CSCO · News · 20260805N

Competition and Market Share

CISCO SYSTEMS, INC. · 2026-08-05 · 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

• CGN Advisors LLC reduced its stake in Cisco by 30.8% in the second quarter, selling over 13,000 shares but still retaining holdings valued at $3.5 million. source
• BDF Gestion cut its Cisco holdings by 10.1% in the second quarter, owning 67,289 shares after selling 7,565 shares. source
• GAMMA Investing LLC acquired an additional 10,724 Cisco shares in Q2 (an 8.1% increase), bringing its total to 142,415 shares valued at $16.73 million. source
• GAMMA Investing LLC's total Cisco holdings reached 142,415 shares valued at $16.73 million after Q2 purchases. source