Positive. Industry outlook highlights growth opportunities for Cisco, Extreme Networks, and NETGEAR in networking sector.

From Nasdaq: 2025-06-05 04:51:00

The computer networking industry faces challenges due to global economic uncertainty and supply chain dynamics, impacting telecom operators’ capital spending. Despite short-term issues, growth opportunities lie in cloud computing, AI technology, and 5G deployment, benefiting companies like Cisco, Extreme Networks, and NETGEAR. Industry players focus on innovation to meet IoT and network security demands.

Cisco, a major player in networking, enhances its portfolio with AI-driven solutions, boosting security and collaboration platforms. Despite macroeconomic challenges and competition, Cisco’s AI infrastructure orders exceed expectations, driving growth. NETGEAR sees revenue challenges, with supply constraints impacting some segments. However, strategic realignment and cost savings initiatives show promise for future growth.

Extreme Networks, known for AI-driven cloud networking solutions, experiences strong revenue growth driven by wired and wireless network solutions. The company’s Platform ONE launch and subscription bookings momentum contribute to growth. Despite relying heavily on product revenues, competitive pressures persist. Zacks Investment Research recommends Cisco, Extreme Networks, and NETGEAR for investment, highlighting their potential for growth and innovation in the industry.



Read more at Nasdaq: Zacks Industry Outlook Highlights Cisco, Extreme Networks and NETGEAR