The SASE market grew 21% in 3Q25 as Access Router spending plunged, with enterprises rapidly converging networking and security and vendors competing aggressively for leadership. Learn more:
HPE’s combined HPE-Juniper revenue now matches Huawei’s, signaling fierce rivalry ahead as vendors chase Cisco’s sizable refresh opportunity and campus switch pricing continues to decline. Learn more:
WLAN spending strengthened worldwide except in China, with Cisco leading Wi-Fi 7 revenue, and cloud-managed WLAN growing twice as fast as the overall market. Learn more:
Data Center Physical Infrastructure revenue grew 18% Y/Y as hyperscaler AI buildouts, new OCP standards, and next-generation power architectures accelerated a major data center infrastructure shift. Learn more:
High End Router revenue rose 23% in 3Q25, driven by a 68% Core Router rebound and strong North American demand across all customer verticals. Learn more:
