“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.

“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 has kept its average Wi-Fi 7 AP price significantly below the price of Wi-Fi 6E when it was first introduced. This was a catalyst for adoption in the second quarter, encouraging the market transition to the latest Wi-Fi standard,” said Siân Morgan, Research Director at Dell’Oro Group.