EveryTie.

Cisco — Supply Chain & Business Relationships

Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.

Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.

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3 suppliers3 partners22 competitors13 source filings

Featured in supply-chain maps: Networking & Connectivity Chips

Suppliers (companies that supply it)

Supplied by ← Fabrinet
Filed 2026-08-18 · 3 days ago
“During fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.”
— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗
Supplied by ← AMD
Filed 2026-05-05 · 108 days ago
“Cisco announced that AMD Ryzen Embedded V3000 processors will power new Cisco N9300 Series switches and 8000 Series routers for AI workloads.”
— AMD 8-K, filed 2026-05-05 EDGAR · View source filing ↗
Supplied by ← Skyworks
Filed 2025-11-07 · 287 days ago
“Our key customers include … Cisco,”
— SWKS 10-K, filed 2025-11-07 EDGAR · View source filing ↗

Partners & collaborations

Partners with ↔ AMD Joint venture / co-development
Last confirmed 2026-08-04 · 17 days ago · corroborated by 2 filings
“AMD, Cisco and HUMAIN announced a joint venture with plans to deploy 1 GW of AI infrastructure by 2030.”
— AMD 8-K, filed 2026-02-03 EDGAR · View source filing ↗
Partners with ↔ Intel
Filed 2026-01-22 · 211 days ago
“Intel and Cisco announced a collaboration on an integrated platform for distributed AI workloads.”
— INTC 8-K, filed 2026-01-22 EDGAR · View source filing ↗
Partners with ↔ NVIDIA
Filed 2025-11-19 · 275 days ago
“Unveiled the all-American AI-RAN stack to accelerate the path to 6G with industry-leading partners Booz Allen, Cisco, MITRE, ODC and T-Mobile.”
— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

Competitors

Competes with ↔ Marvell
Filed 2026-03-11 · 163 days ago
“Companies that compete directly with our businesses include, but are not limited to, … Cisco Systems, Inc. (“Cisco”)”
— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
Competes with ↔ Celestica
Filed 2026-02-27 · 175 days ago
“we also face competition from OEMs (including Arista Networks, Inc., Cisco Systems, Inc. and others)”
— CLS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔ NVIDIA
Last confirmed 2026-02-25 · 177 days ago · corroborated by 2 filings
“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”
— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗
Competes with ↔ AWS
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Arista Networks
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Broadcom
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Ciena
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Crowdstrike
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Datadog
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Dell
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Dynatrace
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Fortinet
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ HPE
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Huawei
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Microsoft
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ New Relic
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Nokia
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Palo Alto Networks
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Ringcentral
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Zoom Video Communications
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Zscaler
Filed 2025-09-03 · 352 days ago
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”
— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Competes with ↔ Supermicro
Filed 2025-08-28 · 358 days ago
“We believe our principal competitors include: • global technology vendors, such as Cisco, Dell, Hewlett-Packard Enterprise, and Lenovo; and • ODMs, such as Foxconn, Quanta Computer, and Wiwynn Corporation.”
— SMCI 10-K, filed 2025-08-28 EDGAR · View source filing ↗

Filed activity

Filings by Cisco itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.

