Telecom operators are now scaling back their investments in 5G and fixed broadband technologies, according to a new report from Dell'Oro Group. Preliminary findings show that the more challenging conditions...
Private Wireless Radio Access Network (RAN) revenue growth slowed slightly in the second quarter on a year-over-year basis relative to the ~40 percent increase in 2023, according to a new...
Data center customers spent significantly on merchant-built server-class Ethernet NICs (including adapters, controllers, and LOMs) in calendar Q2 2024, with total market revenues increasing 40% year-over-year, according to a recent...
Point-to-point Microwave Transmission equipment revenue declined year-over-year for a fourth consecutive quarter due to a slowdown in 5G deployments, according to a new report from Dell'Oro Group. The decline was...
There was a glimmer of hope in the enterprise class Wireless LAN (WLAN) market as revenues increased Q/Q to $2.2 B, according to a new report from Dell’Oro Group. The...
Total global revenue for the Broadband Access equipment market decreased to $4.2 B in 2Q 2024, down 8 percent year-over-year (Y/Y), according to a recently published report from Dell’Oro Group....
The Optical Transport equipment market declined 19 percent year-over-year in 2Q 2024 due to an ongoing market correction caused by excess customer inventory, delays in new project starts in Asia Pacific,...
Spending on Service Provider Routers declined sharply in the second quarter of 2024, resulting in a 33 percent year-over-year decline in router equipment revenue, according to a new report from...
The Semiconductor Industry Association (SIA) has reported a strong performance in the global semiconductor market for the second quarter of 2024, with total sales reaching $149.9 billion. This marks an...
Dell'Oro Group raised it data center capex forecast to a 24 percent compound annual growth rate (CAGR) by 2028 as a result of surging demand in AI-related data center infrastructure....
A new report from Dell'Oro Group projects the Ethernet Adapter and Smart NIC market to exceed $16 billion by 2028. We raised our market outlook significantly because of strong requirements...
The worldwide network security market, including firewall, SSE, traditional SWG appliance, WAF, and ADC segments, is expected to grow to nearly $40 B by 2028, according to a new report...
Due to customers pausing purchases as they digest excess inventory, the Optical Transport market is forecasted to grow 2 percent on average for the next five years due to a...
A private dossier for networking and telecoms