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A few years back, we were
all cloud or all on-prem,

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but I think what we're starting to see now

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is there is a continuum.

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DP, Scott, welcome.

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DP, we're here at MWC.

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What conversations are you having?

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What are the big themes of this year?

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Well, we're starting to
see three clear themes.

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The first one is around
a lot of conversations

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around critical infrastructure.

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The second conversation

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is about who owns the
intelligent enterprise stack.

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It's an open question.

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And then, finally,

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there's a lot of emphasis
on security and trust,

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especially from enterprise customers.

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Those are the three themes
we're seeing at the show.

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And I would say, from my perspective,

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the AI infrastructure renaissance
is the dominant theme.

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And across the industry ecosystem,

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everyone is wondering
how to capitalize on it.

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Telecoms getting disproportionate share

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of communication spend,

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software companies

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and how they can help enable enterprises,

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new business models.

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And then enterprise

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also thinking about
employee adoption of AI.

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DP, I wanna drill into, more,

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the intelligent enterprise stack

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that you were talking about.

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What are you hearing?

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What are people talking
about specifically?

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Sure, sure,

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I think this is a very
important moment in time

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for people at this show

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because I think, historically,

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this was an open question,

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where operators may have
missed the first wave

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around the internet

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and maybe even the cloud wave.

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But I think they're uniquely
positioned now to look at,

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as Scott mentioned,

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you look at enterprise AI adoption,

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and I think we, at Cisco,

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are very fortunate because
we sit at the intersection

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of hyperscalers are our customers,

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telecom operators are our
customers, as well as enterprises.

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And I think what we're starting to see

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is who is going to bridge
all of these together

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is a very important thing
that Cisco is driving.

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And the ability to go to
hyperscalers or neoclouds

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and provide them with
AI-ready data centers

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is a key offering that we have.

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And then the second part of it

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is from an employee perspective,

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whether it's digital
employees or human employees,

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what a future-proof workplace looks like,

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is a key theme.

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And then the final one
around observability is:

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How do you build digital
resilience off the enterprise?

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Finally, I just wanna ask you:

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What are you most excited
about in the year ahead?

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Well, I think one of the things
that we're starting to see

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is the pendulum shifts all
the time in the industry.

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I think a few years back, we
were all cloud or all on-prem.

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But I think what we're starting to see now

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is there is a continuum.

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There are certain industries

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that are looking at private cloud,

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they're looking at hyperscalers,

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but they're also looking
at on-prem industries,

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where people are looking at
critical infrastructure again.

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How do I secure it?

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Who do I trust?

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And I think trust is a big
differentiator for Cisco.

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Security has been something
that we talk about

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being built into the
way you build products,

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as opposed to bolted on
as a feature afterwards.

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So I think that's a key theme

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that I'm very excited
about for the coming year.

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Last year was kind of,

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the theme was around agentic.

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This year, there is a big piece on
critical infra and sovereign.

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Next year and the year ahead,

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physical AI and robots.

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the robots are coming.

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I’m really excited about it.

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Scott, DP, thank you so much. A pleasure.

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Thank you.
Thank you.

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(uplifting music)