Chuck Robbins

speaker

181 appearances 4 recordings 4 series first heard Nov 2025 last heard 28 Jan

Chuck Robbins’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Jan 2026 with 2.

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Bloomberg Tech · Cisco Shares Nears Dot-Com Highs · 13 Nov 2025 podcast

If we're not, great.

They view it as existential, which you see with the level of spending that they're putting into it.

It's a lot and it's moving fast.

But the difference between now and 2000 is that these are massive companies with strong financial performance and they believe in this 100%.

So I don't think it's going to change.

We haven't gotten into physical AI.

We're just getting into synthetic training.

We haven't gotten into robotics.

We haven't gotten into the enterprise in a big way yet.

And so there's a huge opportunity ahead for all of us, I believe.

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

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

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

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

Lots of things can change.

The world's very dynamic.

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

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

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

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

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