Cisco Systems, Inc. (CSCO) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 2:30 PM EDT
Company Participants
Jeetendra Patel – President & Chief Product Officer
Mark Patterson – Executive VP & CFO
Conference Call Participants
Michael Ng – Goldman Sachs Group, Inc., Research Division
Presentation
Michael Ng
Goldman Sachs Group, Inc., Research Division
Great. Well, thank you, everybody, for being here. Welcome to the Cisco Fireside Chat at the Goldman Sachs Communacopia and Technology Conference. It’s my privilege to welcome Cisco’s CFO, Mark Patterson, alongside Cisco’s President and Chief Product Officer, Jeetu Patel. My name is Mike Ng, and I cover Cisco and Comtech here at the firm. We have about 35 minutes for today’s session. So first and foremost, Mark, Jeetu, thank you so much for being here today. It’s an absolute privilege to have you on stage with us.
Jeetendra Patel
President & Chief Product Officer
Thanks for having us. Yes.
Question-and-Answer Session
Michael Ng
Goldman Sachs Group, Inc., Research Division
Wonderful. Jeetu, I’ll start with you. In the most recent earnings call, I think you described this as the beginning of a multiyear networking super cycle. So talk a little bit about some of the demand signals, the customer deployment milestones, that give you the confidence that this AI-driven network demand represents a multiyear durable ramp? And also elaborate a little bit about how Cisco is positioned not just for the networking piece of the super cycle, but also the growing security needs that you’ve been investing and planning for.
Jeetendra Patel
President & Chief Product Officer
Yes. So it’s a great question. And so if you just take a step back on what’s happening right now, we are — I think it’s nondebatable at this point that this is one of the largest secular shifts that we have seen in
