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I was hoping to ask for an update on the Arista four large AI customers
I was wondering if you could provide some more color on the momentum that you are seeing with neoscalers
With the 800ZR pluggables ramping in the latter part of the year and also with the pricing increases kicking in, why would we not see gross margin expansion in the second half?
last quarter you had been expecting gross margin to trend up from the Q2 levels into the second half and the back half of the year. So I just wanted to understand better what's changed
Interested if you're seeing some expansion beyond India. I know that's been an area where you've had significant traction
Interested in what the linearity of the order trends were in the quarter, if you saw any kind of a pause or a shift or signs that cloud customers are rethinking
I was wondering if you could comment about strategic opportunities for supply chain or portfolio optimization, if there's an opportunity for incremental benefits
can you comment on exposure to tariffs with the incoming administration? I know that you use a lot of third-party contract manufacturers
The EMEA orders accelerated in the quarter, and I was hoping you could provide some color there
your expectations in terms of order flow and revenue recognition there
with the departure of parcel you could update us on the search there for a new head of go-to-market
I was hoping you could update us on what that part of the funnel is looking like
help us size this customer segment for Cisco and understand where these customers are in terms of their embrace of AI