High End Router revenue rose 23% in 3Q25, driven by a 68% Core Router rebound and strong North American demand across all customer verticals. Learn more:
Dell’Oro Group’s 3Q25 report shows Ethernet dominating AI back-end switch sales, outpacing InfiniBand, with hyperscalers driving widespread 800G adoption and shaping the data center landscape. Learn more:
Global Network Security revenue exceeded $6B in 3Q 2025, driven by strong SSE and WAF momentum, highlighting the accelerating shift toward cloud-native security architectures. Learn more:
Broadband access revenue fell in 3Q25, yet Fixed Wireless Access continued to stand out, driving subscriber gains as operators shift investment away from DOCSIS infrastructure.
Dell’Oro Group’s 3Q25 Optical Transport report reveals 15% Y/Y growth, fueled by cloud demand, rising DCI sales, and notable market-share gains among top vendors. Learn more:
