July 16, 2026 02:24 AM GMT Telecom & Networking Equipment | North America M Foundation 2Q26 VAR Survey: AI, Refresh, and Cyber Outweigh Price Increases, Driving Networking Investment Higher M 2Q VAR results show dramatic acceleration in spend intentions for CSCO/ANET/HPE, pointing to spend on AI/DC modernization above concerns on pricing impact. Results most positive for CSCO, most Cautious for FFIV. Key Takeaways Please note that our Networking domain survey was fielded 5/13-6/02. 2Q26 VAR survey results p ...