J P M O R G A N North America Equity Research 16 July 2026 Hardware & Networking Pre-Quiet Period Catch-up Takeaways (CSCO, CRDO, DELL, P, HPE, HPQ, NTAP, NTNX, SMCI) We recently hosted pre-quiet period catch-up calls with our coverage companies, including CSCO, CRDO, DELL, P, HPE, HPQ, NTAP, NTNX, and SMCI. Please find the detailed takeaways for each company below. Also repeated below are the pre-quiet period check in commentary from the rest of the coverage published on June 12th . Cisco (CSCO) Credo (CRD ...