Dell’Oro: Double-Digit growth in N America’s Service Provider router market
Growth in North America and the Caribbean and Latin America (CALA) regions continued accelerating in 3Q 2022 leading the worldwide ...
In Focus: Dell’Oro
Dell’Oro: Ethernet adapter market tops $1B for 3rd consecutive quarter
The Ethernet controller and adapter market surpassed $1 billion for the third consecutive quarter, according to a recently published report ...
Dell’Oro: Open RAN beats expectations again in 3Q 2022
The Open RAN train continues to move forward and accelerate at a faster pace than expected, according to a recently ...
Dell’Oro: Mobile core market declines in 3Q 2022
The Mobile Core Networks (MCN) and Multi-access Edge Computing (MEC) market revenue growth declined year-over-year (Y/Y) once more in 3Q ...
Dell’Oro: Optical transport market declined 6% in 3Q
Optical transport equipment revenue declined 6 percent year-over-year in the third quarter of 2022, according to a recently published report ...
Dell’Oro: RAN declines again in 3Q
Preliminary findings suggest the slower momentum that characterized the Radio Access Network (RAN) market in the first half of 2022 ...
Dell’Oro: Global cable operators committed to virtualization
A new survey from Dell'Oro Group finds that 100 percent of respondents have either deployed or are planning to deploy ...
Dell’Oro: Fixed wireless access equipment market continues growth
Total Fixed Wireless Access (FWA) revenues, including both RAN equipment and CPE revenue, remain on track to advance 35 percent ...
Dell’Oro: Edge Data Center Forecast
The telecom server market opportunity is projected to reach $14 B by 2026 according to a new “Telecom Server” report ...
Dell’Oro: Data Center Physical Infrastructure spending up 9%
Data Center Physical Infrastructure (DCPI) revenues grew 9 percent year-over-year in 2Q 2022, driven by average selling price increases and ...
Dell’Oro: Hyperscalers increased data center CAPEX by 45% in Q2
The U.S. cloud hyperscalers — Amazon, Google, Meta, and Microsoft — increased data center capex by 45 percent in 2Q ...
Dell’Oro: Overall RAN market to top $45 B by 2030
The high-level technology trends that have shaped the radio access network (RAN) capex cycles over the past 30-plus years are ...
Dell’Oro: 400G drives North American SP router market
Driven by the ramping of 400 Gbps interfaces, North America led the worldwide Service Provider (SP) Router and Aggregation Switch ...
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