Why Cisco is preparing to ride the networking supercycle
We are entering a multi-year era of huge global demand and infrastructure upgrades for routers, switches and data centres, driven by the growth of AI and agents. One company benefiting from this is Cisco, which in its most recent financial year (FY26) revealed that product orders were up 35% year on year.
The networking supercycle rests on a cross industry installed base opportunity of $100bn that will need to upgrade and refresh infrastructure over a number of years. On this basis CIsco’s guidance is to expect 15% revenue growth for Cisco in FY 27.
Where is the networking supercycle spend coming from?
Speaking to analysts shortly after FY26 results were announced, Sami Badri, SVP of Investor Relations & Strategic Finance commented that while the networking supercycle is an open market opportunity, Cisco is in an idiosyncratic position to benefit from it. Wherever customers choose to deploy their enterprise apps, whether...
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