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The Blinking Box in Your Closet Is Quietly Becoming a Software Company
NETGEAR has spent 30 years making the box that blinks in your closet. Now it is trying to turn that hardware into recurring revenue - and in 2025, for the first time in five years, the bet moved the numbers.
Cisco
The company that quietly wired the internet is now betting its next chapter on securing and connecting the machines that run artificial intelligence.
Cisco Systems
Cisco Systems is an American multinational technology company and the world's largest maker of networking hardware. Founded in 1984 by two Stanford computer scientists, it builds the routers, switches, silicon, security, and software that route much of the world's internet traffic. Today Cisco is repositioning around AI infrastructure, cybersecurity, and observability - anchored by its 2024 acquisition of Splunk - while remaining the default backbone for enterprise, service-provider, and government networks.
Allied Telesis
Allied Telesis is a global networking infrastructure company that designs, manufactures, and supports wired and wireless products - switches, routers, firewalls, wireless access points, transceivers, and the software that manages them. Founded in Japan in 1987, it builds resilient, standards-based networks for governments, schools, hospitals, transportation systems, and smart cities, with a focus on automation (its Autonomous Management Framework), reliability, and supply-chain security.