By Motley Fool Transcribing
Publication Date: 2026-02-12 01:35:00
Image source: The Motley Fool.
DATE
Wednesday, Feb. 11, 2026 at 4:30 p.m. ET
CALL PARTICIPANTS
- Chair and Chief Executive Officer — Charles Robbins
- Chief Financial Officer — Mark Patterson
- Head of Investor Relations — Ahmed Sami Badri
TAKEAWAYS
- Total Revenue — $15.3 billion, up 10% year over year, achieving record revenue for the second quarter.
- Product Revenue — $11.6 billion, up 14% year over year, primarily driven by AI infrastructure and campus networking demand.
- Services Revenue — $3.7 billion, down 1% year over year.
- Networking Revenue — 21% growth year over year, with double-digit increases in campus switching, data center switching, wireless, service provider routing, enterprise routing, and compute.
- Security Revenue — Down 4% year over year, impacted by declines in legacy products and an ongoing transition in Splunk from on-premises deals to cloud subscriptions.
- Collaboration Revenue — Up 6% year over year, led by double-digit growth in devices and gains in CPaaS,…
