Announcement – Dell’Oro Group Launches New SASE Market Advanced Research Report
|SASE is the hottest network security topic in 2020 with the number of vendors touting SASE solutions exploding,” said Mauricio Sanchez, Director at Dell’Oro Group
COVID-19 Not Enough to Impact Telecom Capex According to Dell’Oro Group
|“We are still operating in unchartered territories but at this point, it appears that the market sentiment for infrastructure investments is improving and the nadir is now in the past,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.
Network Security Market Flat Again at $3.6B as COVID-19 Slump Continues in the Second Quarter of 2020, According to Dell’Oro Group
|“The network security market was still in the grips of the pandemic in 2Q20,” said Mauricio Sanchez, Research Director, Network Security and Data Center Appliances. “We foresee the current market dynamics to continue in 3Q20 and only begin shifting again late 2020 or early 2021
Server Capacity Expansion Drove Cloud Capex 17 Percent Higher Y/Y in 2Q 2020, According to Dell’Oro Group
|“The major U.S. and China based Cloud service providers have accelerated expansion of server capacity to meet the demands of remote work and learning,”said Baron Fung, Research Director at Dell’Oro Group. “However, signs of a digestion cycle of lower growth in the second half 2020 may be imminent as the recent build-up is potentially leading to Cloud capacity and component inventories in excess of demand,” explained Fung.
Total Broadband Access Equipment Revenue Rebounds from Anemic Q1, Led By Strong Investments in PON Infrastructure, According to Dell’Oro Group
|“Fiber expansion projects continue to expand around the world, as evidenced by continued strong demand for OLT ports,” said Jeff Heynen, Sr. Research Director, Broadband Access and Home Networking. “The sustained fiber investments are a clear sign that providers realize just how critical premium residential broadband access is to their business,” explained Heynen.
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