Networking

Cisco Systems

High74% confidenceProfile verified Jul 23, 2026
OverviewIndicatorsMore SignalsSourcesDependency mapStoryMilestones

A networking equipment company that has repositioned its Silicon One chip portfolio, advanced networking, and optical products as critical infrastructure for AI data centers. Cisco reported record fiscal Q3 2026 revenue of $15.84 billion (up 12% year-over-year) with networking revenue up 25% to $8.82 billion, and sharply raised its full-year AI infrastructure order outlook to $9 billion after hyperscalers ordered $2.1 billion in Q3 alone.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of State — $8,636,499: DOS REMOTE WI-FI MONITORING

USAspending.gov · Jun 1, 2025

Department of State — $1,537,043: DOS REMOTE WI-FI MONITORING-JUNE 2026 TO MAY 2031

USAspending.gov · Jun 1, 2026

Department of Defense — $902,555: CISCO MAINTENANCE DELIVERY ORDER: INFINTEVISION/STRONGLEPTON

USAspending.gov · Jun 1, 2026

Department of Defense — $299,288: CISCO MAINTENANCE TASK ORDER

USAspending.gov · Sep 15, 2025

Department of Defense — $33,480: CISCO SME QUICK START SECURITY SERVICES THIS TASK ORDER IS ISSUED AGAINST THE CISCO MAINTENANCE IDIQ CONTRACT NUMBER HB000125D0001. ALL TERMS, CONDITIONS, AND PROVISIONS OF THE BASIC IDIQ ARE INCORPORATED HEREIN BY REFERENCE UNLESS OTHERWISE NOTED.

USAspending.gov · Feb 24, 2026

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

2 sources · 1 government/SEC filing · 78% avg. source confidence

Insider Filing Activity

21Form 4 filings, trailing 90 days0 since last week's snapshot
Net insider selling3 purchases ($102,505) · 3 sales ($1,121,871)

Direction/size reflects a sample of the most recent filings, not every Form 4 in the window · sourced from SEC EDGAR · as of Jul 28, 2026

Correlated Activity

Both Cisco Systems and Broadcom — which it depends on — are showing accelerating Activity at the same time (3 recorded changes for Broadcom in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Cisco Systems and Cohere — which it depends on — are showing accelerating Activity at the same time (2 recorded changes for Cohere in the last 90 days).

Timing correlation only — not evidence of a causal link

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Dependency Map

What Cisco Systems depends on below, and who depends on Cisco Systems above — click any node to make it the new center, 2 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Apr 2026: Reportedly in talks to acquire AI security startup Astrix for $250-350M (unconfirmed)→May 2026: Record Q3 FY2026 revenue, raises AI order outlook to $9B→May 2026: Cisco posts record Q3 FY2026 revenue, raises AI infrastructure order outlook to $9B

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Reportedly in advanced talks to acquire Axonius for $2B; company denied it

24% confidence

Cisco was reported in January 2026 to be in advanced talks to acquire Israeli cybersecurity firm Axonius for roughly $2 billion, but Axonius publicly denied the report, stating it was 'not in talks to be acquired by Cisco' and emphasizing its strategy to remain independent.

Based on unnamed-source reporting that the target company itself has explicitly denied; included as an example of a reported deal that did not proceed to confirmation.

LinkedIn / industry press · Jan 1, 2026

Reportedly in talks to acquire AI security startup Astrix for $250-350M

42% confidence

Cisco was reported to be in talks to acquire cybersecurity startup Astrix Security for between $250 million and $350 million, with people familiar with the matter saying conversations were underway before any final agreement; the deal was later confirmed and completed on June 29, 2026.

The specific price range was reported by The Information citing people familiar with the matter ahead of Cisco's own confirmation of the deal terms.

The Information (via Yahoo Finance) · Apr 1, 2026

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Cisco Systems's Timeline

A sourced, dated history of Cisco Systems's key moments — founding to present.

  1. Jan 1984 · Founded

    Cisco Systems was founded, later becoming a dominant networking equipment provider now repositioning around AI data center infrastructure.

  2. May 2026 · Record Q3 FY2026 revenue, raises AI order outlook to $9B

    Cisco reported record fiscal Q3 2026 revenue of $15.84 billion (up 12% year-over-year) and net income of $3.37 billion, with networking revenue up 25% to $8.82 billion beating consensus; the company sharply raised its full-year 2026 AI infrastructure order outlook to $9 billion after hyperscalers ordered $2.1 billion in Q3 alone via its Silicon One portfolio, advanced networking and optical products, sending shares up 17%.