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Cisco Systems, Inc. (CSCO) Management Presents at 39th Nasdaq Investor Conference (Transcript)

Dec. 05, 2018 9:21 PM ETCisco Systems, Inc. (CSCO)
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Cisco Systems, Inc. (NASDAQ:CSCO) 39th Nasdaq Investor Conference December 5, 2018 3:45 AM ET


Emily Hunt - IR

Kelly Kramer - CFO


Meta Marshall - Morgan Stanley

Question-and-Answer Session

Q - Unidentified Analyst

All right, we'll go ahead and get started here with Cisco. I'm very pleased to have Kelly Kramer, CFO of Cisco here with us today; also joined with Meta Marshall. Meta Marshall and I make up at least half the networking team, networking coverage team at Morgan Stanley, so very pleased to be here and thankful that all of you could join us. We also have Emily Hunt some place in the room from Cisco IR, in case we mess this up, Kelly, all right.

So maybe I'll kick-off just with quick question. I think the thing that we get asked about most from investors is, you've had a great year, but now people starting to worry particularly on products cycle strength and cost getting tougher. What are you thinking kind of the key drivers that continue to be able to have year-over-year growth going forward?

Kelly Kramer

Sure. So first thanks everybody for being here and let me just start out with my usual disclaimer that I maybe making forward-looking statements and of course they are subject to the typical risk and those risk outlined in our financial statements of the SEC the 10-Q and 10-K. Now that that's done in terms of where the growth is going to come from, I would say the growth that we have return to now has been very much driven by the refresh portfolio we have in our campus switching driven by the Cat 9K.

Like we have said on our earnings call, we are still in the very, very early stages of that refresh. It's the fact that's ramp

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