Campus Switch Revenue Plummeted in 1Q 2020, According to Dell'Oro Group

Broad-Based Decline across All Major Vendors: Cisco, Huawei, H3C, Juniper Except HPE Aruba

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Jun 15, 2020, 08:00 ET

REDWOOD CITY, Calif., June 15, 2020 /PRNewswire/ -- According to a recent report by Dell'Oro Group, the trusted source for information about the telecommunications, networks, and data center IT industries, the worldwide Campus Switch revenue recorded its first decline in six years, dropping 6 percent year-over-year in 1Q 2020. The softness was broad-based across all major vendors, namely Cisco, Huawei, H3C and Juniper. Meanwhile, HPE Aruba's revenue rebounded during the quarter, driven by changes in its sales leadership and go-to-market strategies.

"As the COVID-19 pandemic started to spread in Asia, Europe and then North and South America, it impacted demand for campus switches," said Sameh Boujelbene, Senior Director at Dell'Oro Group. "Because of macroeconomic uncertainties, many customers are pausing IT spending and, in some cases, canceling orders as they revisit their budget to adjust to the new situation. The decline was broad-based across all regions but was less pronounced in North America, which very much reflected the journey of the pandemic," added Boujelbene.

Additional highlights from the 1Q 2020 Ethernet Switch – Campus Report:

The revenue decline was mostly driven by demand issues, while supply challenges may become more pronounced in 2Q 2020.
We expect revenue in the market to decline double-digit in 2020, in line with the prior two recessions.

About the Report
The Dell'Oro Group Ethernet Switch – Campus Quarterly Report offers a detailed view of Ethernet switches built and optimized for deployment outside the data center, for the purpose of connecting users and things to the Local Area Networks. The report contains in-depth market and vendor-level information on manufacturers' revenue, ports shipped and average selling prices for both Modular and Fixed, and Fixed Managed and Unmanaged Ethernet Switches (100, 1000 Mbps, 2.5, 5, 10, 25, 40, 50, 100, 200, and 400 Gbps), plus regional breakouts. To purchase these reports, please contact us by email at [email protected].

About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.delloro.com.

SOURCE Dell'Oro Group