RAN Comes in Below Expectations in 2022, According to Dell’Oro Group
|“The results in the quarter further validate the reduced growth scenario we have discussed now for some time, reflecting more challenging MBB comparisons in the more advanced 5G markets,” said Stefan Pongratz, Vice President at Dell’Oro Group.
SASE Market to Exceed Over $60 B between 2022 and 2027, According to Dell’Oro Group
|“The last three years of the pandemic, and the subsequent need to modernize enterprise branches and address hybrid work needs, have fueled great interest in SASE as evidenced by the total SASE market to double in size to over $6 B in 2022,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group.
Strong Network Security Revenue Forecast Through 2023, According to Dell’Oro Group
|“We have been pleasantly surprised by the ongoing revenue rebound of the network security market that is expected to hit nearly 15 percent year-on-year growth in 2022, and is a testament to the high priority enterprises are placing on security,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group. “Nonetheless, we believe what goes up must come down…
Global Data Center Capex to Reach $400 Billion by 2027, According to Dell’Oro Group
|“While the cloud hyperscalers will account for half the data center infrastructure spending by 2027, significant opportunities exist on-premises,” said Baron Fung, Research Director at Dell’Oro Group. “Enterprises will continuously optimize their IT deployments, balancing workloads in the multi-cloud with those on-premises…
Private Wireless Projections Revised Downward Again, According to Dell’Oro Group
|“Even with revenues coming in below expectations, our long-term position remains unchanged – we still firmly believe that private wireless is a massive opportunity,” said Stefan Pongratz, Vice President at Dell’Oro Group.
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