HPE challenges Huawei’s university switch market share with addition of Juniper, according to Dell’Oro Group

Cisco Upgrade Opportunity Remains Attractive to Competitors

REDWOOD CITY, California., December 11, 2025 /PRNewswire/ — According to a recently released report by Dell’Oro Group, the trusted source of market information for the telecommunications, security, networking and data center industries, the addition of Juniper revenue leaves HPE in a head-to-head race with Huawei for second place in the campus switch market.

“The combined HPE-Juniper entity grew campus switch revenue above the market rate,” said Siân Morgan, research director at Dell’Oro Group. “HPE’s Q3 2025 campus switch revenue is virtually identical to Huawei’s, foreshadowing an intense battle in the coming quarters.

“Meanwhile, major vendors are eyeing the multibillion-dollar Cisco upgrade opportunity,” Morgan continued. “Cisco is doing a great job converting those deals, but there are still a significant number of ports available for…