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
Dell’Oro Group forecasts AI Systems Security market reaching nearly $8B by 2030, driven by production AI adoption, runtime controls, and expanding enterprise AI system spending.
Dell’Oro reports Private Wireless RAN grew 16% in 2025, slowing from 2024, as enterprise adoption lags expectations despite strong long-term growth outlook. Learn more:
