Cisco Systems, Inc. (CSCO) UBS Global Technology and AI Conference 2025 December 2, 2025 12:55 PM EST
Company Participants
Bill Gartner – Senior VP & GM of Optical Systems and Optics
Ahmed Sami Badri – Head of Investor Relations
Conference Call Participants
David Vogt – UBS Investment Bank, Research Division
Presentation
David Vogt
UBS Investment Bank, Research Division
Thanks again for joining the company here today. We’ve got with us today. We’re excited to have Cisco Systems. With me on stage, we’ve got Bill Gartner, SVP and GM of Optical Systems and Optics Group. And with Bill is Sami Badri, Head of Investor Relations and Market Insights.
Question-and-Answer Session
David Vogt
UBS Investment Bank, Research Division
So I thought maybe, Bill, you were here last year, I think a lot of people were familiar with kind of your role at Cisco, but I think maybe for those, maybe a little bit less familiar, can we just start with kind of what falls under your purview, how we think about what’s responsible into your business and how that fits into the Cisco portfolio?
Bill Gartner
Senior VP & GM of Optical Systems and Optics
Sure. Thanks, David. First of all, thank you for having us. I have responsibility for Optical Systems and Optics at Cisco, and let me just explain the semantics there. Optical Systems include the traditional DWDM systems, dense wavelength division multiplexing that are sold to service providers primarily and hyperscalers who are trying to get signals across the city, or across the country on a fiber optic infrastructure. And competitors in that domain would include guys like Ciena, Fujitsu, ADVA, Infinera, Huawei, ZTE. It’s pretty fragmented. Big Iron, there was a chassis-based solutions with line cards and software wrapped around them. That’s one business.
The other business is
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