Dell'Oro and IDC: Enterprise Networking Revenue Grows 15% Year Over Year
Dell'Oro reports worldwide enterprise networking revenue grew 15% YoY in H1 2026, while IDC identifies networking as the fastest-growing category in enterprise AI infrastructure spending. In Q2 2026, campus switch port shipments fell 5% and average selling prices rose 19%, driven by DDR4 memory shortages.
Key points
- All five major enterprise networking segments posted double-digit revenue growth in H1 2026, with acceleration in Q2.
- IDC forecasts $623 billion in enterprise AI infrastructure spending in 2026, up 31% from 2025, with networking as the fastest-growing category.
- In Q2 2026, campus switch port shipments fell 5% while ASPs rose 19%, driven largely by DDR4 memory shortages tightening component supply.
What it means for Iran
DDR4 shortages and a 19% ASP increase in campus switching signal rising costs for Iranian buyers sourcing through intermediary channels.
- Pricing and lead time: DDR4 is used in many switches and servers; the shortage will push channel prices higher and may add multi‑month lead times for deliveries to Iran.
- Operational readiness: Rosenberg’s comment that “ambition outpaces readiness” means organizations should budget for security, management and operations in addition to hardware.
Recommendation: Compare current channel quotes with those from a few months ago and, if budget permits, place orders promptly to avoid further price hikes.
Summary and analysis drafted with AI assistance and reviewed by Rayan Parseh; full story at the original source.
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