Broadband Access Equipment Revenue Declines 8 Percent Due to Soft China Market While EMEA Shines, According to Dell’Oro Group
|“Despite a high level of uncertainty about the global macroeconomic environment, broadband service providers in North America and EMEA continue to move forward with their fiber expansion plans, as evidenced by solid purchases of new OLT ports in both regions this quarter,” said Jeff Heynen, Vice President with Dell’Oro Group.
AI Boom Propels Server and Storage Components to 62 Percent Growth in 1Q 2025, According to Dell’Oro Group
|Single-Vendor SASE Platforms Propel Revenue to $2.6 B in 1Q 2025, Up 17 Percent Y/Y, According to Dell’Oro Group
|AI Investments Shield Ethernet Data Center Switch Market from Tariff Disruptions, Shattering Sales Records, According to Dell’Oro Group
|WLAN Market Bounces Back to Double-Digit Growth, According to Dell’Oro Group
|“This is the first quarter that all major vendors sold enterprise class Wi-Fi 7,” said Siân Morgan, Research Director at Dell’Oro Group. “Some manufacturers have been dealing with large inventories of Wi-Fi 6E, and have been prioritizing shipments of the older technology, which still has strong adoption. Now we’re coming to the end of Wi-Fi 6E growth phase, the market will shift over to Wi-Fi 7 in larger numbers.”
