By Yahoo Finance Video
Publication Date: 2026-06-02 20:30:00
00:00 brian
Why was it so important to you to publish fiscal year 2027 guidance?
00:03 Speaker A
Because we want to make sure the market understands that this is long-lasting demand, you know, and when I think about our record backlog for the quarter, the backlog that remains a multiple of our backlog, and the incredible momentum we have in cloud networking and AI, this is a longer cycle even though supply is still limited. But in that guidance, Brian, for 26 and 27, we factor in the supply that we know we’re getting into 26 and the capacity that we’ve locked into our long-term agreements with our suppliers as part of 27. And we decide every 90 days how to divide that capacity based on the pipeline and the deals that we’re closing. So this is a strong boost for us, in addition to the fact that the Juniper integration is going well and the Catalyst modernization using AI is going very, very well. We have 1,200 use cases in AI and 215 in production just for…
