Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Cloud & AI1Demand1Trade Tariffs1Margin1
Question History2 questions
CSCOCisco Systems, Inc.1 quarter 2025 Q2
are you really seeing sort of a diffuse kind of large growing orders across a number of customers
could you give an estimate of roughly what you think the impact of tariffs are in your guidance for Q4 for gross margin