Who supplies Cisco, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Proactive revenue read-through alerts whenever Cisco files 8-Ks, announces contracts, or beats guidance.
18 companies with a disclosed relationship to Cisco
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Security (3) | ||||||||||
| FTNT | Network security | competitor | - | - | - | - | - | 68 | 20% exp79 | |
| CRWD | Security platform | competitor | - | - | - | - | - | 4 | 15% exp77 | |
| PANW | Network security | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| Optics & Interconnect (3) | ||||||||||
| LITE | Optical components | supplier | - | - | - | - | - | 34 | 20% exp79 | |
| COHR | Optical transceivers | supplier | - | - | - | - | - | 10 | 15% exp77 | |
| FN | Contract optical manufacturing | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Channel & Distribution (3) | ||||||||||
| VZ | Carrier network buildouts | customer | - | - | - | - | - | 4 | 15% exp77 | |
| T | Carrier network buildouts | customer | - | - | - | - | - | 2 | 15% exp77 | |
| TMUS | Carrier network buildouts | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Contract Manufacturing (2) | ||||||||||
| JBL | Contract manufacturing | supplier | - | - | - | - | - | 73 | 20% exp79 | |
| FLEX | Contract manufacturing | supplier | - | - | - | - | - | 23 | 15% exp77 | |
| Networking (2) | ||||||||||
| MRVL | Networking silicon and DSPs | supplier | - | - | - | - | - | 15 | 15% exp77 | |
| AVGO | Merchant switch silicon | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Compute (1) | ||||||||||
| NVDA | AI data-center reference architectures | partner | - | - | - | - | - | 3 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates Silicon One | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| Competitor (3) | ||||||||||
| ANET | Data-center switching | competitor | - | - | - | - | - | 52 | 20% exp79 | |
| MSFT | Collaboration software | competitor | - | - | - | - | - | 19 | 15% exp77 | |
| HPE | Networking after the Juniper deal | competitor | - | - | - | - | - | 15 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.