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I was hoping to ask for an update on the Arista four large AI customers
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
I was hoping you could update us on what that part of the funnel is looking like
with the departure of parcel you could update us on the search there for a new head of go-to-market
help us size this customer segment for Cisco and understand where these customers are in terms of their embrace of AI