The Real Eisman Playbook
What the AI Boom Looks Like From Inside Cisco with Sam Badri | The Real Eisman Playbook Ep 77
28 sep 2026 · 00:46:04
On episode 77 of The Real Eisman Playbook, Steve Eisman sits down with Sam Badri, Head of Investor Relations at Cisco, for an inside look at what the AI boom actually looks like from within a major technology company. Sam explains why he believes we are still very early in AI adoption, with roughly 90% of users stuck at the basic prompt stage and very few having progressed to skills files or AI agents.
00:00 - Intro & Sam’s Background
03:35 - What Cisco Does
05:58 - Cisco Revenue Growth & What’s Changed
12:40 - How AI Factors In
14:18 - Cisco vs Arista
16:04 - The Negativity Surrounding the AI Story
29:16 - Data Center Pushback
34:24 - What Sam Brought to Cisco
36:43 - Last Word on Cisco & the Sector
40:22 - Outro
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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2026 Steve Eisman
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00:00 - Intro & Sam’s Background
03:35 - What Cisco Does
05:58 - Cisco Revenue Growth & What’s Changed
12:40 - How AI Factors In
14:18 - Cisco vs Arista
16:04 - The Negativity Surrounding the AI Story
29:16 - Data Center Pushback
34:24 - What Sam Brought to Cisco
36:43 - Last Word on Cisco & the Sector
40:22 - Outro
Subscribe 👉🏻https://www.youtube.com/@RealEismanPlaybook?sub_confirmation=1
Connect with Steve Eisman and access all things The Eisman Playbook:
🌐 https://linktr.ee/realeismanplaybook
→ Follow on socials, watch episodes, and get the latest updates — all in one place.
Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.
Copyright ©2026 Steve Eisman
Learn more about your ad choices. Visit megaphone.fm/adchoices