Cisco Systems, Inc. (CSCO) vs Micron Technology, Inc. (MU)

Cisco Systems, Inc. is the world’s largest provider of networking equipment and ranks among the largest software companies globally. Its core businesses include networking hardware and software, where it holds leading market positions, as well as cybersecurity software such as firewalls. The company also offers collaboration solutions, including its Webex suite, and observability tools. Cisco primarily relies on third-party manufacturers and maintains a large sales and marketing organization of 25,000 employees across 90 countries. In total, the company employs about 80,000 people and markets its products worldwide.

Micron Technology is one of the world’s largest semiconductor companies, focused on memory and storage chips. Its main source of revenue comes from dynamic random access memory (DRAM), while it also maintains smaller exposure to NAND flash memory. Micron serves a global customer base, supplying chips for data centers, mobile devices, consumer electronics, as well as industrial and automotive applications. The company operates as a vertically integrated business.