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Computer Communications Equipment SIC 3576
11 companies filing with the SEC under SIC 3576. Median revenue growth +10% year on year in Q2 2026 (middle half -2% to +17%, 11 companies). The growth model expects the industry's combined revenue to grow +19% in Q3 2026. 12 customer or supplier links named in annual reports.
Money flow: where the industry's revenue goes
Drawn in the browser: an estimate of where the industry's revenue goes — what it buys from other industries, the pay that reaches households, taxes and profit — beside its filed cash flow, two tiers of suppliers and its capital spending by kind of asset.
Open the industry: growth distribution, money flow, network →
Who sells to whom
Customers and suppliers named in the companies' annual reports; the share is of the supplier's revenue.
- FN → CSCO 20% of the supplier's revenue, $924M
- PLUS → CSCO 29% of the supplier's revenue, $708M
- EXTR → Jenne Inc 16% of the supplier's revenue, $205M
- EXTR → SNX 15% of the supplier's revenue, $193M
- INTZ → U.S. government 95% of the supplier's revenue, $6.7M
- MSFT → EXTR
- AMZN → EXTR
- ANET → CCOI
- PLUS → ANET
- CSCO → CCOI
- CSCO → SCSC
- CSCO → PLUS
Growth model
Industry revenue, the same companies year on year; 80% ranges. Fitted on SEC filings and tested out of sample (how).
| Quarter | Growth Y/Y | Revenue | 80% range |
|---|---|---|---|
| Q3 2026 | +18.9% | $22.3B | $21.2B – $23.4B |
| Q4 2026 | +17.8% | $22.9B | $21.4B – $24.3B |
| Q1 2027 | +16.4% | $23.4B | $21.8B – $25.0B |
| Q2 2027 | +14.9% | $25.2B | $23.4B – $27.0B |
Capital spending and supply chain →
Companies
| Company | Quarterly revenue | Y/Y | Stage |
|---|---|---|---|
| CSCO Cisco Systems | $17.3B | +18% | expansion |
| ANET Arista Networks | $3.7B | +38% | expansion |
| FFIV F5 | $865M | +11% | transition |
| EXTR Extreme Networks | $341M | +10% | transition |
| NTGR Netgear | $167M | -1% | mature |
| DGII Digi International | $139M | +29% | expansion |
| ATEN A10 Networks | $91.5M | +15% | transition |
| LTRX Lantronix | $31.2M | +8% | mature |
| FOXX Foxx Development Holdings | $7.0M | -50% | contraction |
| CIIT Tianci International | $2.2M | -2% | mature |
| INTZ Intrusion | $1.5M | -22% | transition |
Growth from positive, comparable quarterly revenue as filed; industries are SEC Standard Industrial Classification codes. Data Nov 8, 2026.