Cisco's Splunk AI Push Gains Momentum as It Expands Security Portfolio

Cisco Systems' (CSCO) Splunk AI push is gaining momentum as it expands its security and observability portfolio. The company's security portfolio, including Splunk, recorded double-digit order growth in the fourth quarter of fiscal 2026.

Splunk contributed to several whole-portfolio agreements, added more than 280 customer logos, and achieved its highest number of competitive wins in any quarter of fiscal 2026. This surpasses CSCO's target of adding 1,000 Splunk customer logos for the year, highlighting growing traction from integrating Splunk with broader networking and security offerings.

CSCO expanded Splunk with new AI security and observability capabilities to help enterprises deploy, secure, and monitor agentic AI at scale. The enhancements include CSCO AI POD for Splunk, expanded AI-agent observability, Tokenomics capabilities, and stronger agentic security operations.