Research

The demand for high-speed datacom optical modules has surged, with shipments of 400G and 800G units exceeding 20 million in 2024, totaling over $9 billion in revenue, according to Cignal...

Ongoing investments in AI infrastructure fueled a 82 percent increase in hyperscale data center capex in 3Q 2024, according to a new report from Dell’Oro Group. Additionally, the general-purpose server...

Revenue for accelerators, consisting of GPUs and custom accelerators, increased by 130 percent in 3Q 2024, according to a new report from Dell’Oro Group. The US hyperscalers―Amazon, Google, Meta, and...

The global Network Security market eclipsed over $6 B in 3Q 2024, growing 8 percent year-over-year (Y/Y) according to a new report from Dell’Oro Group. For the first time in...

Enterprise class Wireless LAN (WLAN) revenues increased Q/Q for the second time in a row, reaching $2.3 B in 3Q 2024.  The adoption of Wi-Fi 7 continued its ascent, with...

Total global revenue for the Broadband Access equipment market increased to $4.6 B in 3Q 2024, up 1 percent Q/Q and 5 percent year-over-year (Y/Y), according to a new report from Dell'Oro...

Cloudflare (NYSE: NET), the leading connectivity cloud company, has released its fifth annual Year in Review report, highlighting key trends and security insights shaping the Internet in 2024. This year’s report sheds...

After two quarters of decline, the branded data center Ethernet switch market rebounded strongly in Q3 2024, achieving a 7% year-over-year increase in total revenues, the highest quarterly level on...

 The Optical Transport equipment market declined 18 percent year-over-year in 3Q 2024 due to reduced global demand, according to a new report from Dell'Oro Group. Revenue contribution was down year-over-year...

ChatGPT The Ericsson Mobility Report for November 2024 offers a comprehensive forecast on the future of mobile networks, highlighting the rapid growth of 5G technology and its global impact. The report projects that by 2030, 5G will...

The 3Q 2024 Mobile Core Network (MCN) market continued its rollercoaster ride–up 12 percent year-over-year (Y/Y) in 3Q 2024 after being down 15 percent Y/Y the previous quarter, according to...

High End Router equipment revenue declined for a fifth consecutive quarter in 3Q 2024, according to a new report from Dell'Oro Group. Nokia was the only manufacturer to post higher...

Following a 40 to 50 percent revenue growth between 2017 and 2021, the RAN market is now facing a second consecutive year of steep declines, according to a new 6G...