FS
- Company typePublic
- Founded2009
- HeadquartersNew Castle, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingHardware or Manufacturing
FS firmographics
Firmographics- Name
- FS
- Legal name
- FS.COM INC.
- Website
- https://fs.com
- Company type
- Public
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
FS industry classification
Industry- Product category
- Networking Hardware
- NAICS
- Computer and Peripheral Equipment Manufacturing (33411), Other Communications Equipment Manufacturing (33429), Electronic Connector Manufacturing (334417)
- SIC
- Computer Communications Equipment (3576), Communications Equipment, Nec (3669)
- akta.pro primary industry
- AI Interconnects & Fabric (NVLink/CXL/PCIe/Switches) (HDAAAAAD)
- akta.pro secondary industries
- High-Performance Networking Adapters (InfiniBand/RDMA/Ultra-Low Latency) (HDAFAEAD), Cloud Connectivity & Interconnect (Cloud On-Ramps, IX, Cross-Connects) (HDAIAFAF), Data, Communications & Fiber Optic Cable (IMADAMAD), Network Backbone & Core IP Transport (Long-Haul/Metro IP) (HDAIAFAG), Network, Infrastructure & Data Center Integration (BPAEAAAK)
Keywords
Where FS is headquartered
LocationHeadquarters
- HQ city
- New Castle
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
FS business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Supply Chain, Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Hardware Sales: FS generates primary revenue from selling networking hardware including switches, optical transceivers, network adapters, fiber cables, and data center infrastructure equipment. Product categories span from 1G to 1.6T bandwidth capabilities.
- Software Licenses and Subscriptions: Revenue from PicOS® network operating system licenses and AmpCon management platform subscriptions for network management and automation.
- Professional Services: Customized technical solutions, R&D services, and technical support from 900+ sales and technical professionals. Includes solution consulting, network design, and after-sales support.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Enterprise product pricing available via quote request |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
FS product offering
Product offeringCore offering
FS designs, manufactures, and sells networking hardware and proprietary software for data center, enterprise campus, and AI/HPC infrastructure. Its core offering spans Ethernet and InfiniBand switches (1G to 1.6T), optical transceivers and cables (100M to 1.6T), data center interconnect systems, high-density modular cabling, and wireless access points, all unified by its PicOS® disaggregated network operating system and AmpCon network management platform. Customers are primarily enterprises, cloud operators, and AI infrastructure builders served through direct sales and the fs.com e-commerce channel.
Product overview
FS is a global ICT products and solutions provider offering a comprehensive portfolio centered around its PicOS® network operating system and AmpCon management software platform. The core product lineup includes high-speed switches (Data Center, Enterprise, Industrial, SME, PoE+ variants across speeds from 1G to 800G), optical transceivers (InfiniBand, Ethernet, Coherent DWDM ranging from 100M to 1.6T), and structured cabling solutions (FHD® modular cabling, MTP®/MPO, MMC). The platform is complemented by network management tools, wireless access points, security solutions, and power infrastructure. Key solutions include the 1.6T Optical Interconnect for NVIDIA B300 GPU clusters, 400G DCI Optical Solution with D7000 Series, Wi-Fi 7 Campus Network Solution, and 800G RoCE Lossless Network for AI environments. The portfolio serves data center, enterprise, industrial, and wireless networking applications across AI/HPC, cloud, and campus environments.
Differentiator
Problem solved
Functional benefit
Brands
- PicOS: Disaggregated network operating system built on industry-standard Debian Linux for switches
- PicOS-V
- AmpCon
- FHD
Products and services
- PicOS® Data Center Switches
Quantifiable outcome
- 90% same-day shipping from 7 global warehouses
- +2 more outcomes
Companies that use FS
Customer profileNamed customers3 records
Segments5 records
Ideal customer profiles5 records
FS technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature6 records
FS partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- MarvellcoreMarvell provides 5nm digital signal processor technology for FS's 800G coherent optics modules, enabling high-performance optical connectivity for AI infrastructure and data center networks.
- NVIDIAcoreFS's AI networking solutions are designed for NVIDIA GPU clusters, with 1.6T OSFP modules verified on NVIDIA Quantum-X800 switches and 800G solutions built for NVIDIA B300 GPU clusters.
