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Advanced Research Reports
Posts
- Convergence and Bundling Critical for Cable Operators
- SD-WAN Shake-Up: Arista Closes VeloCloud Deal with Broadcom
- DoJ Allows HPE’s $14 B Gamble on Juniper
- AI-for-RAN in Focus: Key Takeaways from the Telco AI Forum
- Cisco Live 2025: Networking Reappears at the Center of Cisco’s AI Strategy
- Beyond Hardware: Cisco Live 2025 Maps the Platform Future of Networking and Security
- Cisco Heats the Fight for the Secure Branch
- AI RAN – Should We Be Excited?
- Fastly Xcelerate 2025 Highlights Edge Platform Shift and Cost-Efficiency Momentum for Enterprises
- Charter and Cox Likely to Stay Their Respective Courses on DOCSIS Upgrades
- RSAC 2025 Reveals New Security Imperatives Shaping a Sovereign Digital Future
- Tariff Impact on the Broadband Market
- Insights from GTC25: Evolution of GPU Compute Architecture
- Insights from GTC25: Networking Could Tip the Balance in the AI Race
- Worldwide Telecom Equipment Down 11 Percent in 2024
- Google Bets the Farm on Cybersecurity with Proposed $32 B Wiz Acquisition
- MWC 2025: RAN, Open RAN, and AI RAN Highlights
- In the Leadup to MWC Barcelona, Enterprise Vendors Target Network Refresh
- Traditional Front-end Networks Remain Vital as AI Back-end Networks Investment Skyrocket
- Palo Alto Networks Reboots CNAPP: The Shift from Prisma Cloud to Cortex Cloud
- What to Expect from RAN in 2025
- Open RAN Tanks in 2024
- Future of Optical Transport in the Intelligent Era
- 2024 OCP Global Summit: Power and Cooling Contributions Rise to the Top
- Vecima Snaps Up Falcon V to Accelerate Charter DAA Deployment
- With Rogers Deal, Comcast Achieves Its Goal of Becoming an Access Technology Supplier
- The State of Enterprise Network Market in 2024: The Great Reset Before a 2025 Rebound
- Sister Startups Aim to Fast-Track Cable Convergence
- The Cloud Market’ “Pepsi Challenge”: Tencent’s Bid to Shake Up the Global Market
- Cable’s Unification Day: Who Really Benefits?
- Data Center Capex and IT Component Markets in 1H24: A Surge Driven by Generative AI
- Huawei Bets on Enterprise Networking
- US Telcos Betting on Convergence and Scale To End Cable’s Broadband Reign
- 1H24 Worldwide Telecom Equipment Down 17%
- FDD Sub-3 GHz 5G Is on the Rise
- Catching AI Lightning in a Bottle: Reflections from HPE Discover 2024
- Cisco Live 2024: Navigating Innovation Amidst Market Saturation
- CommScope Also has Bigger PON Ambitions with Casa
- CommScope Seeks vCMTS Scale with Casa Buy
- Unveiling the Future of Cybersecurity: Key Themes from RSA Conference 2024
- Don’t Look Now: T-Mobile Eyes Fixed Broadband Market Leadership
- Fiber to the Room (FTTR) Progress Update: Chinese Operators Doubling Down
- Reflecting on GTC and OFC 2024: No One-Size-Fits-All but Time to Market is Key!
- Cable Operators’ Growing Interest in 25GS-PON
- Vecima Aims to Challenge Harmonic with Intent to Acquire Casa Cable Assets
- 2023 Data Center Infrastructure Recap: Navigating AI-Accelerated Growth Paths
- Worldwide Enterprise Network Spending Follows Roller Coaster Trajectory
- Worldwide Telecom Equipment Market Slumps in 2023
- MWC Barcelona 2024 – RAN Highlights
- Enterprises Brace for AI
- 25GS-PON Continuing to Gather Market Momentum
- 5G Advanced – How will it impact the RAN Market?
- Zscaler’s Bold SD-WAN Gamble: Pioneering or Risking Enterprise Connectivity?
- How the HPE-Juniper Acquisition Will Change the Enterprise Market
- Microwave Transmission Market – From One Cycle to the Next
- High End Router Market–2024 and Beyond
- What to expect from RAN in 2024
- Is 2024 the Year Traditional Firewalls and Branch Access Routing Die and SASE (SD-WAN+SSE) Takes Over?
- Data Center Infrastructure—a Look into 2024
- Exploring the Data Center Physical Infrastructure (DCPI) Market Landscape in 2024
- Ethernet Campus Switch Market—A Look into 2024
- Enterprise Class Wireless LAN—The Market Will Shift in 2024
- 2024 Outlook: Broadband Market Faces Challenge Amidst Lower Spending from 2023
- Exploring the Data Center Switch and AI Networks Markets Landscape in 2024
- Exploring the 5G Core Market Landscape in 2024
- HPE to acquire Juniper – WLAN market impacts
- HPE Contributes better ‘Networking for AI’, Juniper Contributes better ‘AI for Networking’
- HPE Acquires Juniper: What does this mean for its Network Security and SASE/SD-WAN aspirations?
- Comcast Continues to Lead DAA Deployments
- Harmonic Shifting to Broadband-Only?
