Campus Switch Sales Beat Expectations in 2Q 2022, According to Dell’Oro Group

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“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

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“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…

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