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Cisco Systems, Inc. (CSCO) Presents at Bank of America 20...
SA Transcripts · 2026-06-05 · via All Articles on Seeking Alpha

Cisco Systems, Inc. (CSCO) Bank of America 2026 Global Technology Conference June 4, 2026 1:40 PM EDT

Company Participants

Ahmed Sami Badri - Head of Investor Relations & Strategic Finance
Peter Bailey - Senior VP & GM of Security

Conference Call Participants

Tal Liani - BofA Securities, Research Division

Presentation

Tal Liani
BofA Securities, Research Division

Sami told me he is missing the sell-side, so I asked him to join and ask some questions.

Ahmed Sami Badri
Head of Investor Relations & Strategic Finance

Yes, I could not let Tom and Peter have all the fun. So I was like...

Tal Liani
BofA Securities, Research Division

Right, I'm joking. So thank you very much for joining us. I'm happy. I'm so glad and grateful for Cisco for joining us because they had their own event and they joined us, kind of, to the third day. Peter Bailey is SVP and GM of Cisco Security, and I'm happy to actually speak with you now because as you articulated on the last conference call, we are going to see better growth. So the purpose of the call is really to understand Cisco's Security business to understand what drove the slow growth before and what is driving the acceleration of growth in the future, to understand the portfolio, the target markets, et cetera.

And the -- I'm going to start with an easy question just because maybe there are some people that don't understand the story. And the easy question, of kind of, just to start the discussion is what's in your portfolio? Meaning, can you think -- can you articulate the portfolio and the portfolio strategy? Where are you going, what you're going after?

Peter Bailey
Senior VP & GM of Security

Sure, so I'm about a year in. So have kind of had