J P M O R G A N North America Equity Research 18 May 2026 Cisco J.P. Morgan TMC Conference Takeaways We hosted a keynote session with Chuck Robbins, Chief Executive Officer, at our 54th annual J.P. Morgan Global TMC Conference. Our key takeaways include: See page 3 for analyst certification and important disclosures. Overweight CSCO, CSCO US Price (18 May 26):$118.88 IT Hardware/ Telecom & Networking Equipment Samik Chatterjee, CFA AC (1-212) 622-0798 samik.x.chatterjee@jpmorgan.com Marc Vitenzon (1-212) 62 ...