The AI Growth Cycle for the Data Center Physical Infrastructure Market Started in 2Q 2024, According to Dell’Oro Group
|Cloud-Native Network Security Up 17 Percent, Hardware Down 2 Percent as Network Security Market Hits $5.9 B in 2Q 2024, According to Dell’Oro Group
|“The Network Security market’s performance in 2Q 2024 reaffirms the enduring shift towards cloud-centric architectures. The firewall segment serves as a microcosm of this transformation. While overall firewall revenue grew modestly at 2 percent, virtual firewalls surged by 22 percent as physical firewall sales struggled…” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group.
AI Infrastructure Buildouts Propel Swift Recovery in Ethernet Data Center Switch Market in 2Q 2024, According to Dell’Oro Group
|Wi-Fi 7 Surges as WLAN Market Shows Signs of Recovery in 2Q 2024, According to Dell’Oro Group
|Broadband Equipment Spending Trending Upward, Despite Being Down 8 Percent Y/Y, According to Dell’Oro Group
|“Cable operators continue to feel squeezed between fiber ISPs and Fixed Wireless providers who are siphoning away their valuable residential subscribers,” said Jeff Heynen, Vice President with Dell’Oro Group. “As a result, Fixed Wireless CPE unit shipments posted their fourth consecutive quarter of Y/Y growth…
