Cisco says it’s already dug in to protect itself – and customers – if trade war breaks out

Cisco has prepared for trade war and thinks it can ride things out by reconfiguring its supply chain if that becomes necessary. CFO Scott Herren on Wednesday volunteered info on Cisco’s preparations for the imposition of increased tariffs by the Trump administration during the company’s Q2 FY 2025 earnings call. In our …

[Pascal Monett]

"if tariffs are introduced, Cisco won't rush to drop prices"

Well duh, you won't be able to.

Tariffs mean prices go up.

What is this corporate bullshit speak ?

[collinsl]

Re: "if tariffs are introduced, Cisco won't rush to drop prices"

I think they mean that Cisco will eat into their profit margins to keep the equipment price the same - I.E. if the price goes up by 25% Cisco will drop 25% off the price to keep the price the same.

[UnknownUnknown]

Re: "if tariffs are introduced, Cisco won't rush to drop prices"

Cisco - Manufacturing locations

Asia: Cisco manufactures routers in China, Taiwan, Korea, Malaysia, and Singapore

Mexico and Brazil: Cisco has large manufacturing facilities in these countries

So like Apple they have or are planning repatriated manufacturing to USA then ?? <\sarcasm>

Cause of trade imbalance is outsourcing and offshoring of manufacturing by Corporate America Nickel and Diming their own country. Foxconn and TSMC have grown and dominate now.

[FirstTangoInParis]

Ethernet

“It's not really Ethernet under GPUs in the enterprise today, [it] hasn't been a major opportunity to date,” he said (Nvidia’s networking revenue is now about $3 billion a quarter and growing).

So buying Mellanox turned out good. Broadcom please take note.