From Wall Street – Cisco – FY2020-Q1

Current Highlights

  • Quarterly revenues of $13.16 billion – basically flat year over year.
  • Infrastructure business (switching and routing) represents ~ 57% of total revenue.
  • Applications segment represents ~ 11% of total
  • Video conferencing endpoints and infrastructure represents ~ 18% of Applications revenue – flat sequentially
  • Services revenues remain at ~ 25% of total