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.
5G Mobile Core Surges 31 Percent in 2Q 2025, According to Dell’Oro Group
|“With the strong growth we have now seen in the first two quarters of the year, we are doubling the growth rate for 2025 to 10 percent Y/Y,” stated Dave Bolan, Research Director at Dell’Oro Group. “Factors contributing to the growth of 5G MCNs are increasing 5G Standalone (5G SA) subscribers and more 5G SA launches by mobile network operators (MNOs)… more
