HPE, Juniper enterprise WLAN revenue benefits from new Wi-Fi standards: IDC

Hewlett Packard Enterprise (NYSE:HPE) and Juniper Networks (NYSE:JNPR) are benefiting from rising global demand in the wireless local area network, or WLAN, market, according to data from the IDC’s Worldwide Quarterly WLAN Tracker.

HPE Aruba Networking revenues grew 10.7% year over year in the first quarter of 2025 to reach $363.9M, giving the company a market share of 15.9%, according to IDC data. Juniper’s (NYSE:JNPR) enterprise WLAN revenues increased 21.9% year over year to total $120.9M, giving the company market share of 5.3%.

Cisco Systems’ (NASDAQ:CSCO) enterprise WLAN revenues rose 4.6% to reach $904.5M, giving the company market share of 39.5%. However, Huawei’s enterprise WLAN revenues declined 10.7% to $124.1M, giving the company a market share of 5.4%.

The IDC said the latest Wi-Fi standards are helping propel growth in the WLAN market. For example, Wi-Fi 6E, which enables Wi-Fi to utilize the 6GHz band of unlicensed spectrum, accounted for 32% of dependent access point market segment revenues in 1Q25. Wi-Fi 7 adoption increased in the first quarter as well, making up 11.8% of the dependent AP segment’s revenues in 1Q25.

“The Enterprise WLAN markets continues to reset after a volatile period of annualized growth rates, driven by complex supply chain disruptions and inventory management issues impacting both vendors and end users,” says Brandon Butler, senior research manager of Enterprise Networks at IDC. “The fundamentals of the enterprise WLAN market remain strong, however, with exciting innovations such as 6GHz Wi-Fi and AI-powered management capabilities continuing to power the next-generation of wireless connectivity.”

HPE is in the process of acquiring Juniper, a transaction it hopes to close by the end of this year. However, the U.S. Department of Justice contends the deal is anticompetitive, and a bench trial on the matter is slated to begin on July 9. The deal seemed on track before the DOJ complaint, as every country besides the U.S. had cleared the transaction.