- OCP 2023 Key Takeaways: The Network is the Computer for AI Workloads
- How Charter’s Video Distribution Deal with Disney Impacts Broadband
- SCTE Cable-Tec Expo Roundup: DOCSIS 4.0 Gets More Clarity—or Does It?
- MWC Las Vegas 2023: RAN Market Key Takeaways
- The Role of Artificial Intelligence/Machine Learning in the 5G Core
- Wi-Fi 7 ̶ A New Reality for Enterprises
- Evolution of Accelerated Computing for AI Applications
- Science Becomes Magic at Wi-Fi World Congress in Toronto
- The Problem with Bandwidth in Optical Transport
- Total Telcom Equipment Market Grows 2 Percent in 1H23
- Fiber to the Room (FTTR) Driving ONT Purchases in China
- AI is Ushering in a New Era for Data Center Physical Infrastructure
- Growing Interest in 25GS-PON Drives Forecast Increases
- 10 Gbps in the Campus Network
- AI’s Impact on Broadband Networks
- 5G Fixed Wireless and the Threat to Cable’s US Dominance
- 5G Advanced—what does it mean for the 5G Core market?
- Defining the Fixed Network of the Future
- 5G Advanced – What does it mean for the RAN market?
- Microsoft Gets Serious about the SSE Market
- AI – What Does It Mean for the RAN Market?
- What We Can Learn from the COOLERCHIPS Project Awards
- Top Trends in Enterprise-Class WLAN – 2023 and Beyond
- 3 Reasons Why the Glass Was Half Full and Half Empty at RSA Conference 2023
- Enterprise Campus NaaS: Wi-Fi as Easy as Electricity
- 50G PON Moves Closer to Deployment
- Worldwide Telecom Equipment up 3 Percent in 2022
- OFC 2023: Revolutionizing Networking for AI Workloads
- OFC 2023: The Terabit Era
- MWC 2023–RAN Market Key Takeaways
- Massive MIMO Slowed in 2022 – Still More Growth Ahead
- RAN Market—A Look into 2023
- Data Center Infrastructure Market—A Look into 2023
- Broadband Access & Home Networking Market—A Look into 2023
- Campus Switch Market—A Look into 2023
- Data Center Switch Market—A Look into 2023
- Mobile Core Network & Multi-Access Edge Market—A Look into 2023
- Service Provider Router Market—A Look into 2023
- Data Center Physical Infrastructure Market—A Look into 2023
- Security and SASE Market—A Look into 2023
- Enterprise Class Wireless LAN Market—A Look into 2023
- Microwave Transmission Market—A Look into 2023
- Optical Transport Market—A Look into 2023
- Is it time for mmWave 2.0? — Pongratz
- Latest on The Role of Intelligent RAN and Automation
- Continued XGS- and 25 Gbps-PON Growth Fuel Ciena’s Tibit and Benu Purchases
- 2022 OCP Global Summit Key Takeaways – CXL’s Implications for Server Architecture
- 400 Gbps Technology: The Next Phase of the Internet Backbone Expansion
- OCP Global Summit 2022 Key Takeaways—Networking Perspective
- OCP Global Summit 2022 Key Takeaways—Data Center Physical Infrastructure (DCPI)
- Checking in on Enterprise-Class Wi-Fi 6E
- The Role of 5G Advanced/5.5G
- Key Takeaways – 1H22 Total Telecom Equipment Market
- What’s Behind the Jump in Our Broadband Forecast 2022-2026?
- The Rise of Massive MIMO
- RSA Conference 2022: Three Key Takeaways
- The Role of Intelligent RAN and Automation
- Optical Transport Equipment Vendor Facts & Figures
- 1Q22 Total Telecom Equipment Market: ZTE Gains Share
- Huawei HAS 2022 RAN Takeaways
- Making the Most of Fiber Investments Will Dominate Fiber Connect Discussions
- A Deeper Dive into Nokia’s Big Microsoft Win
- Top Five CISO Demands and Challenges
- DOCSIS 4.0 Developments Highlight CableLabs 10G Showcase
- mmWave 5G NR Revenue Growth Slows in 2021
- Key Takeaways—2021 Total Enterprise Network Equipment Market
- Top Four Things We Learned at OFC 2022
- Key Takeaways – 2021 Total Telecom Equipment Market
- Open RAN Momentum Is Solid
- Timing and Operator Control Keys for 25G PON
- Driving Towards Full Data Center Automation
- Predictions 2022: Data Center Infrastructure
- Predictions 2022: Service Provider Router Market
- Predictions 2022: Data Center Physical Infrastructure
- Predictions 2022: Network Security Market
- Predictions 2022 – Data Center Switch Market
- Predictions 2022: Mobile Core Network Market
- Predictions 2022: Broadband Access & Home Networking Market
- Key Takeaways – 3Q21 Total Telecom Equipment Market
- 5G Manufacturing—What’s All the Excitement About?
- Private Wireless Activity Is Improving
- Nvidia Envisions an AI-Enabled Data Center to Power the Metaverse
- Meta’s Big Reveal at OCP 2021
- Fiber Deployments Show No Signs of Slowing
- Huawei MBBF 2021 Dubai RAN Key Takeaways
- Recent Data Center AI Innovations
- Is Immersion Cooling the Answer to Data Center Sustainability?
