Broadband Equipment Spending Reaches Record Levels in the Second Quarter, According to Dell’Oro Group
|“Operators in Europe, China, and Southeast Asia increased their spending on PON equipment, offsetting some seasonal slowness in North America,” noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group.
Dell’Oro Group and SDxCentral Launch First Virtual Event Dedicated to SASE and Cloud Workload Security
|Dell’Oro Group is pleased to announce our first virtual event in partnership with SDxCentral and titled ‘Security in the Cloud-First Era’. The two-day event will be held on October 11th and 12th and is free to attend. Registration is now open.
Campus Switch Sales Beat Expectations in 2Q 2022, According to Dell’Oro Group
|“While demand remains strong across the board, the market performance continues to be defined predominantly by the supply environment,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “When we entered the second quarter, many vendors sent warning signals that the supply situation is expected to further tighten, especially with the multi-week Covid lockdowns in China.
Open RAN Crushes Expectations in 1H22, According to Dell’Oro Group
|“The Open RAN narrative continues to morph,” said Stefan Pongratz “While there is no question that this shift towards more openness is moving in the right direction, it is more salient than ever to understand how this movement is impacting the dynamics between the established and new suppliers…
HPE Aruba and Juniper Mist Navigate Component Shortages to Gain Share, According to Dell’Oro Group
|“HPE and Juniper really pulled rabbits out of their hats this quarter ̶ Aruba and Mist represent the majority of the growth in units shipped outside China,” says Siân Morgan, Wireless LAN Research Director at Dell’Oro Group. “It’s like a game of whack-a-mole for the manufacturers…
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