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:
Dell’Oro Group’s 3Q25 report shows Ethernet dominating AI back-end switch sales, outpacing InfiniBand, with hyperscalers driving widespread 800G adoption and shaping the data center landscape. Learn more:
Global Network Security revenue exceeded $6B in 3Q 2025, driven by strong SSE and WAF momentum, highlighting the accelerating shift toward cloud-native security architectures. Learn more:
