Cisco Systems, Inc. (CSCO) Competitors & Peers
The 5 companies closest to Cisco Systems, Inc. on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NOK | Peer | $9.13 | P/E 65.2RSI 37Cap 51.0 B |
| NOKBF | Peer | $9.25 | P/E 66.4RSI 35Cap 51.9 B |
| HPE | Peer | $54.68 | P/E 51.1RSI 67Cap 72.4 B |
| MSI | Peer | $461.98 | P/E 36.4RSI 67Cap 76.5 B |
| LITE | Customer | $813.51 | P/E 143.0RSI 52Cap 63.3 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- PANWCompetitor
Palo Alto Networks is a major competitor in enterprise cybersecurity, next-generation firewalls, and cloud security frameworks (SASE).
Confirmed — SEC filing / public disclosuresec.gov ↗ - ANETCompetitor
Arista is Cisco's primary competitor in high-speed data center switching and cloud networking platforms, challenging Cisco's legacy enterprise leadership.
Confirmed — SEC filing / public disclosuresec.gov ↗ - SNXSupplier
TD SYNNEX is one of Cisco's largest global distributors, purchasing Cisco products (networking, security, collaboration) and reselling them to resellers and enterprise VARs.
Confirmed — SEC filing / public disclosuresec.gov ↗ - FNCustomer
Cisco Systems is Fabrinet's second largest customer, representing 18.2% of total revenues in FY2025.
Confirmed — SEC filing / public disclosuresec.gov ↗ - INGMSupplier
Ingram Micro is a major authorized global distributor for Cisco's networking, security, and cloud products, providing channel partner support and enablement.
Confirmed — SEC filing / public disclosuresec.gov ↗ - AAOISupplier
Own 10-K customer-concentration disclosure: Cisco = 12% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - EGANSupplier
Own 10-K customer-concentration disclosure: CiscoSystemsInc = 21% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- SPLKPartner
Cisco completed the acquisition of Splunk for approximately $28 billion in cash on March 18, 2024, making it a wholly-owned subsidiary to bolster its observability and cybersecurity software posture.
Model-inferred, unverified — treat as a lead, not evidence - ANETCompetitor
Top data-center switching competitors.
Model-inferred, unverified — treat as a lead, not evidence - DDOGCompetitor
Splunk (acquired by Cisco in 2024) is a primary competitor to Datadog in large enterprise IT operations monitoring, security SIEM, and log management.
Model-inferred, unverified — treat as a lead, not evidence - ESTCCompetitor
Splunk (acquired by Cisco in 2024) is a primary competitor to Elastic in the enterprise observability, log analytics, and SIEM security space.
Model-inferred, unverified — treat as a lead, not evidence - NVDAPartner
Cisco and NVIDIA formed a strategic partnership in February 2024 to deliver integrated AI data center solutions combining Cisco's UCS servers/networking with NVIDIA's GPUs.
Model-inferred, unverified — treat as a lead, not evidence - BELFACustomer
Bel supplies custom magnetic connectors for Cisco networking gear.
Model-inferred, unverified — treat as a lead, not evidence - BELFBCustomer
Bel supplies custom magnetic connectors for Cisco networking gear.
Model-inferred, unverified — treat as a lead, not evidence - NTAPPartner
NetApp + Cisco co-developed FlexPod converged infra for 20+ years; AFX integrates with Cisco Nexus 400G for AI.
Model-inferred, unverified — treat as a lead, not evidence - MXLCustomer
MaxLinear supplies RF and gateway transceivers for Cisco hardware.
Model-inferred, unverified — treat as a lead, not evidence - FNSupplier
Fabrinet manufactures optical transceivers + networking modules for Cisco.
Model-inferred, unverified — treat as a lead, not evidence - TSMManufacturer
TSMC acts as the primary foundry fabricating Cisco's proprietary custom Silicon One ASICs (using advanced 3nm, 5nm, and 7nm process nodes) under a fabless design model.
Model-inferred, unverified — treat as a lead, not evidence - AVGOCompetitor
Broadcom's Tomahawk and Jericho switch/routing silicon directly compete with Cisco's custom merchant silicon architecture, Cisco Silicon One.
Model-inferred, unverified — treat as a lead, not evidence - UICompetitor
Competes directly in supplying enterprise Wi-Fi routers, network switches, and controller software.
Model-inferred, unverified — treat as a lead, not evidence - PLUSSupplier
Cisco supplies networking hardware distributed by ePlus.
Model-inferred, unverified — treat as a lead, not evidence - JNPRCompetitor
Cisco + Juniper compete in enterprise networking.
Model-inferred, unverified — treat as a lead, not evidence - CHRSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - GRPNSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - CABOSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - GIFTSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - BCEFFSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ATDRFSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ARENSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - CTWSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - APHPSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - BAIDFSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ATEXSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - AOAOSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ANGXSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ANGHSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - AMCXSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - AGGISupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ADVSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - LITECustomer
Cisco integrates Lumentum optical transceivers into its hardware routers and data-center network switches.
Model-inferred, unverified — treat as a lead, not evidence - AENTSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - AMXOFSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - AERASupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ADSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - HSCTSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ANGISupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - FLNTSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ELRESupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ATNISupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence - ACCSSupplier
Cisco supplies network switches and routing hardware systems.
Model-inferred, unverified — treat as a lead, not evidence