CSCO · News · 20260807N

Competition and Market Share

CISCO SYSTEMS, INC. · 2026-08-07 · 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

• Cisco declared a quarterly dividend of $0.42 per share. source
• Palouse Capital Management Inc. reduced its Cisco stake by 82.1% in the second quarter and now holds 6,053 shares valued at $711,000. source
• State Street Corporation reported a 5% beneficial ownership stake in Cisco totaling 197,373,659 shares as of June 30, 2026, with shared voting power over 117,604,684 shares and shared dispositive power over 197,153,062 shares. source
• Evanson Financial LLC purchased 75,627 Cisco shares in Q2 valued at approximately $8.88 million. source
• Orser Capital Management LLC acquired 13,570 Cisco shares in the second quarter valued at approximately $1,594,000. source
• Sarasin & Partners LLP sold 581,182 Cisco shares, bringing their total holdings to 863,286 shares valued at $101.4 million. source