Cisco Systems, Inc.

CSCOleader

Cisco is the world's largest networking equipment company, providing the routers, switches, and security infrastructure that form the backbone of enterprise and internet connectivity.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($56.2B)

Data statis (memuat keuangan langsung…)

Product Revenue (72%)

Service Revenue (28%)

Komposisi segmen dan pelanggan utama

Detail produk

Secure Networking45%

Switches, routers, and wireless LAN infrastructure for enterprise and service providers

Security20%

Firewall, endpoint protection, and zero-trust access solutions

Collaboration15%

Webex video conferencing, unified communications, and contact center solutions

Observability20%

Splunk, AppDynamics, and ThousandEyes monitoring platforms

Hubungan Rantai Pasok

Pesaing

Microsoft Corporation

Teams vs Webex collaboration

Dampak: Significant competitive pressure

Arista Networks, Inc.

Data center switching

Dampak: Key competitor in cloud networking

CrowdStrike Holdings, Inc.

Endpoint and cloud security

Dampak: Growing cybersecurity rivalry

Konteks makro dan pasar

IT / 소프트웨어Berita sektor

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

Katalis mendatang

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

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Info Perusahaan

Kantor Pusat

San Jose, California, USA

Didirikan

1984

Karyawan

90,000+

Situs Web

cisco.com

Gambaran umum sektor — IT / 소프트웨어

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