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Cisco Systems, Inc.

CSCOleader

Cisco is the world's largest networking equipment company, providing the routers, switches, and security infrastructure that form the backbone of enterprise and internet connectivity.

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產品與營收

產品營收佔比

營收結構 ($56.2B)

靜態數據（加載即時財務…）

Product Revenue (72%)
Service Revenue (28%)

業務部門構成與主要客戶

產品詳情

Secure Networking45%

Switches, routers, and wireless LAN infrastructure for enterprise and service providers

Security20%

Firewall, endpoint protection, and zero-trust access solutions

Collaboration15%

Webex video conferencing, unified communications, and contact center solutions

Observability20%

Splunk, AppDynamics, and ThousandEyes monitoring platforms

供應鏈關係

競爭對手

Microsoft Corporation

Teams vs Webex collaboration

影響: Significant competitive pressure

Arista Networks, Inc.

Data center switching

影響: Key competitor in cloud networking

CrowdStrike Holdings, Inc.

Endpoint and cloud security

影響: Growing cybersecurity rivalry

宏觀與市場背景

IT / 소프트웨어行業新聞

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

近期催化劑

◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)◆Microsoft Build 컨퍼런스 (2026.05)◆CrowdStrike Fal.Con 2026 발표

機構訊號

機構操作價值季度申報日期
BlackRockaccumulating$371M2024.062024-08-13↑
BlackRockreducing$173M2024.062024-08-13↓
BlackRockreducing$229M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$28M2024.062024-08-13↓
BlackRockaccumulating$516M2024.062024-08-13↑
BlackRockaccumulating$409M2024.062024-08-13↑
BlackRockaccumulating$6.5B2024.062024-08-13↑
BlackRockaccumulating$4.3B2024.062024-08-13↑
BlackRockaccumulating$335M2024.062024-08-13↑
BlackRockaccumulating$793M2024.062024-08-13↑
BlackRockreducing$265M2024.062024-08-13↓
BlackRockaccumulating$460M2024.062024-08-13↑
BlackRockreducing$67K2024.062024-08-13↓
BlackRockaccumulating$2.0B2024.062024-08-13↑
BlackRockreducing$44M2024.062024-08-13↓
BlackRockreducing$80M2024.062024-08-13↓
BlackRockreducing$33M2024.062024-08-13↓
BlackRockreducing$47M2024.062024-08-13↓
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$293K2024.062024-08-13↓
BlackRockreducing$256M2024.062024-08-13↓
Vanguard Groupaccumulating$570M2025.122026-01-29↑
Vanguard Groupaccumulating$669M2025.122026-01-29↑
Vanguard Groupaccumulating$1.7B2025.122026-01-29↑
Vanguard Groupaccumulating$3M2025.122026-01-29↑
Vanguard Groupaccumulating$27.7B2025.122026-01-29↑
Vanguard Groupaccumulating$145M2025.122026-01-29↑
State Streetaccumulating$15.1B2025.122026-02-13↑
Wellington Managementaccumulating$2.3B2025.122026-02-17↑
Wellington Managementaccumulating$44M2025.122026-02-17↑
Wellington Managementaccumulating$5M2025.122026-02-17↑
Wellington Managementaccumulating$1M2025.122026-02-17↑
Wellington Managementaccumulating$4M2025.122026-02-17↑
Wellington Managementaccumulating$32M2025.122026-02-17↑
Wellington Managementaccumulating$51M2025.122026-02-17↑
Wellington Managementreducing$902K2025.122026-02-17↓
FMR (Fidelity)accumulating$3.0B2025.122026-02-17↑
FMR (Fidelity)accumulating$6M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.2B2025.122026-02-17↑
FMR (Fidelity)accumulating$101M2025.122026-02-17↑
FMR (Fidelity)accumulating$709M2025.122026-02-17↑
FMR (Fidelity)accumulating$17M2025.122026-02-17↑
FMR (Fidelity)accumulating$10K2025.122026-02-17↑

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企業資訊

總部

San Jose, California, USA

成立時間

1984

員工人數

90,000+

官網

cisco.com

行業概況 — IT / 소프트웨어

行業新聞

AI 코파일럿 구독 전환 가속 — 전통 SaaS 성장률 차별화 심화

SaaS 시장 성장률 (2026E)

+18% YoY

AI 코파일럿 ARR 성장

+320% YoY

기업 IT 예산 증가율

+6% (AI 재배분)

전통 라이선스 시장

-12% YoY

核心主題

  • •AI 에이전트 상용화 — Salesforce Agentforce·ServiceNow 수혜
  • •Microsoft Copilot M365 — 기업 시트 전환율 가속 (30% → 60%)
  • •사이버보안 AI 통합 — CrowdStrike·Palo Alto 플랫폼 공고화

近期催化劑

  • ◆Salesforce·ServiceNow·CRM Q1 실적 (2026.05)
  • ◆Microsoft Build 컨퍼런스 (2026.05)