AI Ready SASE Branch Architectures Push 2Q 2025 Revenue Up 22 Percent to $2.7 B, According to Dell’Oro Group
|“With SASE revenue climbing 22 percent Y/Y in 2Q 2025, enterprises are clearly prioritizing AI-ready branch strategies. SD-WAN’s 27 percent rise and SSE’s 19 percent gain show both the networking and security SASE engines driving this re-acceleration,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
Record 25 Percent Port Growth in 2Q 2025, as Ubiquiti, Cisco, and Arista Gain Share in Campus Switch Market, According to Dell’Oro Group
|“Now that the Campus Switch market has returned to demand-driven dynamics, we’re seeing port prices erode towards pre-pandemic levels,” said Siân Morgan, Research Director at Dell’Oro Group. “Ubiquiti, Cisco, and Arista each grew port shipments considerably and managed to maintain prices at a sufficient level to gain revenue share on a year-over-year basis.
Cisco’s Lower Prices Lead to Wi-Fi 7 Surge, According to Dell’Oro Group
|InfiniBand Switch Sales Surged in 2Q 2025, While Ethernet Maintains Market Lead for AI Back-end Networks, According to Dell’Oro Group
|Amplifier Upgrades to Fuel $10B of Cable Outside Plant Spending Through 2030, According to Dell’Oro Group
|“Tier one cable operators, particularly in the North American market, are in the beginning stages of a multi-year investment cycle to boost broadband speeds, while also dramatically improving the intelligence and automation capabilities of their outside plant,” said Jeff Heynen, Vice President of Broadband Access and Home Networking market research at Dell’Oro Group.
