Global Broadband Access Equipment Revenue Reaches $3.2 B, Up 3 Percent Y/Y, According to Dell’Oro Group

REDWOOD CITY, Calif. – September 26, 2019 – According to a newly published report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, global revenue for broadband access equipment increased 3 percent year-over-year (Y/Y), reaching $3.2 Billion. An 874 percent Y/Y increase in XGS-PON OLTs and continued growth of DOCSIS 3.1 CPE offset CCAP spending declines.

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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10-Gig EPON port shipments in North America, really the target case here, is growing but still a small piece of the overall market, Jeff Heynen @jeffheynen , Sr. Research Director, #Broadband #Access and Home Networking at @DellOroGroup commented.

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Fiber Will Trump HFC & 5G From Here to Kingdom Come, EFF Says https://t.co/tLTwDglEG7

"Our estimates suggest Ericsson's RAN revenue share gains in the North America region have been more pronounced..." @StefanPongratz , Vice President and Analyst, RAN and Telecom Capex at @DellOroGroup shared his comment. Read more...
#5G #4G @ericsson #telco

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Ericsson Plots China Invasion as Viking Raids Bring Booty https://t.co/KPaqKnZuZO

The worldwide telecom equipment market grew 6% Y/Y in the past twelve months, according to @Dellorogroup 1H19 Telecom equipment market report
In Unusual Move, Huawei Offers ‘No Backdoor’ Deal to India Amid Security Concerns: Report via @caixinlive https://t.co/0lBBWwAOcc

“With cloud computing becoming the norm, enterprises increasingly rely on the underlying data center infrastructures to deploy workloads across public, private and edge domains,” comments @Dellorogroup director Baron Fung. https://t.co/EnUsFufrfJ
@mellanoxtech #cloud #datacenter