2026-08-12Earnings releaseCISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS
News Summary : • Record top and bottom-line performance with double-digit growth in Q4 and FY 2026, exceeding the high end of guidance ranges • Exceptional FY 2026 operating margin results, demonstrating strong execution and operating efficiency • Broad-based, record high demand for Cisco technology with a networking supercycle underway ◦ Q4 total product orders up 35% year over year;
Show more from the filing
up 25% excluding hyperscalers, with double-digit growth across every geography and customer market ◦ Networking product orders grew 40% year over year in Q4, marking the eighth consecutive quarter of double-digit growth • Significant momentum and raised expectations for AI infrastructure from hyperscalers ◦ $4 billion of orders taken in Q4, bringing the total for FY 2026 to $9.3 billion ◦ Delivered approximately $4 billion of revenue in FY 2026; $7.5 billion expected in FY 2027 • Q4 FY 2026 Results: ◦ Revenue: $17.3 billion ▪ Increase of 18% year over year ◦ Operating Margin: GAAP: 24.7%; Non-GAAP: 35.9% ◦ Earnings per Share: GAAP: $0.97; Non-GAAP: $1.22 ▪ GAAP EPS increased 52% year over year ▪ Non-GAAP EPS increased 23% year over year • FY 2026 Results: ◦ Revenue: $63.3 billion
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-05-13Earnings releaseCISCO REPORTS THIRD QUARTER EARNINGS
News Summary: • Double-digit top and bottom-line growth exceeding the high end of our guidance ◦ Record revenue of $15.8 billion, up 12% year over year; GAAP EPS of $0.85, up 37% year over year; and non-GAAP EPS of $1.06, up 10% year over year ◦ GAAP gross margin of 63.6% and non-GAAP gross margin of 66.0%;
Show more from the filing
GAAP operating margin of 25.0% and non-GAAP operating margin of 34.2%, demonstrating strong execution and operational efficiencies • Broad-based, record high demand for Cisco technology ◦ Total product orders up 35% year over year; up 19% excluding hyperscalers ◦ Growth in networking product orders accelerated to more than 50% year over year • Significant momentum and raised expectations for AI infrastructure from hyperscalers ◦ $5.3 billion of orders taken year to date; raising expected FY26 orders to $9 billion, up from $5 billion ◦ Raising expected FY26 revenue to $4 billion, up from $3 billion
— Form 8-K · Items 2.02, 2.05, 9.01 · US SEC EDGAR · View source filing ↗
2026-02-11Earnings releaseCISCO REPORTS SECOND QUARTER EARNINGS
News Summary: • Double-digit top and bottom-line growth exceeding our guidance, with EPS growing faster than revenue ◦ Record revenue of $15.3 billion, up 10% year over year; GAAP EPS of $0.80, up 31% year over year; and Non-GAAP EPS of $1.04, up 11% year over year ◦ GAAP gross margin of 65.0% and Non-GAAP gross margin of 67.5%;
Show more from the filing
GAAP operating margin of 24.6% and Non-GAAP operating margin of 34.6%, both above the high end of our guidance range • Accelerating, double-digit growth in product orders across all geographies and robust growth across all customer markets ◦ Product orders up 18% year over year with networking product orders accelerating to more than 20% year over year • AI Infrastructure orders taken from hyperscalers totaled $2.1 billion, reflecting a significant acceleration in growth • Major multi-year, multi-billion-dollar campus networking refresh cycle underway • Dividend increased by 2% to $0.42 per share • Q2 FY 2026 Results: ◦ Revenue: $15.3 billion ▪ Increase of 10% year over year ◦ Earnings per Share: GAAP: $0.80; Non-GAAP: $1.04 ▪ GAAP EPS increased 31% year over year ▪ Non-GAAP EPS increased 11% year over year
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-11-12Earnings releaseCISCO REPORTS FIRST QUARTER EARNINGS
News Summary: • Strong top and bottom-line growth, exceeding our guidance and delivering continued operating leverage • Revenue of $14.9 billion, up 8% year over year; GAAP EPS of $0.72, up 6% year over year; and Non-GAAP EPS of $1.00, up 10% year over year, above the high end of our guidance ranges and demonstrating solid operating leverage
Show more from the filing
• GAAP gross margin of 65.5% and Non-GAAP gross margin of 68.1%; GAAP operating margin of 22.6% and Non-GAAP operating margin of 34.4%, both above the high end of our guidance ranges • Growth in product orders across all geographies and customer markets, demonstrating strong demand for Cisco’s technologies • Product orders up 13% year over year, with double-digit growth in Networking product orders for the fifth consecutive quarter • AI Infrastructure orders taken from hyperscaler customers totaled $1.3 billion, reflecting a significant acceleration in growth • Major multi-year, multi-billion-dollar campus networking refresh cycle underway • All technologies within campus networking (switching, routing, wireless and IoT) saw accelerated order growth in Q1
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-08-13Earnings releaseCISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2025 EARNINGS
News Summary : • Strong topline performance at the high end of our guidance ranges: • Q4 revenue of $14.7 billion, up 8% year over year • FY 2025 revenue of $56.7 billion, up 5% year over year • Q4 product orders up 7% year over year with growth across all geographies, demonstrating robust demand for Cisco’s technologies
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• AI Infrastructure orders taken from webscale customers exceeded $800 million, bringing the FY 2025 total to over $2 billion, more than double the original $1 billion target • Strong profitability in Q4: • GAAP gross margin of 65.7% and non-GAAP gross margin of 68.4%, at the high end of our guidance range • GAAP EPS of $0.71 and non-GAAP EPS of $0.99, above the high end of our guidance range • Q4 FY 2025 Results: • Revenue: $14.7 billion • Increase of 8% year over year • Earnings per Share: GAAP: $0.71; Non-GAAP: $0.99 • GAAP EPS increased 31% year over year • Non-GAAP EPS increased 14% year over year • FY 2025 Results: • Revenue: $56.7 billion • Increase of 5% year over year • Earnings per Share: GAAP: $2.61; Non-GAAP: $3.81 • GAAP EPS increased 3% year over year • Non-GAAP EPS increased 2% year over year • Q1 FY 2026 Guidance (1) :
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