Data Center Switch Market Doubled in Three Years, Hits Record 3Q 2025, According to Dell'Oro Group [Yahoo! Finance]
Celestica, Inc. (CLS)
Last celestica, inc. earnings: 4/29 07:00 am
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Source: Yahoo! Finance
Dec. 16, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, total Ethernet data center switch sales soared to a record high in 3Q25, with quarterly revenue more than doubling from three years ago to exceed $8 B—an exceptional performance given the sheer size of the market. Accton, Celestica, and NVIDIA captured highest share, while Arista continues to lead the overall Ethernet data center switch market. "While the surge in Ethernet switch sales was primarily fueled by accelerated adoption in AI back-end networks, front-end network sales were also strong, driven by the additional capacity needed to support the expanding back-end," said Sameh Boujelbene, Vice President at Dell'Oro Group. "Vendors with a higher percentage of sales share of sales driven by back-end networks outperformed the overall market and gained significant share dur
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