CSCO · News · 20261106N

Competition and Pricing Pressure

CISCO SYSTEMS, INC. · 2026-11-06 · Importance 20 · Surprise 24

Extreme Networks’ CEO said Cisco’s focus on other areas and aggressive pricing are driving some customers toward best-of-breed alternatives, including Extreme and Palo Alto. The report places this competitive pressure amid competitor refresh cycles and disruption from HPE’s integration of Juniper. Several reports name Cisco as a potential buyer in Extreme’s reported sale process, but that possible transaction is not treated here as a completed competitive change.