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Arista Networks (ANET) Gains Campus Switch Share Despite Supply Constraints
Arista Networks (NYSE: ANET) gained campus switch revenue share in the latest Dell'Oro Group report despite industry supply constraints.
The research firm cited switch refresh cycles, public cloud demand and security-focused deployments as key drivers for campus switch spending.
Vendors, including Arista, lifted average selling prices for campus switches while working through ongoing component shortages and extended lead times.
Arista's campus switch share gains, along with higher pricing...