{"id":95690,"date":"2025-12-02T15:10:06","date_gmt":"2025-12-02T20:10:06","guid":{"rendered":"https:\/\/ifintechworld.com\/?p=95690"},"modified":"2025-12-02T15:10:12","modified_gmt":"2025-12-02T20:10:12","slug":"cisco-systems-inc-csco-presents-at-ubs-global-technology-and-ai-conference-2025-transcript","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=95690","title":{"rendered":"Cisco Systems, Inc. (CSCO) Presents at UBS Global Technology and AI Conference 2025 Transcript"},"content":{"rendered":"<div>\n<header class=\"flex flex-col items-start justify-between\"><\/header>\n<div class=\"relative mb-18 flex-col\" data-test-id=\"author-brief\">\n<div class=\"flex items-start justify-between\">\n<div class=\"relative z-0 mr-18 flex grow\">\n<div class=\"flex shrink-0 items-center justify-center relative size-36 rounded-full\" data-test-id=\"user-pic-wrapper\"><\/div>\n<\/div>\n<p><button data-state-text=\"Following\" aria-label=\"Follow SA Transcripts\" class=\"ihjjQ py-8 px-18 ml-auto print:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"follow-button\" type=\"button\"><span class=\"\"><span aria-hidden=\"true\" class=\"wMAFB relative flex justify-center\" data-state-placeholder=\"Following\"><span class=\"absolute\">Follow<\/span><\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"mb-12\">\n<div aria-label=\"Audio player\" class=\"relative mb-8 mr-8\"><button id=\"sa-audio-player-play-button\" class=\"inline-flex items-center font-bold md:hidden relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 min-h-36 justify-center border text-medium-b rounded-8 size-36 p-6\" data-test-id=\"play-button\" type=\"button\"><span class=\"relative flex shrink-0 items-center justify-center [&amp;&gt;svg]:max-h-full [&amp;&gt;svg]:shrink-0 [&amp;&gt;svg]:grow [&amp;&gt;svg]:fill-current size-24 m-0\"><span class=\"flex size-16 text-current\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 16 16\" class=\"flex shrink-0 fill-current\" data-test-id=\"play-button-play-svg\"><path fill=\"currentColor\" d=\"M0 16V0l16 8z\"><\/path><\/svg><\/span><\/span><span class=\"sr-only\"><span class=\"font-bold b4Wu7\">Play Earnings Call<\/span><\/span><\/button><button id=\"sa-audio-player-play-button\" class=\"items-center font-bold hidden md:inline-flex relative inline-flex cursor-pointer select-none items-center whitespace-nowrap break-words transition-colors hover:no-underline motion-reduce:transition-none border-black bg-black text-white hover:bg-black-70 disabled:border-transparent disabled:bg-black-20 dark:border-black-10 dark:bg-black-10 dark:text-black dark:hover:border-black-30 dark:hover:bg-black-30 dark:disabled:bg-black-30 w-auto min-h-36 justify-center border px-16 py-1 text-medium-b rounded-8\" data-test-id=\"play-button\" type=\"button\"><span class=\"relative flex shrink-0 items-center justify-center [&amp;&gt;svg]:max-h-full [&amp;&gt;svg]:shrink-0 [&amp;&gt;svg]:grow [&amp;&gt;svg]:fill-current mr-8 size-24\"><span class=\"flex size-16 text-current\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewbox=\"0 0 16 16\" class=\"flex shrink-0 fill-current\" data-test-id=\"play-button-play-svg\"><path fill=\"currentColor\" d=\"M0 16V0l16 8z\"><\/path><\/svg><\/span><\/span><span class=\"\"><span class=\"font-bold b4Wu7\">Play Earnings Call<\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"paywall-full-content R6FbO mb-32 flex sa-text-content sa-media-content sa-table-content sa-content-helpers print:block\">\n<div class=\"w-0 grow print:w-auto\">\n<div>\n<div class=\"T2G6W\" data-test-id=\"content-container\">\n<div class=\"transcript-headline\">\n<p data-eci=\"true\">Cisco Systems, Inc. (<span class=\"ticker-hover-wrapper\">CSCO<\/span>) UBS Global Technology and AI Conference 2025 December 2, 2025 12:55 PM EST<\/p>\n<\/div>\n<div class=\"transcript-company-participants\">\n<p class=\"transcript-company-participants-title\"><strong>Company Participants<\/strong><\/p>\n<p><span>Bill Gartner &#8211; Senior VP &amp; GM of Optical Systems and Optics<\/span><br \/><span>Ahmed Sami Badri &#8211; Head of Investor Relations<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-other-participants\">\n<p class=\"transcript-other-participants-title\"><strong>Conference Call Participants<\/strong><\/p>\n<p><span>David Vogt &#8211; UBS Investment Bank, Research Division<\/span><\/p>\n<\/p><\/div>\n<div class=\"transcript-presentation\">\n<p class=\"transcript-presentation-title\"><strong>Presentation<\/strong><\/p>\n<div class=\"transcript-presentation-section\" seq=\"0\">\n<p class=\"transcript-presentation-section-title\"><span><strong>David Vogt<\/strong><\/span><br \/><span><i>UBS Investment Bank, Research Division<\/i><\/span><\/p>\n<p>Thanks again for joining the company here today. We&#8217;ve got with us today. We&#8217;re excited to have Cisco Systems. With me on stage, we&#8217;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.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"transcript-qna\">\n<p class=\"transcript-qna-title\"><strong>Question-and-Answer Session<\/strong><\/p>\n<div class=\"transcript-qna-section question\" seq=\"1\">\n<p class=\"transcript-qna-section-title\"><span class=\"question\"><strong>David Vogt<\/strong><\/span><br \/><span><i>UBS Investment Bank, Research Division<\/i><\/span><\/p>\n<p>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&#8217;s responsible into your business and how that fits into the Cisco portfolio?<\/p>\n<\/p><\/div>\n<div class=\"transcript-qna-section answer\" seq=\"2\">\n<p class=\"transcript-qna-section-title\"><span class=\"answer\"><strong>Bill Gartner<\/strong><\/span><br \/><span><i>Senior VP &amp; GM of Optical Systems and Optics<\/i><\/span><\/p>\n<p>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&#8217;s pretty fragmented. Big Iron, there was a chassis-based solutions with line cards and software wrapped around them. That&#8217;s one business.<\/p>\n<p>The other business is<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<aside><\/aside>\n<\/div>\n<\/div>\n<\/div>\n<footer class=\"border-t border-share-separator-thin py-18 sm:py-24 print:hidden paywall-full-content\" data-test-id=\"post-footer\"><\/footer>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4849458-cisco-systems-inc-csco-presents-at-ubs-global-technology-and-ai-conference-2025-transcript?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Follow Play Earnings CallPlay Earnings Call Cisco Systems, Inc. (CSCO) UBS Global Technology and AI Conference 2025 December 2, 2025 12:55 PM EST Company Participants Bill Gartner &#8211; Senior VP &amp; GM of Optical Systems and OpticsAhmed Sami Badri &#8211; Head of Investor Relations Conference Call Participants David Vogt &#8211; UBS Investment Bank, Research Division [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":613,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"gallery","meta":{"footnotes":""},"categories":[236],"tags":[83],"class_list":["post-95690","post","type-post","status-publish","format-gallery","has-post-thumbnail","hentry","category-news","tag-featured","post_format-post-format-gallery"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Cisco Systems, Inc. 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