- Key Takeaways— 1H21 Total Enterprise Network Equipment Market
- Key Takeaways –1H21 Total Telecom Equipment Market
- Power Utilities Are Turning to LTE/5G
- CPE Cost Declines Will Fuel 5G Fixed Wireless Deployments
- 5-Year Forecast: WLAN Market, In the Right Place at the Right Time
- The Value of Low-Band 5G
- 5-Year Forecast: Hyperscale and AI to Drive Server Access Speed to 100 Gbps and Beyond
- 5-Year Forecast: Server CPU Refresh, Accelerated Computing, and Edge Computing to Drive Future Data Center Spending
- 5-Year Forecast: Full Speed Ahead for Broadband Spending
- 5-Year Forecast: Network Security Market to Quickly Bounce Back from Pandemic
- 5-Year Forecast: Microwave Transmission & Mobile Backhaul Growth Ahead
- 5-Year Forecast: Enterprise Spending on Network Campus Switches to Recover in 2021 with a Return to 2019 Pre-Pandemic level in 2022
- 5-Year Forecast: Data Center Switch Market to Grow 9% CAGR from 2020 to 2025
- 5-Year Forecast: Optical Transport Market Reaches $18 Billion by 2025
- 5-Year Forecast: Mobile Core Network Market Revenues CAGR Projected at 3 Percent from 2020 to 2025
- Supply Chain Implications to Data Center Capex in 2021
- Current State of Industry: Optical Transport DWDM Systems Equipment
- Flexible MAC Architecture (FMA) Is a Game-Changer for Cable
- 5 Reasons Why Network Security Market Is Growing Again
- Key Takeaway—1Q 2021 Total Telecom Equipment Market
- US FTTH Demand Shows No Signs of Slowing
- Open RAN Revenues Up 5X in 1Q21
- Huawei HAS 2021 RAN Takeaways
- Too Much of a Good Thing?
- E-band Reaches Further
- The World’s Fiber Future is Here
- Huawei Global Analysts Summit 2021 Takeaways—CloudCampus Network
- 5G Positioning – New Enabler in Vertical Markets
- MEF Gets SASE: Highlights from MEF’s Infinite Edge Series
- Telecom Capex 2020
- TEF 2021: The Road beyond 400 Gigabit Ethernet- Opportunities and Challenges
- Key Takeaways—Total Enterprise Network Equipment Market 2020
- Key Takeaways—Total Telecom Equipment Market 2020
- Massive MIMO Revenues More Than Doubled in 2020
- 5 Year Forecast: Ethernet Controller and Adapter Market Growth Fueled by 100 Gbps and Smart NICs
- 5-Year Forecast: Enterprise WLAN Market Supported by Government Spending, How Long Will It Last?
- 5-Year Forecast: Enterprise Network Spending on Campus Switches to Grow nearly Three percent CAGR from 2020 to 2025, Despite the Pandemic
- 5-Year Forecast: Service Provider Router Market Growth Fueled by 400 Gbps and 5G Technologies
- 5 Year Forecast: Advances in Server Architecture Projected to Lift Data Center Capex by Six Percent by 2025
- 5-Year Forecast: Data Center Switch Market to Grow nearly Six percent CAGR from 2020 to 2025
- 5-Year Forecast: Mobile Core Network Market Revenues to Approach $60B from 2021 and 2025
- 5-Year Forecast: Network Security Market to Grow 10 Percent CAGR
- 5-Year Forecast: Broadband Spending to Remain Strong Through 2025
- 5-Year Forecast: Demand for Optical Transport Equipment Rising
- 5-Year Forecast: Microwave Transmission & Mobile Backhaul Transport Growth Projected
- 5-Year Forecast: Radio Access Network Market to Grow Over the Near-Term
- Predictions 2021–Wireless LAN Market
- Predictions 2021 – Data Center Switch Market
- Predictions 2021—Service Provider Router Market
- Predictions 2021 – Network Security Market
- Predictions 2021 – Campus Switch Market
- Predictions 2021 – Optical Transport Market
- Predictions 2021—Radio Access Network (RAN) Market
- Predictions 2021– Broadband Access and Home Networking Market
- Predictions 2021– Data Center Infrastructure
- Predictions 2021 – Microwave Transmission Market
- China’s Role in the Semiconductor Market Expanding
- Open RAN Results Mixed in 3Q20
- Key Takeaways—Telecommunication Equipment Market 1Q20 to 3Q20
- Huawei MBBF 2020 RAN Takeaways
- 5G Is Propelling RAN to Another Strong Quarter
- Marvell’s Acquisition of Inphi Is Latest Chip Sector Consolidation—More Is Yet to Come
- Impact of AI on Data Center Infrastructure
- Mid-Year 5G 2020 Progress
- Cable’s Fixed-Mobile Convergence Future
- Financial Sector Data Center Capex Outlook Maintains Momentum in 2020
- Analyst Angle—NVIDIA to Disrupt Smart NIC Market with AI-enabled Bluefield DPU
- Analyst Angle – VMware looks to Menlo Security to get SASE, but hedges bet with Zscaler
- Small Cell RAN Market to Approach $25 B
- Analyst Angle – How Juniper Intends to Win in Network Security
- Fixed-Mobile Convergence Becoming a Reality
- 6 GHz – The Next 5G Frontier?
