-76%

est. 2Y upside i

Cybersecurity

Rank

#3848

Sector

Cybersecurity

Est. Liquidity

~0Y

Data Quality

Data: Medium

The job seeker would receive equity in Cisco (CSCO), as OpenDNS was acquired by Cisco in 2015 and rebranded as Cisco Umbrella.

Last updated: March 10, 2026

Bull (15%)+35%

Cisco Umbrella, as a core component of Cisco Secure Access and bolstered by Splunk integration, significantly expands its market share in SASE and AI-driven security, driving Cisco's cybersecurity revenue segment to sustained high double-digit growth. This leads to a re-rating of Cisco's overall valuation, pushing its stock up by 35% over two years.

Base (50%)+10%

Cisco Umbrella maintains its strong position in DNS security and contributes steadily to Cisco's cybersecurity portfolio. Cisco's overall revenue and earnings grow in line with market expectations (around 5-10% annually), supported by its diverse product lines and the Splunk acquisition. This translates to a moderate 10% appreciation in Cisco's stock over two years.

Bear (35%)-20%

Persistent service outages and filtering issues for Cisco Umbrella, coupled with aggressive competition from Cloudflare and Zscaler, erode customer trust and market share. Cisco's cybersecurity growth slows significantly, and the broader networking business faces headwinds, leading to a 20% decline in Cisco's stock value over two years.

Est. time to liquidity~0.0 years

Secondary Liquidity

active

Cisco (CSCO) is a publicly traded company on NASDAQ, offering immediate liquidity for equity holders.

Questions to Ask at the Interview

Strategic questions based on OpenDNS's data — designed to show you've done your homework.

  • 1

    “Given the integration of Umbrella into Cisco Secure Access and the Splunk acquisition, how is Cisco positioning Umbrella to differentiate against strong competitors like Cloudflare Gateway and Zscaler Internet Access in the evolving SASE market?”

  • 2

    “With recent reports of service outages and filtering issues for Umbrella, what specific measures are being taken to enhance reliability and ensure consistent service for enterprise customers?”

  • 3

    “How does Cisco foresee the Umbrella business unit contributing to Cisco's overall revenue and profitability targets over the next 2-3 years, especially in the context of AI-driven security threats and the broader cybersecurity market growth?”

Community

Valuation Sentiment

Our model estimates -76% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.