“Enterprises are voting with their wallets: cloud security is no longer a bolt-on—it is the control plane,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “The $32 B Google-Wiz acquisition crystallizes that reality and signals an arms race to own CNAPP’s data graph.

Dell’Oro Group’s Virtual Broadband Network Gateway Advanced Research Report offers 5-year market forecast, for total vBNG deployments by operator type—Tier 1 telcos, Tier 2/3 telcos, and cable MSOs, covering both global and regional markets.

“With some of the larger fiber and 5G builds now in the past, the different risk profiles across the carrier spectrum become more pronounced,” said Stefan Pongratz, Vice President of RAN and Telecom Capex research at Dell’Oro Group.

“Private wireless is currently one of the more exciting RAN segments, partly because of the more favorable growth trajectory compared to the broader RAN market,” said Stefan Pongratz, Vice President at Dell’Oro Group.