Cisco Systems Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 08, 2023 / 04:00PM GMT
Meta A. Marshall - Morgan Stanley, Research Division - VP

Welcome, everybody. Before we get started, I'll read some research disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures.

If you have any questions, please reach out to your Morgan Stanley sales representative. For those who don't know me, I'm Meta Marshall. I lead up the networking coverage here at Morgan Stanley. We're delighted today to have Cisco and Jonathan Davidson, which I was saying always has a new title that's grander and grander, but now we have a EVP and GM of Cisco's networking business.

Jonathan Davidson - Cisco Systems, Inc. - Executive VP & GM of Cisco Networking

Great.

Questions and Answers:

Meta A. Marshall - Morgan Stanley, Research Division - VP

Perfect. So Cisco is coming off of a very strong quarter. You guided to double-digit growth for the year in light of macro headwinds understanding there's backlog release as part of that. But
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