Image source: The Motley Fool. 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. -- $15.3 billion, up 10% year over year, achieving record...
Image source: The Motley Fool. 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. -- $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. -- $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. -- $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. -- 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. -- 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, Webex, and Cloud Contact Center. -- Up 6% year over year, led by double-digit growth in devices and gains in CPaaS, Webex, and Cloud Contact Center. Product Orders -- Increased 18% year over year, with Americas up 23%, EMEA up 11%, APJC up 15%, service provider and cloud up 65%, public sector up 11%, and enterprise up 8%. -- Increased 18% year over year, with Americas up 23%, EMEA up 11%, APJC up 15%, service provider and cloud up 65%, public sect...