Cloud Service Providers to Revert from Capacity Consumption to Expansion by 2020, According to Dell’Oro Group

REDWOOD CITY, Calif. – September 19, 2019 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, Cloud service providers will revert from capacity consumption to expansion by 2020. This change will drive Cloud data center capex to double-digit growth next year as the major Cloud service providers expand data center footprints in new and existing regions.

Capital Intensity Increasing by 6 Percent in 1H 2019, According to Dell’Oro Group

REDWOOD CITY, Calif. – September 16, 2019 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, worldwide telecom capital intensity levels increased at a rapid pace in the first half of 2019, reflecting stable currency adjusted revenue growth in combination with healthy capex growth, resulting in a 6 percent increase year-over-year or nearly a one-percentage point increase in worldwide telecom capex/revenue.

Worldwide Server and Storage Systems Market Declined Eight Percent Y/Y in 2Q 2019, According to Dell’Oro Group

REDWOOD CITY, Calif. – September 11, 2019 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, the worldwide Server and Storage Systems market declined eight percent year-over-year (Y/Y) in 2Q 2019. The market revenue recorded its first decline in eight quarters. Softness was evident in the Enterprise and Cloud sectors.

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Spending on new servers and networking equipment are expected to ramp and drive Cloud data center capex to higher growth in 2020, according to Baron Fung, Research Director, Cloud Capex at @DellOroGroup
https://t.co/kV8bcR1UDD
#router #server #networking #ethernet #datacenters

Cloud service providers to revert from capacity consumption to expansion by 2020. Cloud Data Center Capex forecasted for double-digit growth next year, according to @DellOroGroup new Cloud Data Center Capex quarterly report
https://t.co/kV8bcRjvvb
#cloudservices #datacenter

1H19 Telecom Capex report @DellOroGroup - Wireless investments in the APAC region, propelled by the rapid shift from 4G to 5G, are projected to drive the lion share of the capex upside over the 2018 to 2021 forecast period. Read the full press release https://t.co/Rj1AYGcMDK

@DellOroGroup @Cisco Led by Cisco and H3C, the campus switch market recorded robust growth in Q2, according to a report by Dell'Oro Group. #switching
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