The Zacks Computer-Networking industry is poised for growth due to cloud computing, network security, big data, and AI technology. Industry players like Cisco Systems, Extreme Networks, and RADCOM are capitalizing on the AI infrastructure opportunity driven by 5G deployment, IoT, and Wi-Fi 7 upgrade cycle.
Extreme Networks is experiencing strong revenue growth with its AI-driven cloud networking solutions, driving subscription bookings and SaaS growth. Cisco is expanding its AI capabilities and security dominance through partnerships with NVIDIA, fueling enterprise AI orders. RADCOM is focusing on global sales expansion and strategic partnerships in AI-powered 5G networks.
While the industry faces challenges from macroeconomic turmoil and competition, its outperformance against the S&P 500 and sector, along with favorable valuations, indicate growth potential. Cisco, Extreme Networks, and RADCOM are positioned for future growth with their innovative networking solutions and strategic partnerships.

Read more at Nasdaq: Zacks Industry Outlook Highlights Cisco Systems Extreme Networks and RADCOM