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 ...

Key Takeaways Cisco's networking revenues rose 15% on strong AI infrastructure and campus solution demand.CSCO sees multi-year refresh potential as campus networking orders grow in the high teens. Cisco expects over $2B from high-performance networking and launched its Unified Edge platform. Cisco Systems’ (CSCO) networking revenues picked up in the first quarter of fiscal 2026 after a decline in fiscal 2025. Revenues from Networking were $7.77 billion, up 15% on a year-over-year basis. The first-quarter fi ...