Cisco Systems, Inc. (CSCO) Management presents at Barclays 2022 Global Technology, Media and Telecommunications Conference (Transcript)

Dec. 07, 2022 10:05 PM ETCisco Systems, Inc. (CSCO)
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Cisco Systems, Inc. (NASDAQ:CSCO) Barclays 2022 Global Technology, Media and Telecommunications Conference Call December 7, 2022 3:10 PM ET

Company Participants

Bill Gartner - SVP, GM Optical Systems and Optics Group

Conference Call Participants

Tim Long - Barclays

Tim Long

Hello, everybody. Thank you for joining us here for this session with Cisco. Tim Long here, IT, hardware, comm equipment analyst at Barclays. Very happy to have Bill Gartner with us, SVP, General Manager, Optical Systems and Optics Business Unit. Looking forward to the discussion, pretty hot topic area for Cisco and for the industry.

So, I think Bill's going to read a safe harbor, and then, maybe after that if you wouldn't mind just kind of give us a little overview of your roles and responsibilities at the areas that you're covering and then we’ll get [right away] (ph).

Bill Gartner

Great. Thanks, Tim. First of all, thank you for having me. And before I start, I will be making some forward-looking statements that are subject to risk and uncertainties as outlined in our disclosures. Have I got all that right, Marilyn? Great. Okay.

My name is Bill Gartner, and I have responsibility for two businesses in Cisco that are related by the fact that they both rely on optical communications; one is the Optics business and the other is the Optical Systems business.

And you can think of the Optics business as the transceivers that we sell with routers and switches that find their home inside a data center or inside a central office or within a campus environment. Those transceivers are used typically to send optical signals on a fiber over relatively short distance, like ten kilometers. That's the Optics business. And we serve all markets with that, that includes the campus environments, enterprise, commercial, public sector, service provider and web.

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