JULY 09, 2019 / 1:00PM GMT, Cisco Systems Inc Intends to Acquire Acacia Communications Inc Conference Call
CORPORATE PARTICIPANTS
Bill Gartner
Cisco Systems, Inc. - Senior VP
& GM of Optical Systems and Optics Business
Carol Villazon
Cisco Systems, Inc. - Senior Manager of IR
Murugesan Shanmugaraj
Acacia Communications, Inc. - President, CEO
& Director
CONFERENCE CALL PARTICIPANTS
Aaron Christopher
Rakers
Wells Fargo Securities, LLC, Research Division - MD of IT Hardware
& Networking Equipment and Senior Analyst
Ahmed Sami Badri
Crédit Suisse AG, Research Division - Senior Analyst
Alexander Henderson
Needham
& Company, LLC, Research Division - Senior Analyst
Jeffrey Thomas Kvaal
Nomura Securities Co. Ltd., Research Division - MD of Communications
Jim Suva
Citigroup Inc, Research Division - Director
Meta A. Marshall
Morgan Stanley, Research Division - VP
Michael Edward Genovese
MKM Partners LLC, Research Division - MD and Senior Analyst
Mitchell Toshiro Steves
RBC Capital Markets, LLC, Research Division - Analyst
Paul Jonas Silverstein
Cowen and Company, LLC, Research Division - MD and Senior Research Analyst
Roderick B. Hall
Goldman Sachs Group Inc., Research Division - MD
Simon Matthew Leopold
Raymond James
& Associates, Inc., Research Division - Research Analyst
Srinivas Reddy Pajjuri
Macquarie Research - Senior Analyst
Thejeswi Banavathi Venkatesh
UBS Investment Bank, Research Division - Associate Director and Analyst
PRESENTATION
Operator
Good morning, and thank you for standing by. I would like to let all participants know that todays call is being recorded. (Operator Instructions) Thank
you, and you may begin with your host, Ms. Carol Villazon, with Cisco Investor Relations.
Carol Villazon
Cisco Systems, Inc. -
Senior Manager of IR
Good morning, everyone. This is Carol Villazon with the Investor Relations team at Cisco. Id like to thank you
for joining us today to discuss our announcement of Ciscos intent to acquire Acacia Communications. This morning, Im joined by Bill Gartner, Senior Vice President and General Manager of the Optical Systems and Optics Business at Cisco;
and Raj Shanmugaraj, President and CEO of Acacia Communications.
A press release with information on todays announcement can be found on the
websites of both companies at www.cisco.com and
www.acacia-inc.com.
A replay of this conference call will be available until midnight Pacific Time on July 23. For callers in the United States, the replay
number is (800)
568-4204.
For all other callers, the replay number is (203)
369-3290.
The replay will also be available on the Investor Relations sections of both
companies website.
The matters that both companies will be discussing today include forward-looking statements and, as such, are subject to risks
and uncertainties. These risks and uncertainties include those risk factors discussed in the most recent reports on forms
10-Q
and
10-K
filed by each company as well as
those discussed in the joint press release announcing this acquisition. These and other risks and uncertainties could cause actual results to differ from those contained in our forward-looking statements. Unauthorized recording of the conference
call is not permitted. I would like to remind the audience that todays call will pertain strictly to Ciscos agreement to acquire Acacia. None of the comments in this call should be reviewed as an update on either Ciscos current
quarter or Acacias current or recent recently completed quarter.
Now Id like to turn the call over to Bill.
Bill Gartner
Cisco Systems, Inc. - Senior VP
& GM of Optical Systems and Optics
Business
Thanks, Carol, and good morning, everybody, and thanks for joining us today. We are really excited about todays announcement
on bringing Acacia as part of Cisco. As you may know, Acacia is a market leader in high-speed optical interconnect technologies, addressing a wide range of applications across data center, metro, regional, long-haul and undersea networks. And by
bringing together our teams, complementary technologies and shared commitment to innovation, I believe this acquisition is going to further strengthen our leading market position in networking.
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