Thirty years seems like a lifetime when it comes to Ethernet technology and the vast improvements, updates and ways it has changed every aspect of our personal and professional lives. Tam Dell’Oro has been researching the industry these past three … Continued


The latest Dell’Oro Group Telecom Capex 2H18 Report (former name is Carrier Economics report) supports the thesis the firm has communicated with its technology equipment forecasts, namely, there are reasons to be optimistic about the telecom sector. Following three years of declining … Continued


In March, I attended the 2019 Open Compute Project (OCP) Global Summit at the San Jose Convention Center. The event is growing with 3,600 participants this year, including a broad representation of vendors and end users who make up the … Continued


I wrote a blog published on Lightwave online – the primary focus is the data center interconnect market opportunity. Learn more about why the DCI is a matter from this exclusive blog I shared with Lightwave. Abstract: The infrastructure of … Continued


According to the Dell’Oro Group CBRS RAN 5-year January Forecast Report, short term delays will not impact the long-term demand for LTE and 5G NR CBRS solutions – the overall CBRS RAN market is expected to grow at a rapid pace … Continued


This blog post is a summary of RAN-related key takeaways from MWC 2019 Barcelona. For access to the full version, please contact daisy@delloro.com RAN Optimism The MWC event supported the premise we have communicated for some time that there are convincing … Continued



After spending a few days at OFC 2019, I sat down and read through the notes I took during each meeting at the conference and concluded that I have fewer pages of notes for this OFC than in the past … Continued



Huawei captured 29 percent share of the telecom equipment market, increasing its market share by 8 percentage points since 2013.    We just wrapped up the 2018 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. For … Continued