Cisco Systems, Inc. (NASDAQ:CSCO) Raymond James 2024 TMT & Consumer Conference December 10, 2024 10:00 AM ET
Company Participants
Bill Gartner – SVP & GM Optical Systems and Optics Group
Conference Call Participants
Simon Leopold – Raymond James
Simon Leopold
Okay. We’re good. Great. Thanks a lot folks. Appreciate everybody joining us here at the Raymond James TMT and Consumer Conference. My name is Simon Leopold, data infrastructure analyst. We’ve got a fireside this morning with — from Cisco. We’ve got Bill Gartner. So I prepared a group of questions that we’ll go through in formal chat of sorts. So maybe let’s set the stage, Bill, tell people a little bit about your background and your current responsibilities at Cisco.
Bill Gartner
Well, first of all, thank you for having me. And let me just start by saying, I’ll be making some forward-looking statements that will probably depart from our actual results. And all of the risks are outlined in our 10-Q and 10-K. So please refer to those for our normal disclosures. I started my career at Bell Labs and worked in — have been working in the optical industry most of my career. I ran the optical business at Lucent and I launched the first DWDM system that happened to be 20 gig of total capacity on the fiber. So you can imagine when that was. And when I left Lucent, I joined a startup that built the industry’s first ROADM, reconfigurable optical add-drop mux. And after that, I joined Cisco and I have responsibility at Cisco for really three different businesses. One is the Optical Systems business, which is traditional DWDM system that competes with guys like Ciena, Infinera, Nokia, Huawei and others. I have responsibility for the optics business, which are the transceivers that we sell for routers and switches across all market segments, whether it’s campus, enterprise, service provider, public sector or hyperscale. That’s a very — multibillion dollar business for us. We sell everything from
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