John Chambers
John Chambers
across advanced continue core markets provider public saw sector service solid strength switching
We saw strength across our core switching and routing businesses, as well as traction in our advanced technologies. The service provider and public sector segments, in particular, continue to be solid markets for our products,
across balanced execution market product quarter segments solid
Q1 was a solid quarter for Cisco, with balanced execution across most of our geographies, market segments and product categories,
area everybody market
Everybody understands the market in this area is consolidating,
decision likely market transition truly worst
If this market transition truly evolves the way that I think it's most likely to, the worst decision you could make is not to move.
commercial decisions evolution five leaders market next opportunity question three
We always try to look three to five years out in the decisions we make and there's no question that the Cisco brand, our opportunity in the commercial market and the evolution of our leaders are going to take us to the next level.
both changes enterprise last major markets model next optimistic point position provider service several
We see no major changes in that model for the next several years. In fact, we are more optimistic about Cisco's position and opportunities in both the enterprise and service provider markets than at any point in the last several years.
both changes enterprise last major markets model next optimistic point position provider service several
We see no major changes in that model for the next several years, ... In fact, we are more optimistic about Cisco's position and opportunities in both the enterprise and service provider markets than at any point in the last several years.
against believe continues gain growth market product rate share
We believe our growth rate indicates that Cisco continues to gain market share against our traditional competitors in most product sectors,
ahead confident five market next opportunity remain three
We remain confident about the market opportunity ahead of us over the next three to five years.
adapt companies globally importance indian information investing market networking quickly rapidly realized shifting strive technology
As Indian companies strive to be globally competitive, they have realized the importance of investing in information technology and networking to adapt quickly to rapidly shifting market transitions,
current given market presents size
This presents more of a challenge, given our current size and market leadership,
chance good india largest market sales total
There is a good chance India may become our largest total sales market in the whole of Asia.
billion cash combining customer execute future gained generate industry last loyalty market networks operations optimistic per potential profitable providers service share strategy
We're profitable and have the potential to be very profitable, ... We generate cash from operations of over $1 billion per quarter. We have $19 billion in cash and equivalents in an industry that is in debt. We've gained more market share than we've ever gained in this last quarter. We've got the customer loyalty and strategy for where the industry's going, which is combining networks for service providers and enterprises. So I'm very optimistic about our future if we execute right.
building continue continues critical domestic efforts india market networking placed presence products research solutions
Cisco will be well placed to continue building our presence in India as a critical part of our research and development efforts and as domestic market for networking products and solutions continues to expand,