Resources

Dell’Oro Group’s analysts cover the data center, enterprise networks, security, 
and telecom infrastructure markets, and we’re always eager to provide 
additional insight into significant trends.

Decoding the RAN Market: Revenue outlook, operator investment patterns & the rise of Intelligent RAN
23 min watch
https://youtu.be/wl8RNmyjIU8?si=rA2RzDcHtQCvDm86

Decoding the RAN Market: Revenue outlook, operator investment patterns & the rise of Intelligent RAN

Stefan Pongratz
FC2026: Quantum Computing – The Next Frontier for Fiber Networks
26 min watch
https://youtu.be/zM_7mS4vNoU?si=vMpyP3wt64FZbo23

FC2026: Quantum Computing – The Next Frontier for Fiber Networks

Current Status of the Global PON Market
10 min watch
https://youtu.be/4UzE0jOXtIc?si=LmH13dTQj1cywALI

Current Status of the Global PON Market

FFB 2026 Week 22 – Broadband Access and Home Networking Forecast
34 min watch
https://youtu.be/pGUAX_d12fk?si=uC1UcM2QJoSCCW2r

FFB 2026 Week 22 – Broadband Access and Home Networking Forecast

RCR Tech webinar – Scaling Optical Networks for the AI and Hyperscale Era
63 min watch
https://youtu.be/Fa8DsK0N-gs?si=Larqvdnf10wuY4ms

RCR Tech webinar – Scaling Optical Networks for the AI and Hyperscale Era

FiberConnect26: U.S. Fiber Investment Surges in 2026
2 min watch
https://youtu.be/1yJIY28NNKY?si=ijasKw7c-a21OCnt

FiberConnect26: U.S. Fiber Investment Surges in 2026

MWC 2026 Interview: Huawei’s Next-Gen WAN and the Evolution of IP Bearer Networks
10 min watch
https://youtu.be/nyMvmrfLJkg?si=UdMm0WUaEwzmawgM

MWC 2026 Interview: Huawei’s Next-Gen WAN and the Evolution of IP Bearer Networks

FFB 2026 Week 13: Capacity, Competition & Cash Flow: The Upstream Equation
33 min watch
https://youtu.be/BMlZp60jZpY?si=KCpzDUeIyhN2c1sL

FFB 2026 Week 13: Capacity, Competition & Cash Flow: The Upstream Equation

The Five Nine: Fiber Vendors Torn Between Data Center Expansion and BEAD Funding
29 min watch
https://youtu.be/MM4kqab8wBQ?si=OawvTepyvM9nFqoq

The Five Nine: Fiber Vendors Torn Between Data Center Expansion and BEAD Funding

The Five Nine: Do GPUs make sense for AI-RAN?
26 min watch
https://youtu.be/SNLOt1tS4No?si=Tt4gAMbxtUB9AclZ

The Five Nine: Do GPUs make sense for AI-RAN?

RSAC Webcast: From Boxes to Cloud: Building a Distributed Cloud Network
47 min watch
https://youtu.be/tro24UEbBT0?si=nC3gP2cCEw_Hn53V

RSAC Webcast: From Boxes to Cloud: Building a Distributed Cloud Network

TEF Showcase: Faster and Faster Networking Upgrade Cycles
2 min watch
https://youtu.be/Y4khOtcuyEw

TEF Showcase: Faster and Faster Networking Upgrade Cycles

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