Security Budgets Lock onto Cloud Delivered Edges and Next Gen SIEM
Mauricio Sanchez shares Dell’Oro Group’s 2026 predictions for the Network Security, SASE and SD-WAN markets, with key trends and market shifts shaping the year ahead.
Beyond the Bubble Talk: What 2026 Really Holds for Data Center Physical Infrastructure
Alex Cordovil shares Dell’Oro Group’s 2026 predictions for the DCPI, Liquid Cooling, High-density Power market, with key trends and market shifts shaping the year ahead.
RAN in 2026
Stefan Pongratz shares Dell’Oro Group’s 2026 predictions for the RAN market, highlighting key trends and market shifts shaping the year ahead.
The 2026 Broadband Pivot: Why “Better” Beats “Bigger”
Jeff Heynen shares Dell’Oro Group’s 2026 predictions for the Broadband market, highlighting key trends and market shifts shaping the year ahead.
Nokia and NVIDIA Take on RAN
In this analysis, Dell’Oro Group’s Stefan Pongratz unpacks Nokia’s $1B NVIDIA partnership, examining GPU-enabled RAN plans, TCO targets, and how this move could reshape vendor dynamics heading into the AI and 6G era. Read the full analysis
Spaghetti Charts Untangled: Making Sense of AI Buildout Announcements
This analysis breaks down today’s AI data center hype, revealing how overlapping announcements, inflated gigawatt claims, and power constraints distort the true growth picture—and what capacity is genuinely on the way. Learn more
Beyond the GPU Arms Race — The Potential Role of OXC in Building Next Gen AI Infrastructure
AI clusters demand new interconnect architectures. Dell’Oro analysts Sameh Boujelbene and Jimmy Yu assess OCS as a proven, power-efficient option for large-scale AI networks. Read full analysis.
From Beetlejuice to KPop Demon Hunters – Can CNaaS Follow This Trajectory?
In Part 3 of Dell’Oro Group’s CNaaS blog series, Research Director Siân Morgan examines how subscription-based LAN models are transforming enterprise networking—shifting from capex to opex—and why CNaaS could exceed 10% of the Public Cloud-Managed LAN market by 2029.
What CNaaS Learned from Edsel Ford
Campus NaaS must serve real enterprise needs, not just vendor ambitions. In Part 2 of our CNaaS blog series, Siân Morgan defines three CNaaS variants—Turnkey, Enabler, and LAN-as-a-Utility—and their impact on IT simplification. Read the full blog
Will This aaS Offer Explode on Impact?
Campus NaaS is poorly defined, leading to market confusion. In this blog, Dell’Oro’s Siân Morgan examines vendor interpretations, cloud-inspired characteristics, and offers guidance to help enterprises demand clarity and better outcomes. Learn more:
