According to a recently published report from Dell’Oro Group, a surge in port shipments drove the Campus Switch market to double-digit revenue growth, despite a challenging pricing environment.

“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.

“Part of the increase in market demand is down to Wi-Fi 7.  All the enterprise class Wi-Fi 7 APs on the market connect at higher speeds than 1 Gbps,” added Morgan.  “In 2Q 2025, there was a huge step up in the share of APs that need multi-gig ports.  This is translating to renewals on the Campus Switch side.”

Additional highlights from the 2Q 2025 Campus Ethernet Switch Report:

• A large installed base of end-of-support Cisco switches presents a revenue opportunity for vendors
• Port prices declined for the sixth quarter in a row, despite a 35 percent increase in multi-gig port shipments
• Revenue expanded in all macro-regions, except China
• A flurry of acquisitions in the Enterprise IT space is creating a dynamic market, ripe for vendor share shifts.

About the Reports

The Dell’Oro Group Campus Ethernet Switch Quarterly Report analyzes Ethernet switches built for LAN access and aggregation across access, distribution and core layers. The report tracks vendor performance, highlighting revenue, port shipments and average selling prices across modular, fixed managed and unmanaged switches at speeds from 100 Mbps to 400 Gbps. It provides insights into Power over Ethernet trends, smart/web-managed port shipments, and sales by vertical industries and customer size. Regional coverage spans North America, EMEA, China, Asia Pacific excluding China and CALA.