Campus switch ASPs jumped 19 percent in 2Q 2026 as AI-driven component shortages increased costs, constrained availability, and helped drive positive market revenue growth. Learn more
North American operators bucked the global Broadband Access downturn, accelerating fiber and DOCSIS 4.0 upgrades while PON equipment spending continued its strong recovery.
AI back-end switch sales overtook front-end networks for the first time, while Ethernet strengthened its lead and 800 Gbps dominated shipments in 2Q 2026. Learn more
Dell’Oro Group reports Optical Transport revenue rose 15% year-over-year, fueled by DCI growth, cloud provider demand, and North American AI infrastructure investment in 2Q 2026. Learn more:
EMEA 5G Mobile Core revenue grew over 30 percent in 2Q 2026, driven by European 5G Standalone launches, while rising server costs pressured investment decisions. Learn more:
