CSCO
Communication Equipment · Technology
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Mita Marshall is recorded as Analyst at Morgan Stanley. Mita Marshall has spoken on 9 earnings calls and 6 other investor events across 11 companies, most recently for CISCO-T on August 12, 2026. Those appearances were for Cisco Systems, Inc. (CSCO), Corning Inc (GLW), Palo Alto Networks Inc (PANW), Keysight Technologies, Inc. (KEYS), CISCO-T and 6 other companies. The companies whose calls Mita Marshall spoke on are classified in the Technology and Industrials sectors.
“Nice to see the pickup in the security business. this 14% year over year, pretty meaningful improvement in growth. Just wanted to get a sense there. Is that anniversary and some of the headwinds from a business model perspective on Splunk?”
“Nice to see the pickup in the security business. this 14% year over year, pretty meaningful improvement in growth. Just wanted to get a sense there. Is that anniversary and some of the headwinds from a business model perspective on Splunk?”
“Maybe a question, you know, you noted Dan has been doing some significant work for a couple months, and I know that there's been, you know, a lot of work being done over the last year to kind of add a lot of features into the MDR product.”
“I guess, Rick, I wanted to ask, just as customers gain comfort with AI, where are your customers asking you to innovate around? And are there any areas where you're still finding any resistance from customers?”
“Maybe just on the carrier business for a second, you know, is that a reflection of this challenging comps in terms of some of the newer customers that were ramping last year?”
Morgan Stanley
Analyst
Transcript header (unverified)
CSCO
Communication Equipment · Technology
GLW
Electronic Components · Technology
Software - Infrastructure · Technology
Scientific & Technical Instruments · Technology
CISCO-T
Communication Equipment · Technology
RPD
Software - Infrastructure · Technology
OKTA
Software - Infrastructure · Technology
FFIV
Software - Infrastructure · Technology
EXTR
Communication Equipment · Technology
Software - Infrastructure · Technology
CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS
CISCO-T