Arista edges past cisco for first time in 4Q 2023. #pressrelease

March 4, 2024

1 Min Read

REDWOOD CITY, Calif. – 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, spending from Cloud Service Providers (SPs) on Ethernet data center switches declined for the first time in three years. Additionally, of particular significance this quarter, Arista achieved a milestone by securing the top revenue position in the Ethernet data center switch market for the first time ever, closely rivaling Cisco.

Additional highlights from the 4Q 2023 Ethernet Switch – Data Center Report:

  • Revenue growth exhibited a mixed pattern across regions. North America and APAC outside of China experienced a downturn, largely attributed to challenging year-over-year comparisons, indicating the onset of a digestion cycle in these regions. Conversely, EMEA maintained growth, albeit with a notable deceleration compared to the preceding three quarters. China saw a surge in revenue following four consecutive quarters of sluggish growth.

  • Shipments of 200 Gbps, 400 Gbps, and 800 Gbps switches constituted just over 20 percent of total port shipments in 2023. We expect 400 Gbps and 800 Gbps adoption to accelerate in 2024 and 2025, as some of the AI workloads will start favoring Ethernet. We discuss the potential future adoption of Ethernet in AI infrastructure in our recently published "AI Network for AI workload" report.

Read the full press release here.
Dell'Oro

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