- Key Takeaways – The Telecom Equipment Market 1H20
- Open RAN Outlook is Improving
- New Technologies Expected to Drive Service Provider Router Market Past $15 Billion in 2024
- Spending on Data Center Switches to Grow at a 4% CAGR from 2019 to 2024, Despite the Pandemic
- Network Security and ADC Market to Grow 6 Percent CAGR from 2019 to 2024
- The Total Campus Switch Market Forecast to Decline at 1 Percent CAGR from 2019 to 2024
- Wi-Fi 6E: The Sooner, The Better!
- The Total MEC Market to Grow at a 169% CAGR from 2019 to 2024
- Network Equipment Services Market—July 2020 Advanced Research Report
- Home Networking Equipment Unit Shipments Expected to Drop Only 1% in 2020
- Analyst Opinion – Vecima Networks Adds to Access Portfolio with Nokia Cable Buy
- 4G/5G FWA Technology Forum Announced to Speed Fixed Wireless Adoption
- Broadband Access Equipment Spending to Drop 7% in 2020
- AI Powering the Home Broadband Experience
- Worldwide Data Center Capex to Grow 6 Percent CAGR by 2024
- Radio Access Network Investments to Surpass $0.2 Trillion
- Optical Transport Market—July 2020 Five-Year Forecast Report
- Worldwide Mobile Core Network Market—July 2020 Five-Year Forecast Report
- Network Security Market Not Immune to the Pandemic
- The SD-WAN Market’s Changing Landscape
- Maximizing 5G Spectrum Resources
- 5G Has Changed Wireless Backhaul for the Better
- Analyst Angle: CBRS investments accelerate in 1Q20–adds confidence to forecast
- Key Takeaways – The Telecom Equipment Market 1Q20
- Wi-Fi 6E to lift 2021 Wireless LAN market
- 5G Core – Are We Ready?
- Small Cells Are Growing
- Key Takeaways for Telecom Capex 2020
- Smart NIC Growth Opportunities and Considerations in 2020 and Beyond
- Virtual MWC 2020 RAN Market Takeaways
- Path Forward for Optical Transport—In the Face of Shannon’s Limit
- Cable’s Upstream Swim A Good Thing
- RSA Conference 2020: Top Five Buzzwords
- The Telecom Equipment Market 2019
- Microwave Transmission Market 4Q 2019 Update
- CBRS RAN Market Investments to Surpass $1.5 Billion
- 2020 Wireless LAN Market Outlook
- Mobile Backhaul Transport Market 5 Trends to Watch in 2020
- Ethernet Data Center Switch Trends in 2020 and Beyond
- Optical Transport – 2020 Trends
- 2020 Trends for Cloud Data Centers, Servers, and Network Connectivity
- Broadband Trends in Home Networking for 2020
- Ten 5G Predictions 2020
- Recap of Cisco’s “Internet for the Future” Event
- Open RAN ‘value narrative is morphing’
- Virtualization Dominates Fall Broadband Shows
- 2019 MWC LA and Global MBBF Key Takeaways
- WiFi 6 is a Game-Changer for Service Providers
- Industry Voices — Pongratz: Will the rise of cellular in the enterprise impact Wi-Fi?
- Telecom Capex 2018 to 2021
- Analyst Angle – Where to next on the road to 5G Standalone?
- Optical Transport Market: DWDM Systems Revenue Grew 8 Percent Y/Y in 1H 2019
- The Telecom Equipment/Services Market Forecast
- CBRS RAN Market Investments to Surpass $1 Billion
- The Shift from 4G to 5G Is Accelerating Rapidly
- Analyst Angle: The 5G Vision Holds Steady While the Forecast Adapts
- User Applications—The Emerging New Differentiator Among Network Equipment Vendors
- 5G Fuels Capex Growth: Total Telecom Capex to Grow at a 1% CAGR
- 2019 OCP Global Summit Key Takeaways
- The DCI Market Opportunity
- CBRS RAN Market Investments to Surpass $1 Billion
- Radio Access Network (RAN) Highlights at MWC2019
- OFC 2019 Post Show Thoughts
- 5G MWC19 Barcelona Observations: It’s All About the Core
- Key Takeaways – Worldwide Telecom Equipment Market 2018
- Amazon Complements Alexa with Mesh Networking Acquisition
- Operators Continue to Push Further into the Home
- Operators’ Implementation Early Use Cases for Artificial Intelligence and Network Automation
- Cable Operators Use Distributed Access as Their Platform for Edge Computing and Virtualization
- 2019 Broadband Access Market Outlook: Four Part Series
- Enterprise Wireless LAN Market to Slow as it Approaches $9.6 B in 2023
- Wireless Packet Core Market CAGR is Projected to Be 3 Percent
- Optical Transport Equipment Spend to Approach $80 Billion over Next Five Years
- Robust 5G NR Growth Propels Total RAN Investments Toward $160 B
- Key Takeaways – The Telecom Equipment Market 3Q 2018
- Analyst Opinion | Adtran to expand vCPE offerings with SmartRG buy
- Thoughts after attending Extreme NOW Forum 2018
- Radio Access Network (RAN) Key Takeaway – Huawei MBB, Ericsson CPM, Nokia GAF
- NBASE-T Making an Impact
- How Wireless LAN Will Expand the Ethernet Network
- Thoughts on Huawei Connect 2018
- MEF18 Post Show Thoughts
- MWC Los Angeles 2018 – Mobile RAN Market Takeaways
- You don’t want to miss this tutorial – Introducing 802.3bt™ Power over Ethernet Webinar
- Small Cells Market Outlook from Dell’Oro Research
- Worldwide Telecom Capex Expected to Grow in 2018
- OFC 2018 Post Show Thoughts
Articles
- 6G and The Mobile Traffic Factor
- CNAPP: Key Insights from Cloud Workload Security Market Analysis
- Embracing the future: The case for distributed cloud networking
- Industry Voices: 5G is too good
- Open RAN and vRAN tanks in 2023
- The race to cloudify the LAN – network vendors jostle for position
- PON Expands Its Global Reach
- AI Networks, 3.2 Tbps Optics, Linear Drive Pluggable Optics, Co-Packaged Optics and more
- 6G and The Long RF Journey Ahead
- 5G Needs Microwave in Backhaul
- The open RAN movement is here to stay — Pongratz
- Trends in Enterprise-class Wireless LAN Explosive Growth and Real Innovation
- Five years in, is 5G a success or failure?
