Second, you can count on us to take a disciplined approach regardless of the environment. We remain committed to operating leverage, capital allocation, and expense management.

Feb 14, 2024 / CEO / receipt, needs a key / Chuck Robbins, CEO | earnings call 2024-02-14 | transcript 4e5a8ca0-de33-4d40-aa58-1e1e3604714f | chars 10903-11079 | segment 11

We remain committed to operating leverage, capital allocation, and expense management.

Nov 15, 2023 / CEO / receipt, needs a key / Chuck Robbins, CEO | earnings call 2023-11-15 | transcript 4e468adc-b100-4aef-b633-3898822ff892 | chars 9512-9598 | segment 9

Our Q1 revenue was at the upper end of our guided range. EPS exceeded the high end of our guidance, driven by strength in gross margins and expense control. resulting in strong operating leverage. Our disciplined expense management and the tailwinds from our business model transformation resulted in our highest non-GAAP gross margin in over 17 years and record non-GAAP operating margin.

Nov 15, 2023 / CEO / receipt, needs a key / Chuck Robbins, CEO | earnings call 2023-11-15 | transcript 4e468adc-b100-4aef-b633-3898822ff892 | chars 3039-3428 | segment 3

You can also expect us to grow earnings per share at a higher rate than revenue in Q4 fiscal year 23 and full year fiscal year 24, reflecting improving gross margins and strong expense management.

May 17, 2023 / CEO / receipt, needs a key / Chuck Robbins, CEO | earnings call 2023-05-17 | transcript 6d929fb8-d059-4e49-8b40-660abdf1cc3e | chars 8578-8774 | segment 8

And when I talked to my customers, there was more uncertainty. And even when you listen to the news and I talk to my colleagues, we were in Davos, it feels like the longer we go without seeing some major shift, then the better our customers are feeling. So obviously we're not immune to anything. And we'll have to continue to monitor it. But after traveling in Asia last week, our team being in Europe, I actually saw customers in New York while I was here this week. And customers are moving forward.

Feb 15, 2023 / CEO / receipt, needs a key / Chuck Robbins, CEO | earnings call 2023-02-15 | transcript 3f5f4ab9-ae9e-4c5f-9fce-a6054e56390c | chars 39114-39616 | segment 39