CrÃ;Research Division - Senior Analyst

© -

Okay. Great. Thank you, everyone, for joining us. I'm Sami Badri with Credit Suisse. I cover the communications infrastructure and communications equipment sectors. Today, we have Gee Rittenhouse, SVP and GM of the Security Business Group at Cisco.

Questions & Answers

Ahmed Sami Badri;dit Suisse AG;Gee Rittenhouse

CrÃ;Research Division - Senior Analyst;Cisco

© -

So I guess to kick it off, Gee. As you think about Cisco's business and the various Security businesses that you have acquired over time and where they all fit in the market, where could you say Cisco is positioned today? Would you say the portfolio is completed? Or would you say there's still a bit of a runway to go? And maybe perhaps you could highlight some of the key main acquisitions you guys have made to make significant headway into the security sector or industry, I guess, you could call it, that would be great, just to tee it off.

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