- Why distributed cloud networking is the future of enterprise networks
- A Very Good Year for the Optical Transport Market
- Cable Accelerates Its Efforts to Add Broadband Capacity and Speeds
- Industry voices: Can AI help sustain the spending spree on networking equipment?
- There’s confusion about the definition of private wireless — Industry Voices: Pongratz
- Optimizing the network for AI workloads
- Why So Many Coherent DSPs?
- vSmall cells: still early days in the journey — Pongratz
- Open RAN – Where Are We?
- What is the state of U.S. RAN and non-RAN suppliers?
- Cable beefs up to challenge fiber threat: Heynen
- Comcast, Charter are moving toward fiber in phases: Heynen
- Gigabit Growth Critical to ISPs’ Success: Heynen
- How can open RAN improve total cost of ownership? — Pongratz
- XGS-PON is now North America’s go-to technology: Heynen
- Transport into the future
- Heynen’s SCTE takeaways: DOCSIS 4.0 decisions loom, DAA tide turns
- Where are we in the 5G cycle? — Pongratz
- Bringing Agility to Data Center Infrastructure
- Is SASE a Network or Security Solution? Is it a Framework or a Product? Yes and Yes!
- Smart NICs – opportunities and challenges
- The private 5G ecosystem improves, especially in China — Pongratz
- Is it time to get excited about vRAN?
- Is the U.S. back in the 5G RAN game? — Pongratz
- A deeper look into enterprise wireless LAN Wi-Fi 6 shortages (Analyst Angle)
- 2022 – The Year of Coherent 400 Gbps DWDM
- Analyst Angle: 5G mmWave slowdown not impacting forecast
- Distributed Access Architectures Finally Finding Their Niche
- Not all open RAN is the same — Industry Voices: Pongratz
- FWA is boosting RAN — Industry Voices: Pongratz
- What Comes After the C-Band?
- TEF 2021: The Road beyond 400 Gigabit Ethernet- Opportunities and Challenges
- Powering Pervasive Mobility with MEC
- Telecom Industry Voices—Heynen: Spending growth for DOCSIS infrastructure is now the norm
- What comes after the C-Band?
- Analyst Angle: Enterprise Wireless Networks Become A Collage of Technologies
- Industry Voices — Pongratz: RAN Forecast Defies Economic Forecast
- Industry Voices—Heynen: Mediacom’s 10G smart home shows future speeds aren’t so far away
- Industry Voices — Heynen: Mixed messages in 1Q20 broadband equipment
- Analyst Angle: CBRS investments accelerate in 1Q20–adds confidence to forecast
- Cable gears up for DAA and Virtualization
- Small Cells Are Growing Up
- What’s next for cable broadband networks?
- Microwave Mobile Backhaul in A 5G World
- Industry Voices — Pongratz: Virtualized and open RAN gain momentum
- Many factors will determine the size of the MEC market (Analyst Angle)
- Analyst Angle – Where to next on the road to 5G Standalone?
- Industry Voices — Pongratz: Will the rise of cellular in the enterprise impact Wi-Fi?
- Industry Voices—Pongratz: 5G is not all the same
- Industry Voices—Pongratz: Will surging IoT connections help the suppliers and operators?
- Massive MIMO Moves to Center Court in Barcelona
- The Twisted Road to 5G
- The Business Case for Cellular IoT
- 5G Mobile Backhaul isn’t All Fiber
- Analyst Angle: 5G to dominate marketing—LTE to dominate capacity
- Industry Voices—Pongratz: The outlook is improving for mobile infrastructure vendors
- Analyst Angle: 4 key takeaways of a T-Mobile and Sprint Merger
- Dell’Oro: Carrier capex expected to climb this year
- Analyst Angle: Will 5G result in more or fewer mobile infrastructure radio vendors?
- Industry Voices—Pongratz: Will U.S. lead in 5G?
- Analyst Angle: T-Mobile’s nationwide 5G strategy – A game changer?
