650 Group: AI Networking Surges over 100% YoY
The Data Center AI Networking market is expected to grow to over $3 billion in 2023, according to a newly release report by 650 Group, which also reveals that sales...
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Analysis from top research firms
Dell’Oro: Optical transport equipment forecast increased
Optical Transport equipment demand is forecast to be $83 billion over the next five years. This cumulative revenue is up 10 percent compared to the previous five-year period and will...
Dell’Oro: RAN market to decline at a 1% CAGR
The Radio Access Network (RAN) market is done expanding for now and will enter a period of slow contractions, according to Dell'Oro Group. Following the 40 percent to 50 percent...
Dell’Oro: Mobile core network market growth slows
Dell’Oro Group trimmed its forecast for the mobile core network (MCN) market, citing slower subscriber growth. Worldwide MCN 5-year growth is now forecasted at a 1 percent compounded annual growth...
IDC: Worldwide public cloud services revenues topped $500B in 2022
Worldwide revenue for the public cloud services market totaled $545.8 billion in 2022, an increase of 22.9% over 2021, according to IDC’s Worldwide Semiannual Public Cloud Services Tracker. Software as...
Vertical Systems: Global Provider Carrier Managed SD-WAN LEADERBOARD
Vertical Systems Group announces that the following eight companies attained a position on the year end 2022 Global Provider Carrier Managed SD-WAN LEADERBOARD (in rank order based on site share...
Vertical Systems: 2022 U.S. Wavelength Services LEADERBOARD
Four companies achieved a position on Vertical Systems Group's 2022 U.S. Wavelength Services LEADERBOARD (in rank order based on billable circuit share): Lumen, Zayo, Verizon and AT&T. To qualify for...
Dell’Oro: Global data center CAPEX decelerates to 8% growth
Global data center capex decelerates to 8% year-over-year (Y/Y) growth in 1Q 2023 with softness emerging in the enterprise IT market, and with some of the hyperscalers entering a capex...
Dell’Oro: Data Center Physical Infrastructure market rises 18% yoy
Data Center Physical Infrastructure (DCPI) market revenue growth accelerated for the fifth consecutive quarter to 18 percent in 1Q 2023, according to a new report from Dell'Oro Group. This elevated...
Dell’Oro: Broadband equipment spending up 7% in 1Q
Total global revenue for the Broadband Access equipment market increased to $4.6 B in 1Q23, up 7 percent year-over-year (Y/Y), according to a new report from Dell'Oro Group. Spending on...
Dell’Oro: Hyperscale drives strong SP router demand in Q1
The worldwide Service Provider (SP) Router and Switch market saw extraordinarily strong growth in the 1Q 2023 fueled by hyperscalers and an unleashed component supply that allowed equipment vendors to...
Dell’Oro: Data center switch sales at record level
Global sales of data center switches witnessed an impressive growth of more than 20 percent in 1Q 2023, representing the fourth consecutive quarter of record-breaking revenue levels, according to a...
Dell’Oro: Open RAN and vRAN growth slowed in 1Q 2023
Revenue growth moderated in 1Q 2023 for both Open RAN and Virtualized RAN (vRAN), according to a recent report from Dell'Oro Group. “Since both Open RAN and vRAN are still...
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