Broadband Equipment Spending Increased 7 Percent Y/Y, Despite Signs of Slowing Subscriber Growth, According to Dell’Oro Group
|“For many service providers, broadband subscriber growth is slowing, resulting in a reduced need for new CPE,” said Jeff Heynen, Vice President with Dell’Oro Group. “Meanwhile, infrastructure purchases are strong as providers continue to expand their footprints and replace legacy copper networks,” explained Heynen.
Enterprise Shift from Network Security Hardware to Cloud-Friendly Alternatives Continues in 1Q 2023, According to Dell’Oro Group
|Zscaler, Palo Alto Networks, and Akamai Top Three Cloud and Virtual Vendors REDWOOD CITY, Calif. – June 8, 2023 – According to a recently published report from Dell’Oro Group, the trusted source for market information
Ethernet Adapter Market Correction Underway in 1Q 2023, According to Dell’Oro Group
|“After achieving record growth in 2022, the Ethernet Controller and Adapter market started the year on a soft note with revenues down 8 percent Y/Y in 1Q 2023,” said Baron Fung, Senior Research Director at Dell’Oro Group. “This was not a surprise given that the market for most server components has been in a correction for several quarters, and server demand had fallen sharply during the quarter.
Extraordinary SP Router Market Growth Fueled by Unleashed Component Supply in 1Q 2023, According to Dell’Oro Group
|We have seen particular strength recently from Hyperscalers in North America which deploy routers to interconnect geographically dispersed facilities, to connect to Telecom SP wide area networks, and to connect inside the data centers…” ” said Ivaylo Peev, Senior Analyst at Dell’Oro Group.
$2.7 B of WLAN Revenues Marks Eleven Quarters of Y/Y Growth, According to Dell’Oro Group
|“The enterprise-class WLAN industry has not seen such a long stretch of Y/Y revenue growth in ten years,” said Siân Morgan, Wireless LAN Research Director at Dell’Oro Group. “But new orders are declining from the peaks of last year. Sky-high revenues are being fueled by the release of accumulated backlogs, and our analysis shows that this may be hiding a reduction in IT spending, with a digestion period right around the corner.
