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Cisco Systems, Inc. (CSCO) Optics & Optical Fireside Chat at OFC 2025 Conference – (Transcript)

Cisco Systems, Inc. (CSCO) Optics & Optical Fireside Chat at OFC 2025 Conference – (Transcript)
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Cisco Techniques, Inc. (NASDAQ:CSCO) Optics & Optical Hearth Chat at OFC 2025 Convention Name April 1, 2025 10:30 AM ET

Firm Members

Invoice Gartner – Senior Vice President and Normal Supervisor, Optical Techniques and Optics Group

Convention Name Members

Simon Leopold – Raymond James

Simon Leopold

Hey, of us, thanks very a lot for becoming a member of us. We’re coming to you reside right this moment from the Optical Fiber Convention, OFC. That is Simon Leopold, Raymond James’ Knowledge Infrastructure Analyst and I am happy right this moment to be internet hosting Invoice Gartner of Cisco, who runs the optical enterprise unit over there.

We have some ready questions. We will undergo in type of a hearth chat format right this moment. Invoice, I feel we’ll have a variety of attention-grabbing ideas on what is going on on within the business. He is been round for a bit. So Invoice why do not we begin off simply set somewhat little bit of context for our viewers, so of us perceive your scope of duty and your match inside Cisco?

Invoice Gartner

Sure. Thanks, Simon. To begin with, thanks for having me and let me simply begin with a forward-looking assertion that I am inspired to make by our Investor Relations staff and that is that I will probably be making forward-looking statements and our precise outcomes could differ materially from these forward-looking statements and are topic to the dangers and uncertainties present in our most up-to-date 10-Ok and 10-Q.

With that I’ve duty for actually you’ll be able to consider as three separate companies inside Cisco. One is the optical techniques enterprise. That is the normal DWDM enterprise that is used to hold alerts over lengthy distances throughout town, throughout the nation, or subsea. We’re sometimes utilizing chassis-based options that embody ROADMs and amplifiers.

Our second enterprise is our optics enterprise, that are the transceivers which can be



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