John Chambers
John Chambers
growth highlight last list number order percent quarters six strong year
While there were a number of highlights, it was probably the U.S. that topped the highlight list with strong order growth of approximately 20 percent year over year. This is better order growth than we've experienced in the last six quarters in the U.S..
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.
earnings orders per perspective quarter revenue share solid strong summarize
I would summarize the quarter as a solid quarter from a revenue and earnings per share perspective and a strong quarter from an orders perspective.
advanced along approach architecture balanced business core customer data delivered earnings geographic key order per pleased proves results revenue second share solid strategy strong technology terms video
We're pleased with the solid revenue and earnings per share results Cisco delivered during its second quarter, but also especially pleased with our strong order momentum. This proves our strategy is working in terms of the convergence of voice, video and data along with our balanced approach to our customer segments, core and advanced technologies, business and technology architecture and key geographic theaters.
attitudes compared existed favorable issues less opinion personal toward vice
To be sure, real differences of opinion existed between the groups. Compared to pro-life participants, pro-choice participants had more favorable personal attitudes toward the pro-choice issues and less favorable attitudes toward the pro-life issues, and vice versa.
above below encouraged faster goes grow growth hard largest last obviously optimistic people percent players pleased quarter results
We obviously are getting to be one of the largest players in the industry, so it's hard to grow faster than that number, ... But we're very, very pleased with the last quarter results of 53 percent year-over-year. That's on the upside, so I wouldn't get too optimistic when it goes above 50 percent, just like we encouraged people two years ago, when it went below 30 percent growth for us, not to get too pessimistic.
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.
capacity completed facility
When completed the new facility will have the capacity to accommodate approximately 3,000 staff,
believe beyond capital extend spending
We also now believe that this slowdown in capital spending could extend beyond two quarters,
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,
champion creation debating determine job options proud strongly
What options expensing will determine is job creation and job loss, ... This is why we are debating it so strongly and I'm proud to champion it.
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,
area everybody market
Everybody understands the market in this area is consolidating,
across assume build employees home number security
Assume employees are going across a lot of networks. So you have to build in security from the home to any number of networks.