https://www.cnbc.com/amp/2026/02/11/cisco-csco-q2-earnings-report-2026.html
We sabotage ourselves, why? Explain.
1 reply
Sure! Revenue is a lagging indicator driven by pipeline and bookings. When we give a mediocre guidance it means we don’t have a good pipeline for coming quarters. It’s our fiduciary duty to give accurate guidance, we can’t just cook up stuff and hope for the best
The growth is all driven by large deals/ hyperscaler bookings which are flatlining.