Worldwide Network Security revenue approached $8 billion in 2Q 2026, driven by firewall modernization and expanding enterprise investment in AI-related security capabilities and controls. Learn more
Data center IT component revenue surged 182 percent in 2Q 2026, driven by soaring DRAM and storage prices and continued AI infrastructure investment worldwide. Learn more
Campus switch ASPs jumped 19 percent in 2Q 2026 as AI-driven component shortages increased costs, constrained availability, and helped drive positive market revenue growth. Learn more
North American operators bucked the global Broadband Access downturn, accelerating fiber and DOCSIS 4.0 upgrades while PON equipment spending continued its strong recovery.
AI back-end switch sales overtook front-end networks for the first time, while Ethernet strengthened its lead and 800 Gbps dominated shipments in 2Q 2026. Learn more
