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Chuck Robbins

๐Ÿ‘ค Speaker
171 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

Well, I think you said that last quarter, so you proved to be correct 90 days ago.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

But look, I think based on what we know today, we're 90 days into the year.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

We're taking what we have in our backlog, what we see in the forecast.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

But again, we have three more quarters to play out.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

Lots of things can change.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

The world's very dynamic.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

But we're very confident in the numbers that we put up yesterday.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

I thought it was a good quarter overall, and frankly, versus Wall Street, we beat expectations by 6 cents.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

So, as you noted, the Experiences business did very, very well.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

6% revenue growth, 13% OI growth was terrific.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

Sports did very strongly while we were launching the new DTC product, which is off to a great start.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

And then in terms of the entertainment business, it was largely just the overlap of the film slate that drove the numbers.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

Well, of course, streaming always begins with the quality of the content that we have and the quality of the slate that we have going forward.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

And then we've got an Avengers movie as well.

Bloomberg Tech
Cisco Shares Nears Dot-Com Highs

I think it's primarily due to the fact that we're investing in product in the business and we're investing in bundling.

Bloomberg Talks
Cisco CEO Chuck Robbins Talks Earnings

First of all, thanks for having me.

Bloomberg Talks
Cisco CEO Chuck Robbins Talks Earnings

And, you know, I'm super proud of what the teams have accomplished.

Bloomberg Talks
Cisco CEO Chuck Robbins Talks Earnings

We had a record quarter and set ourselves up for what's likely going to be the best year we've ever had.

Bloomberg Talks
Cisco CEO Chuck Robbins Talks Earnings

So it was it was just a great performance.

Bloomberg Talks
Cisco CEO Chuck Robbins Talks Earnings

And as I've been asked a lot over the last 24 hours to reflect back on 2000, it's it's kind of an interesting comparison.