- 400G Deals Winning Hand for Data Centers
- Analyst Angle: 5G – incremental or not?
- Analyst Angle: Will indoor small cells ever scale?
- NFV: Changing The Pace Of Carrier Services
News Room
- Arista details VeloCloud deal needs, expectations
- AI-RAN market to surpass $10B valuation by 2029, says report
- AI RAN to Top $10 Billion by 2029, According to Dell’Oro Group
- Google Fiber puts Nokia network slicing technology to the test
- Data Center Physical Infrastructure Grew 17 Percent Y/Y in 1Q 2025, Driven by AI Buildout, According to Dell’Oro Group
- AI is making the network ‘sexy’ again
- There’s no stopping the liquid cooling train
- Arista buys VeloCloud from Broadcom
- 5G Testing Challenge: Private networks
- Data center spending soared amid rising GPU demand in Q1
- Mediacom picks Harmonic’s virtual CMTS, DAA nodes for DOCSIS 4.0 upgrade
- Ericsson serves up Orange slices as 5G SA rollouts spread
- Virtual Broadband Network Gateway Market to Grow with 31 Percent CAGR Over the Next Five Years, According to Dell’Oro Group
- Nokia sees more cable operators pivoting to fiber
- Telco focus on AI factories for growth could backfire spectacularly
- 1Q 2025 Ethernet Campus Switch Sales Surge in North America, According to Dell’Oro Group
- Hyperscale Blackwell and Custom Accelerator Rollouts Drive 53 Percent Capex Growth in 1Q 2025, According to Dell’Oro Group
- Nokia names former Infinera CEO to head Network business
- AI Boom Propels Server and Storage Components to 62 Percent Growth in 1Q 2025, According to Dell’Oro Group
- DOCSIS spending dipped 35% in Q1 as ‘unified’ chips take hold – Dell’Oro
- Broadband Access Equipment Revenue Declines 8 Percent Due to Soft China Market While EMEA Shines, According to Dell’Oro Group
- Orange signs with Eutelsat to offer LEO satellite support to global enterprises
- Trump admin’s ‘Bargain’ BEAD: Approvals yanked, new rules in play
- Single-Vendor SASE Platforms Propel Revenue to $2.6 B in 1Q 2025, Up 17 Percent Y/Y, According to Dell’Oro Group
- Trump admin’s ‘Bargain’ BEAD: Approvals yanked, new rules in play
- Data center pulse: 1MW racks are on the way
- AI Investments Shield Ethernet Data Center Switch Market from Tariff Disruptions, Shattering Sales Records, According to Dell’Oro Group
- WLAN Market Bounces Back to Double-Digit Growth, According to Dell’Oro Group
- Network Security Climbs 12 Percent to $6.2 B in 1Q 2025 on 21 Percent Surge in Application Security & Delivery, According to Dell’Oro Group
- Dell’Oro: The router market is now finally turning a corner
- Enterprises face data center power design challenges
- High End Router Market Turning Up – 1Q 2025 Results are In
- Nokia accelerates mass market multi-Gig broadband with new high-density 25G PON line card
- AI boom adds €150bn to value of four of Europe’s oldest industrial groups
- Optical Transport Demand Increased by 24 Percent in North America During 1Q 2025, According to Dell’Oro Group
- Microwave Transmission Market is Doing Well – 1Q 2025 Results are In
- Mobile Core Network Market Growth Skyrockets in 1Q 2025 to 32 percent Growth, According to Dell’Oro Group
- Dell’Oro Group Announces Appointment of New Research Director, Data Center Physical Infrastructure and Data Center Liquid Cooling
- Liquid cooling becoming essential as AI servers proliferate
- Vendor M&A could surge from Charter’s new Cox deal
- RAN Stabilizes in 1Q 2025, According to Dell’Oro Group
- CNAPP Market to Expand to Nearly $8 B by 2029, Outpacing Public-Cloud Spend at a 22 Percent CAGR, According to Dell’Oro Group
- Dell’Oro Group Launches New Virtual Broadband Network Gateway Advanced Research Report
- Cisco, Juniper, and Extreme Top the Cloud-Managed LAN Market, According to Dell’Oro Group
- The tariff problem Google doesn’t want to talk about
- Why China is so far ahead on private wireless, and other interesting 5G tidbits
- Copper-to-optics technology eyed for next-gen AI networking gear
- Avoid Challenges when Planning for Wi-Fi-7
- Fiber broadband is probably worry free from tariffs
- Ericsson was saved by Börje Ekholm – now his future looks in doubt
- Cisco, HPE highlight tariff impact on tech
- Trump’s tariffs could slow the pace of cable network upgrades
- Worldwide Telecom Capex to Decline at a 2 percent CAGR, According to Dell’Oro Group
- Google Cloud WAN wants to simplify global networking
- Tariffs are sure to hurt more for smaller RAN vendors
- The big 5G problem – SA migration, and the urgent quest for new revenue
- Private Wireless Stronger Than Expected in 2024, According to Dell’Oro Group
- China and America are racing to develop the best AI. But who is ahead in using it?
- Corning amps up data center focus with new fiber products
- The Status of Optical Transport Equipment
- The slice is right
- Dell’Oro has noted that Nokia will move up to 2nd place in optical after closing on Infinera
- Is The AI Boom Headed For Its ‘Dark Fiber’ Moment?
