Chuck Robbins

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

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

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.

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

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

First of all, thanks for having me.

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

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

So it was it was just a great performance.

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.

But I think that, look, the hyperscalers are some of the most.

advanced customers in the world.

They do the deepest analysis of the technology before they make decisions.

And I think that their decisions to continue spending more with us speaks volumes about the innovation and the technology that our teams are building right now.

So I'm really proud of them.

And I think it'll just extend into the enterprise over time.

Well, we're just talking about the major hyperscalers, primarily in the United States.

But we've also announced these sovereign deals in the Middle East with G42 in the Emirates, as well as Humane in Saudi.

There's a lot of work going on in the neocloud space.

We're seeing sovereign players start popping up now in parts of Europe, as well as Southeast Asia and India.