
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 some form of vCMTS…
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A new survey from Dell’Oro Group finds that 100 percent of respondents have either deployed or are planning to deploy some form of vCMTS…

Total Fixed Wireless Access (FWA) revenues, including both RAN equipment and CPE revenue, remain on track to advance 35 percent in 2022, driven largely…

The telecom server market opportunity is projected to reach $14 B by 2026 according to a new “Telecom Server” report from Dell’Oro Group. Edge…

Data Center Physical Infrastructure (DCPI) revenues grew 9 percent year-over-year in 2Q 2022, driven by average selling price increases and marginal improvement in unit…

The U.S. cloud hyperscalers — Amazon, Google, Meta, and Microsoft — increased data center capex by 45 percent in 2Q 2022, propelling global data…

The high-level technology trends that have shaped the radio access network (RAN) capex cycles over the past 30-plus years are expected to play a…

Driven by the ramping of 400 Gbps interfaces, North America led the worldwide Service Provider (SP) Router and Aggregation Switch market with double-digit…

Total global revenue for the Broadband Access equipment market increased to $4.5 B in 2Q 2022, up 12 percent year-over-year (Y/Y), according to a…

Worldwide Campus Switch sales were up 5% in 2Q 2022, surpassing expectations of a low single-digit growth as vendors were able to circumvent some…

Global data center switch sales grew in excess of 20 percent in 2Q 2022, reaching an all-time high for the quarter as well as…

Demand for optical transport equipment remained strong in North America during 2Q 2022, according to a new report from Dell’Oro Group. In the quarter,…

The positive momentum that has characterized the Radio Access Network (RAN) market over the past four years is losing some steam, according to a…

Global cumulative Service Provider (SP) Router and Switch market revenues are projected to approach $76 billion by 2026, representing a 2 percent CAGR for…
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