- Nokia isn’t wasting time putting Infinera assets to work
- 20 powerful women shaping the networking industry
- Vendors see sizable opportunities beyond rural broadband
- Data center investments surged to $455B last year: report
- Optics, not GPUs, are Nvidia’s big GTC news
- AI Demand Fuels Server and Storage Component Revenues to Record $244 Billion in 2024, According to Dell’Oro Group
- What is the market for sovereign SASE?
- Here’s why Google is spending $32B on Wiz
- Corning wants to cut copper out of the data center
- Google kauft Cloud-Security-Spezialisten Wiz
- SASE Gains Momentum in 4Q 2024 as SD-WAN Revenue Rebounds, According to Dell’Oro Group
- Data Center Capex Surged 51 Percent to $455 Billion in 2024, According to Dell’Oro Group
- AT&T highlights network’s need for speed in latest 1.6TB trial
- Open RAN 2025 Outlook: A Rebound in Progress?
- F5 CEO: We’ve Flipped ‘Several Hundred’ Citrix Netscaler Customers
- Hazardous waters lie ahead for the broadband equipment market
- Cloud-Friendly Network Security Solutions Grow 18 Percent to $11 Billion as Hardware Slips 2 Percent in 2024, According to Dell’Oro Group
- Wi-Fi 7 APs Surge to 11 Percent of Shipments in 4Q 2024, According to Dell’Oro Group
- Signs of Life as 2H24 Spending on Broadband Equipment Increases 6 Percent from 1H24, According to Dell’Oro Group
- Record-Breaking Ethernet Data Center Switch Sales Fueled by Robust AI Buildouts and a Recovery in Traditional Front-End Networks, According to Dell’Oro Group
- RAN Down $9 Billion, According to Dell’Oro Group
- Nokia’s $2.3bn Infinera acquisition expands data centre ambitions
- NVIDIA’s record profit puts an end to DeepSeek concerns, launching next-generation products
- CommScope Unveils AI-Driven Solutions for Enterprise Networking
- MWC’s dirty little secret: A traffic slowdown. Will AI help?
- Lumen taps Ciena to supercharge AI network capacity
- Emerging Markets Drive Microwave Transmission Revenue Up 7 Percent in 4Q 2024, According to Dell’Oro Group
- Cisco replants itself in the data center
- Might Mist be a casualty of HPE’s Juniper lust?
- Optical Transport Equipment Market Ends the Year Strong in 4Q 2024, According to Dell’Oro Group
- Apple to return production to the U.S. for 75 trillion yen, excluding iPhones due to rising costs
- Here’s how enterprises can dull HPE-Juniper drama
- Nokia notches notable AT&T IMS network core nod
- Here’s how the US could boost its RAN scene
- Leadership change won’t derail MaxLinear’s DOCSIS 4.0 push
- Data center spending to top $1 trillion by 2029 as AI transforms infrastructure
- Mobile Core Network Market Growth Declines in 4Q 2024, Ending the Year at -4 Percent Growth, According to Dell’Oro Group
- Data Center Capex Boom on AI
- Juniper CEO: ‘I am disappointed and somewhat puzzled’ by DOJ merger rejection
- AI spending review: data centre splurge called into question
- Three factors influencing global Wi-Fi 7 adoption
- Internet upgrade part of a move towards 400/800G connectivity
- Internet upgrade part of a move towards 400/800G connectivity
- What’s next for HPE’s Juniper ambitions?
- Will telecom be priced out with Trump’s tariffs?
- Four US IT companies continue to invest aggressively after DeepSeek, AI becomes competitive axis
- Cloud RAN to Take Share from Purpose-built RAN, According to Dell’Oro Group
- AT&T makes nice with Nokia for 5G voice upgrade
- ‘Fiercely Competitive’ Network Security Market to Hit $38 billion by 2029
- Market for AI Accelerators to Reach $382 Billion by 2029, According to Dell’Oro Group
- Strong Rebound Expected in Front-End Data Center Switch Deployments in 2025, According to Dell’Oro Group
- Data Center Capex to Surpass $1 Trillion by 2029, According to Dell’Oro Group
- Dell’Oro Group Raises Market Forecast for Data Center Liquid Cooling and Rack Power Distribution
- Cloudbrink’s latest SASE deal shows fight against Zscaler
- 5G Mobile Backhaul Transport Market Forecast to Grow at 12 Percent CAGR, According to Dell’Oro Group
- SASE Market to Nearly Double Again by 2029, Reaching $17 Billion, According to Dell’Oro Group
- Data Center Switch Sales in AI Back-End Networks to Exceed $100 B Over the Next Five Years, According to Dell’Oro Group
- Pushback Against US DOJ’s Decision to Block HPE’s Acquisition of Juniper
- Bad broadband beats keep hitting Comcast. Can wireless save it?
