Dell’Oro: North America Leads with 26% Y/Y Growth
The worldwide Data Center Physical Infrastructure (DCPI) market grew 18 percent year-over-year in 3Q 2025 in manufacturer revenue. Momentum remained ...
In Focus: Dell’Oro
Dell’Oro: AI Back-End Networks Continue Shift to Ethernet
Ethernet accounted for more than two-thirds of data center switch sales in AI back-end networks both during the quarter and ...
Dell’Oro: Optical Transport Systems Market Up 15% YoY
The Optical Transport Systems market increased by 15% year-over-year (Y/Y) in 3Q2025, driven by robust demand across all major customer ...
Dell’Oro: RAN Mostly Stable in 3Q 2025
Preliminary findings reveal that market conditions continued to stabilize in the third quarter, according to a new report from Dell'Oro ...
Dell’Oro: 6G Capex Ramp to Begin Around 2030
Dell’Oro Group forecasts that the global Radio Access Network (RAN) market will remain largely flat over the next decade, with ...
Dell’Oro: AIOps Features Drive Cloud-Managed Revenue Higher
Campus NaaS (CNaaS) revenue growth far outpaced the rest of the LAN market, according to a new report from Dell'Oro ...
Dell’Oro: Record Sales for Front-end Data Center Networks
Data Center Switch sales in front-end networks grew by strong double digits in 2Q 2025, reaching a record high, according ...
Dell’Oro: Broadband Access Equipment Market up 7 Percent Q/Q
DOCSIS Infrastructure and CPE Spending at Its Lowest Level Since 2009 Total global revenue for the Broadband Access equipment market ...
Dell’Oro: InfiniBand Sales Surge in Q2, But Ethernet Holds Lead
InfiniBand switch sales in AI back-end networks surged in 2Q 2025, according to a new report from Dell’Oro Group. Nevertheless, ...
Dell’Oro: Increased Spending as Operators Prepare for DOCSIS 4.0
Total 2025 Cable Outside Plant Equipment revenues are expected to increase 86 percent year-over-year (Y/Y), driven largely by a surge ...
Dell’Oro: RAN Market Grows Outside of China in 2Q25
Preliminary findings reveal that market conditions for radio access network (RAN) equipment continued to stabilize in the quarter, according to ...
Dell’Oro: Optical Transport Market Up 14% in 2Q 2025
The Optical Transport equipment market grew 14 percent year-over-year in 2Q 2025, according to a new report from Dell'Oro Group. ...
Dell’Oro: Data Center Physical Infrastructure Market to Hit $63.1B by 2029
The worldwide Data Center Physical Infrastructure (DCPI) market is projected to grow at a 15 percent CAGR from 2024 to ...
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