Networking 10 February 2026 - 12 February 2026

Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus
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Cisco stock ends higher into the weekend as critical SD-WAN bug stays in focus

Cisco shares closed up 1.74% at $79.46 Friday, outperforming a declining market as 27.46 million shares traded. U.S. cyber agencies warned of active exploitation of a critical Cisco SD-WAN flaw, with emergency patch deadlines set for federal agencies. Cisco said no new financial details will be shared at investor events in early March, including a March 5 Morgan Stanley conference.
February 28, 2026
Cisco raises 2026 forecast on AI networking demand — but CSCO slips after hours
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Cisco raises 2026 forecast on AI networking demand — but CSCO slips after hours

Cisco raised its fiscal 2026 revenue forecast to $61.2–$61.7 billion, citing $2.1 billion in AI infrastructure orders from hyperscalers and an 18% rise in product orders. Shares fell 5.5% after hours despite beating earnings estimates with $1.04 per share on $15.35 billion in second-quarter revenue. Networking revenue jumped 21%, while security fell 4%. Cisco lifted its dividend 2% to 42 cents.
February 12, 2026
Cisco’s new Silicon One G300 AI networking chip takes on Broadcom and Nvidia
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Cisco’s new Silicon One G300 AI networking chip takes on Broadcom and Nvidia

Cisco unveiled its Silicon One G300 switch chip and new data center systems Tuesday, targeting AI clusters and rival offerings from Broadcom and Nvidia. The G300, built on TSMC’s 3-nanometer process, is expected to deliver 102.4 Tbps switching capacity and go on sale in the second half of 2026. Cisco claims the design can cut AI job completion time by 28% and improve energy efficiency by nearly 70%.
February 10, 2026