Bloomberg Talks Cisco CEO Chuck Robbins Talks Earnings
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Nov 13, 2025 Chuck Robbins, CEO of Cisco Systems, shares insights into the company’s strong earnings and strategic focus on AI. He reveals that Cisco expects sales to reach $61 billion, boosted by a growing demand from hyperscalers. Robbins discusses new partnerships in sovereign cloud deals across various regions and highlights a $2 billion pipeline in the neoCloud and enterprise sectors. He addresses the importance of custom silicon and reassures that current AI investments are solid, differing from past tech bubbles.
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Hyperscaler Validation Fuels Cisco's Growth
- Cisco had a record quarter and expects its best year ever driven by hyperscaler demand.
- Hyperscalers' continued spending validates Cisco's current innovation and technology focus.
Deals With Hyperscalers And Sovereign Clouds
- Cisco signed major hyperscalers and sovereign cloud deals with G42, the Emirates, Humane, and Saudi entities.
- The $1.3 billion figure referenced is strictly from the top five hyperscaler customers.
Pipeline Shows AI Spend Moving Down The Stack
- Cisco now has over $2 billion in pipeline across neocloud, sovereign cloud and enterprise through the fiscal year.
- The company expects neocloud and sovereign customers to drive adoption from hyperscalers into enterprise.