Thread regarding Cisco Systems Inc. layoffs

Cisco and AI... the outcome and the speed of change

CR In earnings call when talking AI - We did a billion dollars in our ethernet switching with major providers (paraphrased).....

CR responding to an analyst question first part - as I said - we did a billion dollars CUMULATIVELY in AI...

CR later in that same response - that number includes design wins where customers have promised to go with us if we meet our timelines (i.e. we are including dollars not yet booked but promised into our existing revenue claims for AI)....

And none of these "expert" analysts call him on that for some clarification? Now that is a salesman hard at work!!!

by
| 1397 views | | 2 replies (last ) | Reply
Post ID: @OP+1u1YlFDz

2 replies (most recent on top)

Um, did CR didn’t run that response through deals desk or sales finance?

by
| | Reply
Post ID: @iyv+1u1YlFDz

I did not get what CR said about Q1 shipments pulled into Q4 revenue or something
Can someone elaborate please ?

by
| | Reply
Post ID: @mey+1u1YlFDz

Post a reply

: