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Cisco

San Jose, California, United States• Founded 198480k-90k employees

Cisco Systems, Inc. is a global networking and cybersecurity company that designs and sells networking hardware, software, and services for enterprises, service providers, and public sector organizations. It increasingly embeds AI/ML across networking operations, security, and observability to automate detection, remediation, and performance optimization.

AI Strategy

Cisco’s AI strategy focuses on embedding AI into its networking, security, and observability platforms to deliver automated operations (AIOps), faster threat detection/response, and improved digital experiences. It also positions its infrastructure (networking, data center, security) as an enabler for customers deploying AI workloads, emphasizing secure connectivity and policy enforcement.

Key AI Products

Cisco AI Assistant for SecurityCisco HypershieldCisco Security CloudCisco XDRCisco ThousandEyes (AI-driven digital experience monitoring)Cisco AppDynamics (AIOps/observability)Cisco Meraki (AI/analytics for network management)Cisco Webex AI features (e.g., transcription, noise removal, summaries)

Financials

Revenue
$50B-$60B
Employees
80k-90k

Business Focus

NetworkingCybersecurityCollaborationObservabilityData centerCloud networking

Competitive Analysis

Strengths

  • Large installed base in enterprise networking and strong channel ecosystem
  • Broad portfolio spanning networking, security, collaboration, and observability
  • Deep expertise in secure connectivity and network operations at scale
  • Ability to embed AI into operational workflows (AIOps, SecOps) across products
  • Strong enterprise trust and procurement footprint

Challenges

  • Perception of slower innovation vs. cloud-native/security-first challengers in some segments
  • Portfolio complexity and integration challenges across acquired products
  • Competitive pressure and pricing from specialized vendors and hyperscalers
  • Hardware refresh cycles can be sensitive to macro IT spending

Strategic Partnerships

NVIDIATechnology

Collaboration to simplify and secure AI infrastructure deployments by combining Cisco networking/security with NVIDIA accelerated computing and AI software.

MicrosoftIntegration

Integrations across collaboration and security ecosystems (e.g., identity, productivity, and security tooling) to support enterprise workflows.

Google CloudTechnology

Cloud networking and security integrations to support hybrid and multi-cloud connectivity and operations.

Competitors

Industries