Dell'Oro Group reports significant market growth in WLAN, SASE, and Data Center sectors for Q2 2025. - September 2025
The recent reports from Dell'Oro Group indicate notable developments across multiple sectors, including Wireless Local Area Network (WLAN), Secure Access Service Edge (SASE), and Data Center markets. The WLAN market report highlights a 16% year-over-year revenue growth in Q2 2025, with Cisco's pricing strategy for 802.11be (Wi-Fi 7) access points playing a significant role. This growth suggests a recovery in the WLAN sector, particularly in North America where increases exceeded 20%.
In the SASE market, Dell'Oro Group recorded a 22% year-over-year revenue increase, reaching $2.7 billion in Q2 2025. This growth is attributed to a transition toward integrated Software-Defined Wide Area Network (WAN) (SD-WAN) and Security Services Edge (SSE) solutions, reflecting evolving enterprise networking strategies. Market leaders like Cisco and Palo Alto Networks reported substantial revenue increases, contributing to this sector's expansion.
Additionally, the Data Center Physical Infrastructure market experienced an 18% year-over-year growth in Q2 2025, driven by demand for AI-related technologies and the adoption of advanced cooling solutions like Direct Liquid Cooling (DLC). North America led this market's expansion, highlighting the influence of hyperscalers and colocation providers. These reports reflect ongoing shifts in technology adoption and investment strategies relevant to IT decision-makers.
- 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 (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 Artificial Intelligence (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
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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
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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 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
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