Cisco vs Fortinet

Cisco — Hardware · Public · $433.3B mkt cap · 4 of 4 figures sourced  |  Fortinet — Hardware · Public · $124.8B mkt cap · 4 of 4 figures sourced

Relationship

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

6 of 17 capabilitiesShared product typeSame scale bandNamed in filingDetect and respond to security threats

6 of 17 capabilities — Shares data analysis, data security, evaluation and observability and 3 more.

Ludbee capability tags · from the product records

Shared product type — Both ship application.

Ludbee product records

Same scale band — Both large-cap.

Ludbee scale bands · from valuation and funding figures

Named in filing — “...Cisco Systems, Inc. ("Cisco")...”

sec.gov · checked 2026-09-18

Detect and respond to security threats — Rivals on this job — Spot attacks across endpoints, email, cloud and identity, then triage and contain them.

Ludbee needs vocabulary · the scope on the sourced edge

Aligned comparison

FieldCiscoFortinet
Market cap$433.3B$124.8B Fortinet has 3.5× smaller
Employees86,20015,109 Fortinet has 5.7× fewer
Founded19842000 16 yrs later
StatusPublicPublic match
CategoryHardwareHardware match
Stack layerAI agent, Application, HardwareApplication, Infrastructure service, Platform
HeadquartersSan Jose, USASunnyvale, USA

Capability overlap

Shared · 6

Data analysisData securityEvaluation and observabilityGuardrails and safetyThreat detection and responseWorkflow automation

Not verified for Fortinet · 11

Accelerator siliconAgent orchestrationAI compute hardwareCustomer supportInterconnectModel inferenceModel trainingServer systemsSpeech to textSummarizationVoice agent

Recorded for Cisco. Fortinet’s product records say nothing either way — a missing record is not a missing capability.

Fortinet has no capability Cisco lacks, among the 6 recorded here.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Cisco

Application

AI Assistant for Webex Contact CenterApplication

AI assistant for contact-centre agents and supervisors that produces call and transfer summaries, live transcription, suggested chat replies, topic analytics, automatic CSAT scoring and agent burnout signals.

Cisco AI CanvasApplication

AgenticOps workspace where teams and AI agents collaborate to investigate, correlate and resolve issues across domains: natural-language querying, multi-step agent workflows, shared real-time visibility, and native Cisco plus third-party tool integration via Cloud Control Studio.

Cisco AI DefenseApplication

End-to-end AI security product that discovers an organisation's AI assets, red-teams models and applications for vulnerabilities, and enforces runtime guardrails against prompt injection and data leakage.

Cisco IQApplication

Agentic support intelligence delivered inside Cisco Support and Professional Services — 'the delivery vehicle for everything Cisco Support and Professional Services knows about your environment, made continuously available before you ask for it' — generally available as SaaS since April 2026 and included with existing support contracts.

Webex AI Workforce Engagement ManagementApplication

AI-native workforce engagement suite for contact centres that forecasts demand and optimises shifts, uses NLP and LLMs to evaluate 100 percent of human and AI agent interactions (AI Quality Management), and runs performance coaching and AI-led onboarding simulations.

Fortinet

Application

FortiAI-AssistApplication

AI orchestration platform automating security and network operations: alert triage/investigation, network configuration validation, and threat hunting, integrated across Fortinet's management products.

FortiAI-ProtectApplication

Discovers, controls and governs AI use across enterprise environments: shadow-AI detection (6,500+ AI application URLs), AI-application visibility (FortiView for AI), and AI-workload data-loss prevention.

FortiDLPApplication

Cloud-native data-loss-prevention agent combining machine-learning content/context analysis with a GenAI-powered assistant that summarizes and contextualizes incidents for insider-risk and data-egress protection.

FortiMailApplication

Email security gateway combining machine learning, LLM-based content analysis and image recognition to detect phishing, BEC and other threats across the email lifecycle.

FortiNDRApplication

Uses AI-based behavioural analysis of network traffic to detect lateral movement, data exfiltration and privilege escalation without endpoint agents, sold as on-premises appliances and VMs or as FortiNDR Cloud.

FortiSandboxApplication

Sandbox appliance/service for zero-day and advanced-threat detection, using AI-powered analysis (a purpose-built ML engine plus artificial neural networks) alongside static and dynamic analysis to accelerate verdicts.

No counterpart

Cisco sells these in a stack layer with no product recorded for Fortinet yet — nothing on the other side to compare them against.

AI agent

Webex AI AgentAI agent

Autonomous customer-service AI agent that handles inquiries conversationally across voice, SMS, email, chat and messaging apps and escalates to a human agent with context when it cannot resolve.

Hardware

Cisco AI PODsHardware

Pre-validated modular AI infrastructure bundles that combine Cisco UCS servers, NVIDIA GPUs, Nexus 9000 400G/800G switching and management software into single orderable stacks for AI inferencing, training and fine-tuning.

Cisco AI PODs for CollaborationHardware

Turnkey on-premises AI appliance that runs real-time speech transcription for Cisco collaboration deployments locally, for customers with data-sovereignty requirements that rule out cloud AI services.

Cisco Nexus Hyperfabric AIHardware

Cloud-managed full-stack AI cluster sold as hardware plus software plus service, packaging Cisco 6000 and N9300 series switches on an 800GbE back-end fabric, UCS servers with NVIDIA H200 GPUs and BlueField DPUs, optional VAST storage and NVIDIA AI Enterprise under the Hyperfabric cloud controller.

Cisco Silicon OneHardware

Unified programmable networking-silicon architecture for AI, hyperscale, data-centre, service-provider and enterprise routing/switching, spanning five series (G/P/E/K/A) of chip families.

Fortinet sells these in a stack layer with no product recorded for Cisco yet — nothing on the other side to compare them against.

Platform

FortiAIOpsPlatform

Applies AI/ML analysis to telemetry from Fortinet network devices to detect pattern anomalies and automate network troubleshooting.

Infrastructure service

FortiAIGateInfrastructure service

A runtime security proxy deployed between applications and LLM endpoints that blocks prompt injection, jailbreaking, model poisoning and excessive-consumption attacks and enforces context-aware data-loss prevention on AI traffic.