CSCO · News · 20260804N

Competition and Market Share

CISCO SYSTEMS, INC. · 2026-08-04 · Importance 17 · Surprise 24

Extreme Networks’ chief executive said the company is taking enterprise-networking share from Cisco and HPE Juniper. Extreme highlighted growth in its Platform ONE offering, expansion of its managed-service-provider business, and AI products including Agent ONE and Coworker. Extreme also cited secured component supply through fiscal 2028 and price guarantees as competitive advantages against rivals’ supply constraints. The report indicates ongoing share pressure for Cisco in enterprise networking even as overall AI-networking demand expands.

Key facts

• Confluence Investment Management LLC reduced its stake in Cisco Systems by 45.4% in Q2, selling 699,159 shares and now holding 841,787 shares valued at $98,876,000. source
• CX Institutional sold 14,652 Cisco shares (a 10.0% reduction) and now owns 132,552 shares valued at $15.57 million. source
• Rathbones Group PLC decreased its stake in Cisco by 3.1% in Q1 and now holds 271,052 shares valued at $21.03 million. source
• Segall Bryant & Hamill LLC purchased 61,951 shares of Cisco valued at approximately $4.84 million, initiating a new position. source
• Institutional investors collectively own 73.33% of Cisco Systems' stock. source