Enterprises Can’t Get Enough SASE as Spending Grows 33 Percent in 3Q 2023, According to Dell’Oro Group
|Although other networking and security technology markets have started to show clear struggles in a volatile macroeconomic environment, enterprises know they need to continue to invest for the future that will have hybrid work and cloud-based applications as the norm, and for many, SASE is the right approach,” said Mauricio Sanchez, Sr. Research Director, Enterprise Networking and Security at Dell’Oro Group.
Sluggish High-End Firewall Sales in 3Q 2023 Weigh Down Network Security Market, According to Dell’Oro Group
|“Across many technology markets we track, whether security, networking, or servers, we saw a substantial jump in investment by services providers in the year or two following the worst of the pandemic in 2020, which led to massive technology vendor backlogs,” said Mauricio Sanchez, Sr. Research Director, Enterprise Networking and Security at Dell’Oro Group.
North American Optical Transport Market Declined in 3Q 2023, According to Dell’Oro Group
|Cloud Service Provider Switch Sales Slow as They Shift Focus to AI and Digest Existing Capacity, According to Dell’Oro Group
|“Data center switch sales have maintained robust performance, reaching near-record levels in 3Q 2023,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “However, despite such a strong level of sales, the market growth started to exhibit signs of slowdown compared to previous quarters, particularly evident in the Cloud SP segment where spending remained flat compared to the year-ago period.
Party is Over for WLAN Market as Revenues Contract in 3Q 2023, According to Dell’Oro Group
|“3Q 2023 was an inflection point in the WLAN market. A large variability in vendor revenues summed to a slight market contraction,” said Siân Morgan, Research Director at Dell’Oro Group. “Cisco eked out a 3 percent Y/Y gain on a calendar quarter basis, with license revenues supporting the expansion despite a decline in the number of units shipped.
