Carl Ackerman

“Urban and Chris, you indicated that HAMR will ramp over the next couple of quarters. But do you expect non-HAMR near-line drive capacity to also expand while HAMR ramps as well?”

“You are seeing robust demand across much of your portfolio, but this quarter does appear to you the second quarter in a row that mobile and client segment saw a bit shift in this decline.”

“For my first one, you indicated that campus networking product orders grew 20% year-over-year in Q4. Do you quantify how Cisco Cloud Control contributed to this product growth, or is that synergy a driver going forward?”

“First question, Jim, you spoke about quarterly revenue exceeding $3 billion by the end of fiscal 27, which is quite robust. Could you unpack that a bit and describe how much of that is an uplift from perhaps 1.6 sharebit transceivers?”

“For my first one, you indicated that campus networking product orders grew 20% year-over-year in Q4. Do you quantify how Cisco Cloud Control contributed to this product growth, or is that synergy a driver going forward?”