Dell’Oro Group reports Ethernet accounted for two-thirds of AI back-end network switch sales in 1Q 2026, while 1600 Gbps opportunities emerge. Learn more
Dell’Oro Group forecasts Microsegmentation market growth accelerating as enterprises strengthen east-west security controls across hybrid cloud, Kubernetes, and private AI infrastructure.
Dell’Oro Group forecasts Optical Transport equipment revenue will surpass $18 billion in 2026, driven by AI data center build-outs and DCI demand. Learn more>>
Dell’Oro Group reports 5G MCN revenue grew double digits outside China in 1Q 2026, while China declined sharply after major 5G SA investments. Learn more>>
Worldwide RAN revenue rose modestly in 1Q 2026, but Dell’Oro Group says market fundamentals remain constrained by slower mobile broadband growth. Learn more
