Whatco

Cisco

Networking, security and collaboration · United States

Cisco sells networking equipment, security and collaboration software and support services to businesses, governments and cloud providers, increasingly as subscriptions.

What makes it different

Cloud giants ordered $9.3 billion of its AI networking in a year.

$9.3BAI infrastructure orders from hyperscalersFY2026

Hyperscaler AI orders turned Cisco back into a growth story: AI infrastructure was about 6% of revenue, up from under 2%.

How big it is

How big is Cisco?

$63.3BTotal revenueFY2026
$46.7BRemaining performance obligationsFY2026
82,400EmployeesFY2026
How it makes money FY2026

Networking gear first, services second.

  • Networking55%$34.7B
  • Services24%$15.0B
  • Security13%$8.2B
  • Collaboration7%$4.3B
  • Observability2%$1.1B
How the business works

Ship the network. Attach software. Renew.

  1. 1Switches, routers, firewalls
  2. 2Security and software subscriptions
  3. 3Multi-year support contracts

Each box sold pulls in subscriptions and support that renew for years; $46.7B is already contracted.

Who owns it
  • The Vanguard Group9.7%
  • BlackRock, Inc.8.9%

CEO: Chuck Robbins

Who it competes with
AArista NetworksHewlett Packard EnterpriseHuaweiPPalo Alto NetworksFFortinetMicrosoftNvidia
Key moments
  1. 1984Cisco is founded
  2. 1986First product: AGS multiprotocol router
  3. 1990IPO on Nasdaq
  4. 1995John Chambers becomes CEO
  5. 2007Acquires WebEx
Sources

Every number on this page comes from Cisco's own reports.

Full profile

The rest of the story is in the app.

What Cisco tracks22 metrics
Employees
R&D ratio
Results, quarter by quarterwith a chart
Revenue
Profit
Margin
Where the money comes from3 regions
Americas
EMEA
APJC (Asia Pacific, Japan and China)
The full timeline21 moments
2024
2025
2026
Cisco vs Hewlett Packard Enterpriseside by side
Revenue
Profit
People
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