Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
$471B
P/E ratio
~27×
Div yield
~2.2%
Revenue (FY25)
$56.7B
Rev. growth
+5%
Free cash flow
~$13.6B
Security growth
+60%
Splunk deal
$28B
In plain English
Cisco is the company that wires the internet together: the switches and routers inside corporate offices, telecom networks and data centres. It designs its own networking silicon (Silicon One) but buys merchant chips from Broadcom and Marvell too, and fabs everything at TSMC. After its largest-ever deal — the ~$28B purchase of Splunk in 2024 — it is also a major cybersecurity and observability software vendor, and it is partnering with NVIDIA to sell the Ethernet networking that stitches AI GPU clusters together.
In simple terms
What Cisco Systems really sells
Cisco is the company that wires the internet together: the switches and routers inside corporate offices, telecom networks and data centres. It designs its own networking silicon (Silicon One) but buys merchant chips from Broadcom and Marvell too, and fabs everything at TSMC. After its largest-ever deal — the ~$28B purchase of Splunk in 2024 — it is also a major cybersecurity and observability software vendor, and it is partnering with NVIDIA to sell the Ethernet networking that stitches AI GPU clusters together.
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