Ericsson: 5G subscriptions top one billion
According to updated figures just released by Ericsson, the number of active 5G subscriptions worldwide has topped 1 billion. Some 136 million 5G subscriptions were added globally between October and...
Research
Analysis from top research firms
Dell’Oro: SASE to exceed $60B 2022-2027
The modernization of networking and security for enterprise branches and hybrid workers is expected to drive the total SASE revenue to surpass $60 B between 2022 and 2027. The report...
Dell’Oro: Nokia and Samsung are on the rise in RAN
Preliminary findings from Dell'Oro show that the slower momentum that has characterized the broader 2G-5G Radio Access Network (RAN) market since 4Q 2021 extended to 4Q 2022, with four out...
Dell’Oro: Global data center capex to hit $400B by 2027
Global data center capex is on track to reach $400 billion by 2027, according to a recently published report from Dell'Oro Group. “While the cloud hyperscalers will account for half...
Dell’Oro: Campus switch sales to approach $100B over 4 years
Nearly $100 billion will be spent on campus switches over the next five years, according to Dell'Oro Group, which is now forecasting a “digestion period” in 2024, followed by a...
Dell’Oro: Private Wireless projections revised downward again
Private wireless is not materializing as fast as initially expected, leading Dell'Oro Group to again revise its projections downward. This time the primary source is the traditional wide-area private wireless...
Dell’Oro: Data Center infrastructure spend to the $35B in 2027
Data center physical infrastructure (DCPI) revenues are forecast to grow at an 8 percent compound annual growth rate (CAGR) from 2022 to 2027, to above $35 billion, according to a...
Dell’Oro: Service Provider router growth through 2027
The Service Provider (SP) Router and Switch market is projected to expand through 2027, with market revenues growing at a 2 percent compounded annual growth rate (CAGR) from 2022 to...
Dell’Oro: Sustained broadband spending through 2027
Sales of PON equipment for fiber-to-the-home deployments, cable broadband access equipment, and fixed wireless CPE will all increase from 2022 to 2027, as service providers continue to expand their fiber...
Dell’Oro increases forecast for O-RAN revenues
Citing stronger-than-expected O-RAN progress in North America, Dell'Oro Group is revising upwards it revenue forecast. Open RAN is now projected to account for 15 percent to 20 percent of global...
Dell’Oro: Optical transport gear sales to grow at 3% CAGR through ’27
Optical Transport equipment demand is forecast to increase at a 3 percent compounded annual growth rate (CAGR) for the next five years, reaching $17 billion by 2027, according to a...
Gartner predicts 2.4% growth in global IT spending this year
Worldwide IT spending is projected to total $4.5 trillion in 2023, an increase of 2.4% from 2022, according to the latest forecast by Gartner, Inc. This is down from the...
Dell’Oro’s Mobile RAN 5-Year Forecast
After four years of extraordinary growth that propelled the radio access network (RAN) market to reach new record levels, the RAN market is now transitioning from the expansion phase to...
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