Cisco Systems, Inc. (CSCO) Q2 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.218 Welcome to Cisco's second quarter fiscal year 2026 financial results conference 00:00:05.218 -- 00:00:09.543 call. At the request of Cisco, today's conference is being recorded. 00:00:09.543 -- 00:00:12.087 If you have any objections, you may disconnect. 00:00:12.087 -- 00:00:16.212 Now I would like to introduce Sammy Badri, head of investor relations. 00:00:16.212 -- 00:00:17.133 Sir, you may begin. 00:00:17.133 -- 00:00:22.140 Good afternoon, everyone. This is Sammy Badri, Cisco's head of investor relations. 00:00:22.140 -- 00:00:27.166 I'm joined by Chuck Robbins, our chair and CEO, and Mark Patterson, our CFO. 00:00:27.166 -- 00:00:30.952 Cisco's earnings press release and supplemental information, including GAAP to non-GAAP 00:00:30.952 -- 00:00:34.958 reconciliations, are available on our investor relations website. 00:00:34.958 -- 00:00:38.884 Following this call, we'll also make the recorded webcast and slides available on the 00:00:38.884 -- 00:00:43.371 website. Throughout today's call, we'll be referencing both GAAP and non-GAAP financial 00:00:43.371 -- 00:00:48.019 results. We will discuss product results in terms of revenue and geographic and customer 00:00:48.019 -- 00:00:51.744 results in terms of product orders, unless stated otherwise. 00:00:51.744 -- 00:00:54.740 All comparisons will be made on a year-over-year basis. 00:00:54.740 -- 00:00:58.344 Please note that our discussion today will include forward-looking statements, including 00:00:58.344 -- 00:01:02.089 our guidance for the third quarter and fiscal year 2026. 00:01:02.089 -- 00:01:06.334 These statements are subject to risks and uncertainties detailed on our SEC filings, 00:01:06.334 -- 00:01:10.519 particularly our most recent 10-K and 10-Q reports, whi...