Key Takeaways CSCO competes directly with its rival in networking as AI and high performance computing boost demand.HPE's networking gains stem from its Juniper acquisition, lifting operating profit and margins.CSCO's networking revenues rose 15% in fiscal Q1 2026, with product orders growing in the high teens.Hewlett Packard Enterprise (HPE) and Cisco Systems (CSCO) are prominent players in the networking space. After acquiring Juniper Networks, HPE has emerged as a direct competitor to Cisco, with both co ...