Cisco

Cisco Splunk AI: Closing the Enterprise Trust Gap at Scale

Cisco Splunk AI: Closing the Enterprise Trust Gap at Scale

Application Development, Compliance, Cyber Security, Enterprise Software /

Cisco announced major Splunk AI advancements at .conf26, including on-premises AI via Cisco AI POD, real-time agent spending observability, and a multi-year AWS co-development deal. The announcements target the three barriers Cisco says block enterprise AI adoption: trust, cost, and security. ECI Research data shows compliance friction, not capability, is the primary AI adoption blocker in regulated markets.

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Cisco FY26 Record Revenue: AI Infrastructure Strategy Pays Off

Cisco FY26 Record Revenue: AI Infrastructure Strategy Pays Off

AI, Application Development, Cyber Security, Enterprise IT Strategy, Infrastructure /

Cisco closed fiscal 2026 with record revenue of $63.3 billion, driven by AI infrastructure investment and platform consolidation. ECI Research analyzes what the Secure AI Factory expansion, Sovereign Critical Infrastructure launch, and Cisco Data Fabric general availability mean for enterprise and government buyers navigating AI adoption and compliance complexity.

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Cisco FY26 Earnings: AI Infrastructure Orders Hit $9.3B

Cisco FY26 Earnings: AI Infrastructure Orders Hit $9.3B

AI, Application Development, Infrastructure, Networking /

Cisco closed fiscal 2026 with record revenue of $63.3 billion, driven by a hyperscale AI infrastructure surge that produced $9.3 billion in orders for the year. Networking product orders grew more than 40% year-over-year for the eighth consecutive quarter, while new launches like Cisco Cloud Control and the Antares SLM family signal a push beyond hardware. ECI Research analysts break down what the numbers mean for ITDMs and platform engineering teams heading into FY27.

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Equinix Q2 2026: AI Infrastructure Demand Drives Record Results

AI Infrastructure Demand Drives Record Results

Application Development, Cloud, CloudOps, Data Management, Networking /

Equinix delivered record Q2 2026 results, with 16% revenue growth and a 53% adjusted EBITDA margin, fueled by AI infrastructure demand and record interconnection adds. The company raised full-year guidance and extended its long-term outlook through 2029. New AI factory partnerships and a network-level data sovereignty product signal where Equinix is competing next.

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Cisco Cloud Control and AgenticOps: Autonomous Infra or Bold Rebrand?

Cisco Cloud Control and AgenticOps: Autonomous Infra or Bold Rebrand?

AI, Application Development, Automation, Cloud, Enterprise IT Strategy /

Cisco’s Cloud Control and AgenticOps framework aims to shift enterprise infrastructure from reactive operations to autonomous, adaptive management. ECI Research examines the market timing, competitive stakes, and what organizations should watch before committing. The GA timeline and pricing model will define whether Cisco leads this category or follows.

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Cisco Acquires Astrix to Lead Non-Human Identity Security

Cisco Acquires Astrix to Lead Non-Human Identity Security

AI, Application Development, Automation, Cloud /

Cisco has acquired Astrix Security to extend its Cloud Control platform into non-human identity governance for AI agents. The deal addresses a fast-growing attack surface as autonomous agents proliferate across enterprise environments. ECI Research examines the strategic rationale, integration risks, and competitive implications.

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Cisco Live 2026: Agentic AI Security and the WideField Bet

Cisco Live 2026: Agentic AI Security and the WideField Bet

AI, Application Development, Automation, Security /

Cisco used Cisco Live US 2026 to announce the acquisition of WideField Security, expanding Splunk’s Agentic SOC with non-human identity intelligence. Combined with the Athena open-source coalition and campus network capacity research, Cisco is building an integrated trust layer for the agentic AI era. ECI Research analyzes what it means for enterprise security strategy and infrastructure planning.

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Cisco Acquires Astrix Security: NHI Security for AI Agents

Cisco Acquires Astrix Security: NHI Security for AI Agents

Application Development, Enterprise IT Strategy, Security /

Cisco has acquired Astrix Security to secure the API keys, OAuth tokens, and service accounts used by AI agents across the enterprise. The deal integrates NHI governance into Cisco Identity Intelligence, Duo IAM, and Splunk. This note analyzes why the acquisition addresses a structural gap in Zero Trust architectures built for human identities.

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Equinix, Cisco & NVIDIA: Enterprise AI Infrastructure at Scale

Equinix, Cisco & NVIDIA: Enterprise AI Infrastructure at Scale

AI, Application Development, Cloud, Data Management, Infrastructure /

Equinix has announced an expanded collaboration with Cisco and NVIDIA to deploy standardized AI factory architectures across its global data center footprint. A new partner-led lab from Presidio gives enterprises a production-grade environment to validate AI infrastructure before full-scale rollout. The move directly targets the prototype-to-production gap that has stalled enterprise AI adoption.

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