Chuck Robbins

So it's a broad swath of customers.

But the $1.3 billion that we talked about is strictly the top hyperscalers that we're doing business with.

So you're talking about five companies.

Well, so we did talk about the fact that we have over $2 billion now in our pipeline through the end of the fiscal year.

So over the next three quarters in NeoCloud, Sovereign Cloud, and Enterprise.

And we see that continue to accelerate.

We took $200 million in orders in Q1.

And it's a natural way the technologies have been evolving over the last decade or more.

They start in the hyperscalers, they move through the telco space, in this case the neoclouds and the sovereign players, and then into the enterprise.

And it's happening exactly that way.

Our bread and butter over the years has been in the enterprise and we have lots of technology, we have a partner ecosystem, we have full stack solutions, we have security, we have all the things that they're looking for to actually build out AI workloads and deal with AI with confidence.

Well, I started by saying clearly we're not pleased with where we are yet.

But I will say over the last two to three years, we've made a lot of progress.

It's a major decision for customers to make big platform decisions in security.

We've had a lot of great wins.

I'm proud of what the teams have built.

And we saw our next generation firewalls.

We saw mid-teens growth in orders there.

We saw double-digit ARR growth in Splunk.

We saw our new and refreshed products on the security side continue to show growth.