Bloomberg Talks Cisco CEO Chuck Robbins Talks Earnings
Aug 14, 2025
Chuck Robbins, CEO of Cisco, shares insights about the company’s earnings and strategic pivot toward AI infrastructure. He highlights a product refresh cycle aimed at enhancing security in networking. Robbins discusses AI's influence on business margins and the importance of partnerships, notably with NVIDIA, for advancing enterprise AI solutions. He addresses the challenges and opportunities in IT spending within today's economic climate, while emphasizing Cisco's commitment to innovation in cloud services and U.S. manufacturing.
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Network-Centric Security For Agentic AI
- Cisco positions networking+security as a single platform to meet low-latency agentic AI needs.
- Robbins says security must be done in the network to avoid added latency and enable constant communication.
Managing Margin Mix Strategically
- Cisco accepts mixed margin profiles across its portfolio and manages them strategically.
- Robbins is unconcerned about AI-related margin dilution given their historical product mix management.
Rare Networking Silicon Capability
- Cisco claims rare capability in networking silicon needed for AI infrastructure.
- Robbins notes only three companies can deliver the required networking silicon and Cisco is one of them.