Research

The 5G surge in RAN revenues is now a distant memory as global RAN revenues witness steep declines. Find out more in the Dell'Oro Group analysis.

"Overall, IDC expects the total semiconductor industry to decline by 12% in 2023, which is an improvement from our September outlook. Revenues will continue to recover gradually and accelerate in...

Dell’Oro Group has lowered its forecast for the telecom server market relative to its October 2022 report due to a few factors, including economic headwinds leading to reduced spending on...

After growing at a 2% CAGR in the 4G era, global RAN revenues are projected to increase at a 1% CAGR  between 2020 and 2030. The base case scenario is...

Thanks to AI, ML, extended reality (XR), digital twins, automation, and billions of new devices, traffic on global telecom networks will grow at a CAGR of 22% - 25% for...

Dell'Oro Group is forecasting that coherent optical transceiver shipments will grow at a 17 percent compounded annual growth rate (CAGR) for the next five years. Additionally, the Coherent Optics market...

Revenues for the merchant-built Ethernet smartNIC market, which includes Data Processing Units (DPUs) and Infrastructure Process Units (IPUs), more than tripled year-over-year in the first half of calendar-year 2023, according...

FCC Chairwoman Jessica Rosenworcel is calling for a restoration of FCC oversight of broadband services, similar to its authority over voice communication.  Specifically, in the interest of national security and...

Cisco tops Vertical Systems Group’ first U.S. SD-WAN Technology LEADERBOARD, which ranks Technology Suppliers based on share of total Carrier Managed SD-WAN sites in the U.S. powered by their SD-WAN...

The worldwide Ethernet switch market grew revenues 38.4% year-over-year in the second quarter of 2023 (2Q23) to $11.8 billion, according to a newly published report from IDC. Meanwhile, the total...

Total global revenue for the Broadband Access equipment market decreased to $4.7 B in 2Q23, down 3 percent year-over-year (Y/Y), according to a recently published report from Dell'Oro Group,. Outside of North America,...

There are several waves of technology innovation ready to hit the fiber broadband market. Jeff Heynen, Vice President from Dell'Oro Group, provides insightful analysis: - The rapid innovation and deployment...

Metro WDM equipment spending will soon be disrupted by a transition to pluggable optics used in routers, according to the recent Impact of IPoDWDM report from Cignal AI. IPoDWDM is...