x Did Goldman Sachs become fed up with the outlandish hubris of Cisco's CEO?
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Did Goldman Sachs become fed up with the outlandish hubris of Cisco's CEO?

"And I mean, I couldn't count how many times you said that you have never been better positioned... So, just let us understand better what's behind that tone?"

New York City:   Wed, 2/11/15 - 11:59pm    View comments
 

Goldman SachsCiscoEarlier today during Cisco's Q2'FY15 earnings conference call, it most certainly appeared that Wall Street powerhouse Goldman Sachs became totally fed up with the outlandish hubris being spewed by Cisco's CEO, John Chambers.

How so?

Simona JankowskiJohn ChambersWell, during the earnings call Q&A an exasperated Goldman Sachs analyst, Simona Jankowski, asked Chambers:

"But John, your tone seems even more bullish than kind of the numbers would suggest?

"And I mean, I couldn't count how many times you said that you have never been better positioned.

"And I just wanted to see if you can just provide another layer of detail behind that.

"So, just let us understand better what's behind that tone?"
 


 

At approximately the 39 minute time mark in the above audio, you can hear the exasperated Jankowski questioning the "tone" of Chambers for bragging about the dullard and rather ho-hum Cisco financial results as shown below:
 

Cisco's 2nd Quarter Sales (view the spreadsheet without frames):

Source: Cisco Systems
 

Cisco's 6-Month Sales (view the spreadsheet without frames):

Source: Cisco Systems
 

Cisco's Quarterly Sales (view the spreadsheet without frames):

Source: Cisco Systems
 

Related documents::

Cisco's Q2'FY15 press release

Cisco's Q2'FY15 slide presentation

Cisco's Q2'FY15 earnings call transcript

Related story:

Goldman Sachs envisions cloud computing infrastructure so commoditized it trades like pork bellies
 


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