Here’s what the enterprise networking vendor map looks like in March 2026:
| Segment | Cisco | HPE-Juniper | Arista | Palo Alto |
|---|---|---|---|---|
| Campus/Branch | Catalyst + Meraki | Aruba + Mist AI | Limited | N/A |
| Data Center Fabric | Nexus + ACI | QFX + EVPN | CloudEOS + 7800 | N/A |
| Routing (SP/Enterprise) | IOS-XR + ASR | MX + PTX + SRX | N/A | N/A |
| Security (Network) | Firepower + ISE | SRX + Aruba NAC | N/A | NGFW + Prisma |
| AI Fabric | Silicon One | PTX12000 | Etherlink | N/A |
| AIOps/Management | DNA Center + ThousandEyes | Mist AI + Aruba Central | CloudVision | N/A |
HPE-Juniper is the only vendor besides Cisco that has checkmarks across every column. That’s the strategic significance of this deal, and it’s what makes the financial results so noteworthy.
