Cisco Systems Inc (XAMS:CIS)

$ 36.34 0 (0%) Market Cap: 188.60 Bil Enterprise Value: 201.92 Bil PE Ratio: 25.53 PB Ratio: 5.22 GF Score: 84/100

Cisco Systems Inc at UBS Technology Conference Transcript

Nov 28, 2023 / 05:55PM GMT

Transcript

David Vogt;Bill Gartner

UBS Investment Bank, Research Division - Analyst;Cisco Systems, Inc. - Senior VP & GM of Optical Systems and Optics

Great. I think we can get started. Good morning, everyone. Thank you for joining. I am David Vogt. I'm the UBS Enterprise Hardware and Networking Analyst, and we're excited to have Cisco with us today. From the company, we have Bill Gartner, SVP and General Manager of Optical Systems and Optics Group. In the audience is Sami Badri, new Head of Investor Relations, for those that don't know Sami.

So just before we get started, Bill, I'm just going to read a quick disclosure. So UBS -- so we might mention individual companies here that we have a relationship with. So if anyone has any concerns or comments, please see the UBS Research website disclosures at www.ubs/disclosures.

I think we're good on your end, so why don't we get started? So we thought we'd start with kind of maybe discussing Bill's background, his purview and the optical business. So maybe we'll just start there, and then we'll jump off from there.

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