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From CMLviz research:

Within this realm comes switches and routers. A market so utterly dominated by Cisco seven years ago

that it held fully 65% market share. But an odd thing happened starting in 2012, Cisco’s market share started dropping. Here is the quarterly share of the Ethernet switch market worldwide.

That oddity, it turns out was no oddity at all. It was very much on purpose — Spotlight Top Pick Arista launched, and it went from 0% (zero) market share, to now nearly 7%.

As good as that looks for Arista, and as bad as it looks for Cisco, it’s actually much more pronounced. The newer generations of switches and routers, the ones serving the “speed revolution,” have a much stronger tilt to Arista.

Here is a chart shared by Arista months ago for the share of dollars in the “high speed” data center switching market.

While the overall chart showed Arista with a 7% market share, in the market of the future, Arista is now at 16.4% market share. But there’s something else here. Look at the chart one more time…

Cisco is now under 50% market share. Yes, the once invincible giant is no longer holding the majority of the market. And yet further, if we look at by share of ports as opposed to share of dollars, Cisco is down to 43%.

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