Dell'Oro Group reports growth in WLAN, SASE, and Data Center markets - September 2025
The latest reports from Dell'Oro Group provide insights into various sectors relevant to enterprise infrastructure and technology investments. Notably, the Wireless Local Area Network (WLAN) market experienced a 16% year-over-year revenue increase in Q2 2025, attributed to Cisco's competitive pricing strategy for 802.11be (Wi-Fi 7) access points. This trend indicates a recovery in the market and highlights evolving demands in wireless technologies.
Furthermore, the Secure Access Service Edge (SASE) segment achieved a 22% increase in revenue, reaching $2.7 billion. The growth reflects a clear shift towards integrated networking and security solutions, with significant contributions from Cisco and Palo Alto Networks. The adoption of AI-ready branch architectures is a key driver behind this growth, indicating a focus on modernization in enterprise networking frameworks.
In the Data Center Physical Infrastructure market, a substantial 18% growth year-over-year was reported, primarily due to advancements driven by Artificial Intelligence (AI) technologies. The rise in adoption of Direct Liquid Cooling (DLC) solutions showcases changing infrastructure requirements while also indicating the need for greater capacity in data centers. These developments are crucial for IT decision-makers seeking to align their strategies with emerging technological trends.
- Dell’Oro Group highlights 16% growth in WLAN market
Cisco's pricing strategy for Wi-Fi 7 access points has contributed to second-quarter WLAN market growth, according to Dell’Oro Group. - Dell'Oro Group Reports 22% Increase in Q2 2025 SASE Revenue
Cisco saw a 52% revenue increase in Software-Defined Wide Area Network (WAN) (SD-WAN) due to shifts from legacy routers, solidifying its position as market leader. - Data Center Physical Infrastructure Grows 18 Percent Y/Y in Q2 2025, Reports Dell’Oro Group
Data Center Physical Infrastructure market grew 18% Y/Y in Q2 2025, driven by AI demand, according to Dell'Oro Group. - Broadband access equipment revenue rises 7% as fiber and fixed wireless services attract subscribers, Dell’Oro reports.
5G Customer Premises Equipment (CPE) spending sets record high as operators expand in various markets, amid decreased Data over Cable Service Interface Specifications (DOCSIS) infrastructure investment. - Broadband access equipment revenue rises 7% as fiber and fixed wireless services attract subscribers, Dell’Oro reports.
5G CPE spending sets record high as operators expand in various markets, amid decreased DOCSIS infrastructure investment. - Data Center Physical Infrastructure market grows 18% year-over-year in Q2 2025, says Dell’Oro Group
Data Center Physical Infrastructure market grew 18% year-over-year in Q2 2025, driven by AI demand, according to Dell'Oro Group. - AI Infrastructure Demand Boosts Server Market by 44% in Q2 2025, Dell’Oro Group Reports
ARM CPUs gain market share in servers, contributing to a projected 46% market growth in 2025 as per Dell’Oro Group. - Dell’Oro Group Projects Telecom Capital Expenditure (CAPEX) Stabilization
Dell’Oro Group forecasts telecom capital intensity to approach 15 percent by 2029, stabilizing after recent reductions. - Dell'Oro Group Highlights Stability in Telecom CAPEX
Dell’Oro Group forecasts telecom capital intensity to approach 15 percent by 2029, stabilizing after recent reductions. - AI infrastructure demand boosts server market by 44% in Q2 2025, Dell’Oro Group reports.
AI infrastructure demand leads to 44% growth in server market during Q2 2025, according to Dell'Oro Group. - CIOs and CISOs encouraged to evolve into business leadership roles
Amidst digital transformation, technology leaders need to align IT strategies with business outcomes to ensure effective governance. - SASE revenue rises 22% to $2.7 billion in Q2 2025
Aviz Networks emphasizes AI-driven solutions to enhance enterprise networking. - Dell’Oro Group Reports 76 Percent Rise in Server Spending
Accelerated server spending increased 76 percent, fueled by NVIDIA Blackwell Ultra platforms and custom builds from Google and Amazon. - Dell’Oro examines competitive landscape of Coolant Distribution Unit (CDU) market fueled by AI workloads.
Dell’Oro's latest research shows a surge in the DLC market, with projected growth nearing $6 billion by 2029. - Dell’Oro Group Reports 8 Percent Growth in Network Security Revenue in Q2 2025
Cloud-delivered network security controls expected to grow 20% in 2025, while hardware appliances decline by 2%. - SASE revenue rises 22% to $2.7 billion in Q2 2025, Dell’Oro Group reports
Access Router market declined by 15%, but combined networking revenue saw a 13% rise, indicating strategic shifts in networking. - SASE revenue rises 22% to $2.7 billion in Q2 2025, Dell’Oro Group reports
Access Router market dropped 15% while branch networking revenue grew 13%, marking a notable shift in network strategy. - Dell'Oro Group Reports 22% Increase in Q2 2025 SASE Revenue
Cisco saw a 52% revenue increase in Software-Defined Wide Area Network (SD-WAN) due to shifts from legacy routers, solidifying its position as market leader. - Dell’Oro Group Reports 16% Growth in WLAN Market
Cisco's pricing strategy for Wi-Fi 7 access points has contributed to second-quarter WLAN market growth, according to Dell’Oro Group. - Dell’Oro report indicates Ethernet sales growth in AI back-end networks
Celestica, NVIDIA, and Arista Networks led Ethernet sales in 2Q 2025, together making up two-thirds of the overall market.