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We will be making significant investments in security
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2023 Q1
18 Nov 22
we're beginning to see some signs of easing in freight and logistics costs as well, but we'll have to see that.
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2023 Q1
18 Nov 22
I think you're calling out the right thing that the normalization of the orders is going to probably occur over the next few quarters.
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2023 Q1
18 Nov 22
e project today that we will end the fiscal year with two times to three times our historic year-end normal backlog. That normal backlog is typically $4 billion to $5 billion.
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2023 Q1
18 Nov 22
nterprise and commercial on a global basis were both within the normal sequential range. Public sector was slightly out of range and service providers, is just lumpy.
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2023 Q1
18 Nov 22
Chuck Robbins
Yeah. Thanks, Tal.
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2023 Q1
17 Nov 22
An example of this is our partnership with Microsoft to bring Microsoft teams to Cisco meeting room devices.
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2023 Q1
17 Nov 22
800 gig switching platforms built on our Silicon One G100 chip to help meet customers demand for more programmability, bandwidth and energy efficiency.
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2023 Q1
17 Nov 22
Network capacity demand continues to increase, driven by 5G, IoT, pervasive video and other technology trends
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2023 Q1
17 Nov 22
Networking is becoming increasingly critical to every organization, led by digital transformation, hybrid cloud, AI and ML workloads.
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2023 Q1
17 Nov 22
Over $16 billion of the RPO will be recognized as revenue over the next 12 months with a backlog that remains elevated at near-record levels
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2023 Q1
17 Nov 22
RPO of nearly $31 billion, up 3% year-over-year with product RPO, up 5%
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2023 Q1
17 Nov 22
Our success is also reflected in our ARR, which exceeded $23 billion, increasing 7% with product ARR growing 12%.
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2023 Q1
17 Nov 22
The easing of supply constraints and our ability to deliver hardware is now releasing software subscriptions that were sitting in backlog connecting to unshipped hardwa
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2023 Q1
17 Nov 22
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