Scale indicators8 records
Recent moves8 records
Expansion highlights5 records
FS competitors and assessment
Company assessmentDirect peers
- Arista Networks: Arista is the leading merchant data center switching vendor, directly competing with FS's PicOS data center switches, 400G/800G spine-leaf solutions, and EVPN-VXLAN fabric offerings. Both target cloud, hyperscale, and AI/HPC operators with low-latency Ethernet fabrics.
- NVIDIA (Mellanox): NVIDIA's networking platform (Spectrum-X, Quantum-X800 InfiniBand) is both FS's partner and primary competitor in AI fabric interconnects. NVIDIA's vertically integrated switches and reference architectures compete directly with FS's NVIDIA-verified 1.6T/800G AI optical solutions.
- Ciena: Ciena competes in DCI and metro optical networking with WaveLogic coherent technology, overlapping with FS's D5110 and D7000 DCI solutions and 400G/800G coherent ZR/ZR+ modules. Both target enterprise and hyperscale DCI buyers.
- Lumentum: Lumentum is a leading merchant supplier of high-speed optical components and coherent modules, directly competing with FS's optical transceiver portfolio in DCI and telecom-grade long-haul applications.
- Coherent Corp: Coherent (formerly II-VI/Finisar) is a major merchant optical transceiver and component supplier, competing with FS's 100G-1.6T optical transceiver product line across data center, DCI, and telecom markets.
- Edgecore Networks: Edgecore is a leading white-box/disaggregated networking vendor offering SONiC and other NOS-ready switches. It competes head-on with FS's disaggregated PicOS switches in hyperscale and enterprise buyers seeking open networking.
Broad incumbents
- Cisco Systems: Cisco is the broad incumbent across enterprise and data center networking. It competes with FS's enterprise campus switches (Catalyst/Nexus equivalent) and increasingly with disaggregated NOS approaches (SONiC), while overlapping in optical transceivers and DCI.
- Juniper Networks: Juniper competes across enterprise routing/switching (Mist AI, Apstra) and data center fabrics (QFX). Its Apstra intent-based networking and SONiC alignment overlap with FS's AmpCon automation and PicOS disaggregation story.
- Dell Technologies: Dell's PowerSwitch portfolio (originally Dell EMC Networking) and broader data center infrastructure bundles compete with FS in enterprise networking, especially where customers prefer single-vendor compute+storage+networking stacks.
Emerging players
- Marvell Technology: Marvell supplies the Inphi-derived DSP silicon underpinning FS's 800G coherent optics and also markets its own coherent optical modules. The dual role of supplier and emerging competitor makes Marvell a structurally important peer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
FS social profiles
Digital presenceFS compliance and trust
Trust signalCompliance3 records
FS financial estimates
Financial estimateRevenue estimate
Valuation estimate
FS leadership team
Management profileNumber of profiles
Profiles1 record
FS funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FS M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FS
What does FS do?
FS designs, manufactures, and sells networking hardware and proprietary software for data center, enterprise campus, and AI/HPC infrastructure. Its core offering spans Ethernet and InfiniBand switches (1G to 1.6T), optical transceivers and cables (100M to 1.6T), data center interconnect systems, high-density modular cabling, and wireless access points, all unified by its PicOS® disaggregated network operating system and AmpCon network management platform. Customers are primarily enterprises, cloud operators, and AI infrastructure builders served through direct sales and the fs.com e-commerce channel.
Is FS a public or private company?
FS is a public company. It is classified as public and is currently operating.
When was FS founded?
FS was founded in 2009. It employs 1,001 to 5,000 people.
Where is FS based?
FS is headquartered in New Castle, United States, in the North America region.
How does FS make money?
Three revenue lines are on record. Hardware Sales are the primary driver. The others are software Licenses and Subscriptions and professional Services.
Who are FS's main competitors?
Direct peers on record are Arista Networks, NVIDIA (Mellanox), Ciena, Lumentum, Coherent Corp and Edgecore Networks. Broad incumbents are Cisco Systems, Juniper Networks and Dell Technologies. Marvell Technology is listed as an emerging player.
Does FS have an API?
No public API is recorded for FS.
What industry is FS in?
FS's product category is Networking Hardware. Its primary akta.pro industry code is HDAAAAAD, AI Interconnects & Fabric (NVLink/CXL/PCIe/Switches), with a secondary code of HDAFAEAD, High-Performance Networking Adapters (InfiniBand/RDMA/Ultra-Low Latency). Its NAICS code is 33411 and its SIC code is 3576.