
Dell’Oro: Cloud data center capex on a 20% growth pace
Cloud data center capex is forecast for over 20 percent growth year-over-year in the next four quarters, according to a new report from Dell’Oro…
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Cloud data center capex is forecast for over 20 percent growth year-over-year in the next four quarters, according to a new report from Dell’Oro…

SASE is expected to hit double-digit billion-dollar revenue by 2025, according to an updated report from Dell’Oro Group. “As enterprises pivot towards becoming cloud-first…

Global Data Center Switch revenue were up 7 percent year-over-year in 2Q 2021, marking the second consecutive quarter of revenue growth, according to a…

Total global revenue for the Broadband Access equipment market increased to $3.6 B in 2Q 2021, up 7 percent year-over-year (Y/Y). Growth came from…

The worldwide Campus Switch market revenue surged in 2Q 2021, growing 15 percent year-over-year, according to a new report from Dell’Oro Group. The last…

Dell’Oro Group’s Open RAN radio and baseband projections have been revised upward – total cumulative Open RAN revenues are now projected to approach $10…

The worldwide Service Provider Router and Switch market declined with a low single-digit revenue decrease in 2Q 2021, according to a new report from…

Disaggregated DWDM systems revenue outperformed the broader optical transport market in 2Q 2021, growing 36 percent year-over-year while the total WDM market was nearly…

Preliminary findings suggest the RAN market continued to operate at elevated levels in the second quarter, showing remarkable resilience in the face of various…

The Optical Transport market, largely driven by WDM equipment, is forecasted to increase in size annually for the next five years, reaching nearly $18…

The Mobile Core Network (MCN) to have an overall revenue compound annual growth rate (CAGR) of 3% from 2020 to 2025, according to Dell’Oro…

Cumulative worldwide radio access network (RAN) revenues are projected to approach a quarter trillion USD over the 2020 to 2025 forecast period to accommodate…

The overall telecom equipment market grew 15% year-over-year (Y/Y) in the first quarter, reflecting positive activity in multiple segments and regions, lighter comparisons, and…
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