What’s Behind the Jump in Our Broadband Forecast 2022-2026?
Dell’Oro Group just published its most recent 5-year forecast report for Broadband Access and Home Networking equipment market and it contains some significant upward revisions in terms of units and ports as well as revenue. There are a number of factors that went into these increases. Read the full blog to find out more.
The Rise of Massive MIMO
With the Massive MIMO RAN market recording a third straight year of growth in 2021 and a second consecutive quarter of year-over-year (YoY) revenue declines in 1Q22, the timing is right to review the Massive MIMO market and future growth prospects.
RSA Conference 2022: Three Key Takeaways
In this blog, Research Director Mauricio Sanchez summarizes three takeaways from the week at RSAC 2022. Read the full blog to learn more
The Role of Intelligent RAN and Automation
It is still early days in the 5G journey. Today’s networks are already leveraging automation to manage the increased network complexity. In this blog, we will review Intelligent RAN drivers, current status, and the ecosystem.
Optical Transport Equipment Vendor Facts & Figures
According to Dell’Oro VP analyst Jimmy Yu, the Optical Transport market is very healthy. Vendor competition is very high in the Optical Transport industry. However, the higher the competition, the slimmer the profit margins. Discover more…
1Q22 Total Telecom Equipment Market: ZTE Gains Share
Preliminary readings suggest the overall telecom equipment market advanced 4% to 5% year-over-year (Y/Y) in the quarter, underpinned by robust demand for wireline-related equipment and modest growth in wireless.
Huawei HAS 2022 RAN Takeaways
Huawei recently held its annual analyst event, HAS 2022. While we were not able to attend in person, we participated in various online events. Below we will discuss some of the RAN related highlights when it comes to expectations for 2022, 5.5 G, 5G B2B, green sites, DIS, and Sub-3 GHz.
Making the Most of Fiber Investments Will Dominate Fiber Connect Discussions
Getting fiber into the ground and to subscribers’ homes is really just the beginning of an evolution for thousands of service providers around the world. How to maximize that investment will be the key question to answer for these providers.
A Deeper Dive into Nokia’s Big Microsoft Win
At the end of April, Nokia, a fairly new entrant to the data center switch space, made the groundbreaking announcement that the company will be supplying its 7250 IXR networking gear to Microsoft, the third-largest Cloud Service Provider (SP). As I noted in my 2022 prediction blog published earlier this year, I have been anticipating a fair number of new switch vendor insertions at the large hyperscalers in 2022, as the 400 Gbps upgrade cycle starts to materialize outside of Google and Amazon.
Top Five CISO Demands and Challenges
I recently had the opportunity to moderate a panel for the Business Innovation Leaders Forum that brought five veteran security executives together to discuss contemporary CISO demands and challenges…This blog summarizes five takeaways that stood out from our discussion.
