Drill Down Ep. #252: Cisco Systems (CSCO:NASDAQ) Jeetu Patel

About this episode

Jeetu Patel discusses Cisco's transformation into an integrated platform for the AI era and its implications for product development.

Cisco is trying to turn itself from a federation of acquisitions into a single integrated platform built for the AI era. Jeetu Patel explains how that shift is changing the way Cisco builds products, why engineers now write specifications while AI writes code, and how the company expects AI infrastructure to reshape networking, security, and observability. #TheDrillDown #Cisco #JeetuPatel #CSCO #AIInfrastructure #DataCenterNetworking #SiliconOne #Cybersecurity #SASE #EnterpriseIT #Hyperscalers #TechEarnings Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Cory Johnson

Guest: Jeetu Patel

Topics covered

• AI infrastructure
• networking
• security
• observability
• product development
• Cisco Systems

Keywords

• Cisco
• Jeetu Patel
• AI infrastructure
• networking
• security
• observability
• SiliconOne
• Cybersecurity
• SASE
• EnterpriseIT

Mentioned in this episode

Organizations: Cisco Systems, AI, SiliconOne, Cybersecurity, SASE, EnterpriseIT, Hyperscalers

More episodes of The Drill Down

• Drill Down Earnings, Ep. 445: Oracle Q4 earnings – ($ORCL) – A Deep Dive with Cory Johnson · June 10, 2026 · 6 min
• Drill Down Earnings, Ep. 444: Palo Alto Networks Q3 Fiscal Year 2026 earnings – ($PANW) – A Deep Dive with Cory Johnson · June 3, 2026 · 10 min
• Drill Down Earnings, Ep. 443: Elastic Fiscal Q4 2026 earnings – ($ESTC) – A Deep Dive with Cory Johnson · May 29, 2026 · 9 min
• Drill Down Earnings, Ep. 442: Synopsys Q2 2026 earnings – ($SNPS) – A Deep Dive with Cory Johnson · May 27, 2026 · 8 min
• Drill Down Earnings, Ep. 441: Zscaler Fiscal Q3 2026 earnings – ($ZS) – A Deep Dive with Cory Johnson · May 27, 2026 · 8 min
• Drill Down Earnings, Ep. 440: Workday Q1 earnings – ($WDAY) – A Deep Dive with Cory Johnson · May 22, 2026 · 7 min