Cisco Systems, Inc.'s (CSCO) Management Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

Mar. 03, 2021 6:07 PM ETCisco Systems, Inc. (CSCO) StockCSCO
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Cisco Systems, Inc. (NASDAQ:CSCO) Morgan Stanley Technology, Media and Telecom Conference Call March 3, 2021 5:00 PM ET

Company Participants

Marilyn Mora - Head-Investor Relations
Todd Nightingale - Senior Vice President & General Manager, Enterprise Networking and Cloud

Conference Call Participants

Meta Marshall - Morgan Stanley

Meta Marshall

We are pleased today to have Cisco. We have Todd Nightingale, SVP and General Manager of the Enterprise Networking & Cloud Group. We also have Marilyn Mora, who heads up the Investor Relations effort. I'm going to start with the brief disclosure and hand it off to Marilyn for a little bit of disclosure, and then we can jump right in. So, for any appropriate disclosures, please check out morganstanley.com/researchdisclosures. If you have any questions, please reach out to your sales representative.

Marilyn or Todd, any Safe Harbor you want to give quickly.

Marilyn Mora

Yes. I can go ahead and do it. So, we may make forward-looking statements, and I'd refer you to our Form 10-K and 10-Q, which is on our SEC filings in our Investor Relations website.

Question-and-Answer Session

Q - Meta Marshall

Great. Thanks so much. So, Todd, we're pleased to have a chance to talk to you, I don't think investors have had as much of an opportunity to speak with you. And so, you took over the Enterprise Networking & Cloud business last year after managing Meraki business since 2014.

Meraki has been allowed to kind of operate pretty independently from Cisco for some time, turning into a pretty phenomenal business. How can you bring some of that Meraki culture with you to Cisco and, bring some of the innovative thinking to kind of Cisco's biggest business segment?

Todd Nightingale

Sure. That's a great question. I appreciate the time today, for sure. This is my first time at Morgan Stanley

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