Private Wireless RAN Revenues up ~40 Percent in 2023, According to Dell’Oro Group
|“Although public RAN is still fueling the lion’s share of the overall RAN capex and the overall investment levels are tracking below some of the initial projections provided by the vendors in the early part of the 5G enterprise hype cycle, the fact of the matter is that private wireless is now growing at a formidable pace,” said Stefan Pongratz, Vice President at Dell’Oro Group.
Campus NaaS and Public Cloud-Managed LAN Revenues to Exceed $12 B in 2028, According to Dell’Oro Group
|“Campus NaaS uses cloud-managed equipment to simplify LAN connectivity for enterprises,” said Siân Morgan, Wireless LAN Research Director at Dell’Oro Group. “CNaaS vendors are changing the way companies consume Wi-Fi in their network, and we expect this model of service to grow faster than the overall LAN market for the next five years…
Telecom Capex Declined in 2023 as Operators Scale Back on 5G, According to Dell’Oro Group
|“The fundamental challenges have not changed. Operators have a fixed capital intensity budget and capex is largely constrained by the revenue trajectory,” said Stefan Pongratz, Vice President and analyst with Dell’Oro Group
AI Server Explosion Drove Accelerator Revenues by 224 Percent in 2023, According to Dell’Oro Group
|NVIDIA Led Server and Storage Component Revenues in 2023 REDWOOD CITY, Calif. – March 22, 2024 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications,
Campus Switch Market Declines 4 Percent as Backlog Normalizes, According to Dell’Oro Group
|“The revenue decline is mostly reflective of a digestion cycle that seems to be affecting vendors, products, and speeds to varying degrees and on different timelines,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Put simply, customers that received their orders early and vendors that were faster in fulfilling their backlogs will be the first to enter the digestion cycle.
