Breaking Down Cisco's Upbeat 2nd-Qtr Earnings

The transcript discusses Cisco's positive growth signals amidst a challenging global economy, highlighting its transition from hardware to software. Despite a slowdown in China's economy affecting tech companies, Cisco's limited exposure to China and focus on enterprise switching and software have helped it exceed expectations. Additionally, Cisco and Apple are positioning themselves as leaders in data privacy, differentiating from other tech giants.

What is the significance of the application growth and security software growth metrics for investors?

In what ways are Cisco and Apple trying to differentiate themselves in terms of data privacy?