Cisco FY 1Q25 Earnings: Revenues Fall in Line with Expectations, But Order Growth Is Strong, Driven by AI, Security, and Continued Splunk Integrations

Subscriptions Covered

• 5G Monetization and Adoption Strategies
• Cloud and Datacenter Networks
• Communications Service Provider Operations and Monetization
• Enterprise Communications Infrastructure
• Enterprise Communications Services
• Future of Connectedness - Agenda
• Hosting and Colocation Services
• IaaS Trends and Strategies: Networking
• IDC Telecommunications Insights: Technology Priorities and Services Strategies
• Internet of Things and Intelligent Edge: Infrastructure
• Managed Edge and Content Delivery Services
• Mobile and Internet of Things Communications Services
• Network Observability: Analytics, Automation, and Artificial Intelligence
• Telecom Network Infrastructure
• Unified Communications and Collaboration

Companies Covered

• Shenzhen Qixin Internet of Things Communication Technology Co., Ltd.
• NVIDIA Corporation
• Cisco Systems Inc.
• Splunk Inc.
• Datacenter Networks Coöperatief U.A.
• GLOBAL COLOCATION SERVICES LLC

Regions Covered

United States

Topics Covered

• Applications
• Ethernet switch
• Future of connectedness
• Generative artificial intelligence
• Mobility
• Routers