Arista Networks increased its revenue share in the campus Ethernet switch market during the second quarter of 2026. Dell'Oro Group reported this. This marks Arista's second consecutive quarter of share growth in the segment. The company successfully navigated a challenging supply environment.
The overall campus switch market saw revenue growth. Average selling prices increased by 19% year-over-year. Dell'Oro attributes these price hikes to component shortages, especially memory. High demand for AI infrastructure intensified these shortages. Supply constraints are expected to persist well into 2027.
Vendors capable of managing supply chains, redesigning equipment, and calibrating price increases are outperforming the market, the research firm noted. Arista's performance places it among companies that successfully grew their year-over-year share in the quarter. Cisco, Ubiquiti, and Extreme Networks also achieved this growth.