Telecom & Networking Equipment: Inferencing Pushing Network Refresh to the Front-End

研报英文原文证据摘录

Telecom & Networking Equipment: Inferencing Pushing Network Refresh to the Front-End

nd technology. WiFi 7 access points sales increased more

We are taking an already strong refresh cycle and leveraging it into significant opportunities for expansion, competitive displacement and platform consolidation. With this refresh, we are

FFIV Q3 2026 Earnings Call 5/28/2026 seeing a Refresh Plus dynamic that is different from prior cycles. Customers are deploying higher performance, higher capacity F5 systems as they upgrade their data centers to support

modern applications, digital resilience and sovereignty and AI.

Compute alone will not solve. You need a high-speed network. The most powerful GPUs in the world require a communication super highway and Agentic technology will tax the network

DELL Dell Technologies World 2026 5/14/2026 like never before — agents exchanging context, scheduling, making decisions in real time. Your network must be lawless, adaptive and fast or GPUs will stall, and a stalled GPU is an

incredibly expensive proposition.

With traffic across these networks expected to increase 3x over the next 3 years because of AI, 93% of respondents are accelerating their network modernization plans. These findings

CSCO Q3 FY2026 Earnings Call 5/13/2026 support our belief that we are still at the start of a multiyear, multibillion-dollar campus refresh opportunity. The strong demand we see for our technology is driven by our ability to deliver AI-

native capabilities across our products, including weaving security into the fabric of the network and modernizing the operational stack of campus networks.

Source: Company data

Back-end remains the main focus, but keeping an eye on front-end inflection. AI