In Focus: Dell’Oro

The rapid build-out of AI infrastructure is reshaping the optical transport market, with a growing emphasis on ZR+ coherent pluggable ...

The global Secure Access Service Edge (SASE) market grew 21 percent year-over-year (Y/Y) in 3Q 2025 to nearly $3 B, ...

The Broadband Access Equipment market is forecasted to grow at an average annual rate of 1.6 percent from 2024 to ...

AI RAN is projected to account for approximately a third of the RAN market by 2029, according to a new ...

Preliminary findings reveal that after two years of steep declines, market conditions improved in the quarter, according to a new ...

Point-to-point Microwave Transmission equipment revenue grew 7 percent year-over-year in 4Q 2024, according to a new report from Dell’Oro Group. ...

Ongoing investments in AI infrastructure fueled a 82 percent increase in hyperscale data center capex in 3Q 2024, according to ...

Dell'Oro Group raised it data center capex forecast  to a 24 percent compound annual growth rate (CAGR) by 2028 as ...

The Secure Access Service Edge (SASE) market experienced a remarkable 23 percent revenue growth in 1Q 2024, marking its seventeenth ...

Discover the future of Network as a Service (NaaS) with Mauricio Sanchez from Dell'Oro Group. Learn about its definition, role, ...