Infrastructure and data centers · Second string · Independent

Cisco

Networking, security and, since 2024, Splunk.

72OVRRole playerDraft · rated on 5 of 6

Ratings

Cisco took $9.3bn of hyperscale AI orders in fiscal 2026, about 4.5 times the year before, and gained the most share in 2Q26 Ethernet AI back-end switches (Dell'Oro).

Dominance70draft
Fourth in Ethernet AI back-end switch sales in 2Q26 (Dell'Oro), a scaled participant without a leading share.
sourced pulse2.com
Momentum94draft
Ranked fourth and gained the most share in 2Q26, with hyperscale AI orders of $9.3bn in fiscal 2026, about 4.5 times the year before.
sourced pulse2.com
Leverage50draft
The Atlas states no company that depends on Cisco.
sourced pulse2.com
Network base 50, judgment +0.
Durability80draft
Its named risks are converting orders into shipments and running a software subscription as a hardware seller.
sourced pulse2.comsourced sec.gov
Firepower88draft
Completed the Splunk purchase on 18 March 2024 for about $28bn.
sourced sec.gov
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

$9.3bnHyperscale AI orders of in fiscal 2026, about 4.5 times the year before $7.5bnExpects of hyperscaler AI revenue in fiscal 2027

From the Atlas key figure: Hyperscale AI orders of $9.3bn in fiscal 2026, about 4.5 times the year before. Expects $7.5bn of hyperscaler AI revenue in fiscal 2027. Source: pulse2.com.

Profile

Networking, security and, since 2024, Splunk.

Infrastructure and data centers · Networking · Second string

Key figure Hyperscale AI orders of $9.3bn in fiscal 2026, about 4.5 times the year before. Expects $7.5bn of hyperscaler AI revenue in fiscal 2027.

Why it may rise Ranked fourth in 2Q26 and gained the most share (Dell'Oro).

What could change it Converting orders into shipments.

sourced pulse2.com

Software · Developer tools and observability · Second string

Key figure Owns Splunk, completed 18 March 2024 for about $28bn.

Why it may rise Logs and security data from two budgets in one product.

What could change it Whether a hardware seller can run a software subscription.

sourced sec.gov

Connections

Rivals

Arista Networks
Cisco ranked fourth in 2Q26 and gained the most share against Arista's third. delloro.com
On the map

See Cisco and its connections on the map →

Sector standing

No. 13 of 32 rated in Infrastructure and data centers

No. 9 of 17 rated in Software

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: cisco.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.