Cisco’s Q2 Networking Up 21% to $8.29B; Arista Strengthens 100–400G Position
Cisco’s networking revenue reached $8.29B in Q2 fiscal 2026, up 21% year-over-year and fueled by 20% growth in product orders, marking six consecutive double-digit quarters. Arista Networks leads 100-gigabit Ethernet, gaining traction in 200- and 400-gigabit markets with its Arista 2.0 cloud-native software for intelligent application support and automated troubleshooting.
1. Cisco’s Q2 Networking Growth
Cisco’s networking revenues climbed to $8.29 billion in the second quarter of fiscal 2026, representing a 21% year-over-year increase and a 6.8% sequential rise. Demand for AI infrastructure and campus networking solutions drove product orders up over 20%, marking the sixth consecutive quarter of double-digit growth.
2. Arista Networks’ Competitive Position
Arista Networks maintains leadership in 100-gigabit Ethernet switches and is rapidly expanding into 200- and 400-gigabit high-performance switching markets. Its Arista 2.0 strategy, featuring cloud-native software for intelligent application support and automated troubleshooting, is resonating with customers undergoing network transformation.