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Cisco CEO Chuck Robbins On His Rebuilt Exec Team, Resurgent Markets

‘The reality is the shifts we've been making and architectures we've been building are resonating with our customers,’ says Cisco Systems Chairman and CEO Chuck Robbins.

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You and your executive team appear to be taking a long view of the market and Cisco's place in it. At the same time, you announced solid Q1 earnings. What's working for Cisco right now?

Right now, everything is. We had broad-based strength across our product portfolio. Every product category grew with the exception of SP Video, which we just closed the sale of. Every customer segment grew: Enterprise 15 percent; public sector 8 percent; commercial 8 percent; service provider 2 percent, all from an orders perspective. Our geographies were all up. Asia was up 12 percent; the Americas were up 8 percent; Europe was up 6 percent; even emerging countries were up 16 percent. It was one of those quarters where everything came together pretty well. There's also a macro-economic tailwind to some extent. There's also been a little uncertainty over the last 60-90 days. It feels like we executed really well. The reality is the shifts we've been making and architectures we've been building are resonating with our customers. The technologies we announced this week are not technologies you have to go help customers figure out how they fit into this vision we have. They're just the next pieces that go into what our customers are buying into today. That's why I said I feel like we're at the beginning of a multi-year transition. Customers know where they need to be, and it's going to be a multi-year shift.

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