Cisco Systems, Inc.

“this financial institution was able to eliminate their existing streaming pipeline point product as well as migrate off Splunk.”

A large European bank migrated off Splunk (now a Cisco business) onto Falcon NextGen SIEM, a competitive displacement read-through for Cisco/Splunk.

“Enterprises like Cisco, Expedia, Reddit, and Synchrony Financial rely on Atlassian Corporation to power their most critical business processes and workflows.”

Atlassian names Cisco among marquee enterprise customers relying on its platform for critical workflows. Read-through is Cisco as an expanding Atlassian customer.

“With Nexmo, Cisco increased model accuracy by 40% and improved response time by 10x in its code assistant.”

Cisco used NVIDIA NIM microservices to boost its code assistant's model accuracy by 40% and response time by 10x.

“You know, I would say it's across the board, but certainly, a big player out there is Splunk and QRadar.”

Asked which legacy SIEM incumbents CrowdStrike most frequently displaces, CEO George Kurtz named Splunk (now a Cisco subsidiary) as one of the two biggest incumbents being displaced by CrowdStrike's next-gen SIEM.

“You have Cisco with the new product, Check Point with the new product, Palo talking about very strong growth.”

An analyst cites new competitive products from Cisco in the core security market; Zscaler says the competitive landscape has not changed much.

“We also expanded with industry leaders including Cisco, Mondelez, Sutter Health, and Toyota.”

Cisco expanded its Workday footprint in Q4, one of the industry-leader accounts Workday cited as a growth expansion.

“Yesterday, Cisco announced integrating Spectrum X into their networking portfolio to help enterprises build AI infrastructure. With its large enterprise footprint and global reach, Cisco will bring NVIDIA Corporation Ethernet to every industry.”

Cisco is integrating NVIDIA's Spectrum-X Ethernet networking into its portfolio, extending NVIDIA's AI networking reach into Cisco's large enterprise customer base.

“We also introduced AI reference architectures with NVIDIA for AIDT, Cisco for FlexPod, Lenovo for AIPod, and most recently, Intel for AI Pod Mini.”

NetApp introduced a named AI reference architecture with Cisco (FlexPod), part of a broader multi-vendor reference-architecture push in NetApp's AI ecosystem.

“Our collaboration with organizations such as Cisco, participation in government initiatives like the U.S. Department of Energy's Genesis Mission, and DARPA's quantum benchmarking initiative”

IBM cites Cisco among its quantum-computing ecosystem collaborators, a read-through on Cisco's involvement in IBM's quantum roadmap.

“AIP includes MGX of Abu Dhabi, Microsoft, KIA of Kuwait, and Temasek of Singapore, and Technology and Energy Advisors in Nvidia, xAI, Cisco, GE, Brnova, NextEra Energy.”

Cisco is named as a technology advisor/partner in BlackRock's AI Infrastructure Partnership. Read-through: Cisco is participating in the AIP consortium for AI infrastructure.

“In the UAE, Cisco and G42 will deploy a large-scale AI cluster powered by Instinct MI350X GPUs to support the nation's most advanced AI workloads.”

Cisco is co-deploying a large-scale AMD MI350X-powered AI cluster with G42 in the UAE, part of Cisco's sovereign-AI infrastructure work.

“If you look at NVIDIA, for example, the sales volume is small in the front end and Cisco is small in the back end.”

Arista positions itself as the only vendor outside China selling both AI front-end and back-end networks, contrasting Cisco's weak back-end presence.

“As it relates to NVIDIA, I think we had a quarter where we really began to see the acceleration of the engagements. We track the number of engagements we have in the field with NVIDIA.”

Cisco reports accelerating field engagements with NVIDIA (up 70% sequentially) pairing NVIDIA GPUs with Cisco networking/security, a read-through on strong NVIDIA enterprise/AI-factory demand.

“In Q2, we announced plans to form a joint venture with AMD and HUMAIN to deliver up to 1 gigawatt of AI infrastructure by 2030.”

Cisco names HUMAIN (Saudi AI firm) as a JV partner for a planned 1GW AI buildout beginning in Saudi Arabia, implying HUMAIN's large-scale AI infrastructure ambitions.