- Network Security Market to Hit $38 Billion by 2029: Cloud, AI Drive Growth
- Ethernet Campus Switch Revenues Bounce Back to Exceed $20 Billion in 2025, According to Dell’Oro Group
- Network Security Market to Reach $38 Billion by 2029, Fueled by Cloud- and AI-Driven Security, According to Dell’Oro Group
- Broadband Equipment Spending Expected to Peak at $19.2 B in 2028 Driven by Ongoing DOCSIS 4.0 and Rural Broadband Expansions, According to Dell’Oro Group
- Network security tool defects are endemic, eroding enterprise defense
- WLAN Market Will Surge to Double-Digit Growth in 2025, According to Dell’Oro Group
- High End Router Market Forecast to Grow at 4 Percent CAGR, According to Dell’Oro Group
- RAN Equipment Market to Remain Uninspiring, According to Dell’Oro Group
- Mobile Core Network Market 5-Year Forecast CAGR Remains in Negative Territory, According to Dell’Oro Group
- Dell’Oro: 4G and 5G FWA revenue grew 7% in 2024; MRFR: FWA worth $182.27B by 2032
- 4 cybersecurity trends to watch in 2025
- 5 hot network trends for 2025
- Optical Transport Equipment Market to Return to Growth Following 2024 Correction, According to Dell’Oro Group
- Distributed Cloud Networking Market Will Accelerate to $17 Billion by 2028, Driven by AI and Hybrid Cloud, According to Dell’Oro Group
- Fixed Wireless Access Equipment Spend to Exceed $48 B Over the Next Five Years, According to Dell’Oro Group
- Is 2025 the year optical fiber makes a comeback?
- AT&T and Verizon tipped to roll out 5G SA – for real this time – in 2025
- 4 cybersecurity trends to watch in 2025
- Can HPE integrate Juniper opportunities?
- Could water unlock the floodgates for faster fiber deployment?
- Here’s what 2025 has in store for private 5G deployments
- Microsoft plans to pour $80B into cloud data centers
- There’s a new kind of convergence in town: Wi-Fi + private cellular
- Next-gen Wi-Fi to trade ludicrous speed for the boring art of actually working
- If 2024 is an indicator, AI will be huge for fiber in 2025
- SASE Market Hits $2.4 Billion, Top Vendors Tighten Market Share Grip
- AI Accelerator Revenues Soar 130 Percent in 3Q 2024, According to Dell’Oro Group
- Hyperscale Capex Surges 82 Percent in 3Q 2024, Fueled by AI Infrastructure Spending, According to Dell’Oro Group
- Data Center Physical Infrastructure Market Gets AI Boost in 3Q 2024, According to Dell’Oro Group
- Tips for Enterprises Evaluating Wi-Fi 7
- Top Six SASE Vendors Own 72 Percent of $2.4 B 3Q 2024 Market, According to Dell’Oro Group
- 3Q 2024 Campus Switch Market Plummets Again, but Arista, NETGEAR and Ubiquiti Buck the Trend, According to Dell’Oro Group
- DOCSIS infrastructure spending rebounds in Q3
- Network Security Hardware Stabilizes in 3Q 2024, but SaaS and Virtual Are the Growth Engine Moving Forward, According to Dell’Oro Group
- $2.3 B in Revenue Signals Continued Recovery for Enterprise WLAN in 3Q 2024, According to Dell’Oro Group
- Broadband Equipment Spending Increased for the Second Straight Quarter, Up 5 Percent Y/Y, According to Dell’Oro Group
- Data Center Switch Sales Hit Record High in 3Q 2024, Bolstered by AI Infrastructure Buildouts, According to Dell’Oro Group
- IBM optical chip prototype aims to speed AI computing and slash data center energy demands
- Big Tech Increases Spending on Infrastructure Amid AI Boom
- Ulf Andersson to join Teleste amid North American cable upgrade push
- Optical Transport Equipment Market Declined 18 Percent in 3Q 2024, According to Dell’Oro Group
- Big tech on track to pour more than $180B into data centers this year
- NVIDIA’s revenue increases by 90% in August to October, beating expectations on strong AI semiconductor sales
- Could Harmonic see success under Ciena? Some investors say yes
- Mobile Core Network Market Bounces Back Up 12 Percent in 3Q 2024, According to Dell’Oro Group
- High End Router Market Declined 19 Percent in 3Q 2024, According to Dell’Oro Group
- Cooling tech made for space heads to data centers
- Ericsson finally reaches TIPping point and joins
- Nvidia, SoftBank plot big rewards from AI in the RAN
- RAN Market Down 10 to 20 percent 1Q-3Q24, According to Dell’Oro Group
- Campus NaaS market set for growth with startups leading the charge
- Will Competition Position Satellite Communications for a Greater Network Resiliency Role?
- CNAPP Market Grows 42 Percent in 2Q 2024 as Cloud Security Remains a Top Concern, According to Dell’Oro Group
- AT&T Gateway Automatically Fails Over from Fiber to 5G
- Campus NaaS Startups Poised to Grab Larger Share of the Pie, According to Dell’Oro Group
- Large Scale AI Clusters to Fuel More Growth in Coherent Optical Transceiver Shipments, According to Dell’Oro Group
- Hyperscalers are buying what Lumen is selling
- Data Center Directions: Servers and Infrastructure for Generative AI Fuel Future Growth
- Here’s what Nvidia’s OCP contributions tell us about AI’s progress
- Here’s what Nvidia’s OCP contributions tell us about AI’s progress
- Juniper Networks unveils Secure AI-Native Edge solution
- 6G RAN to Approach $30 B by 2033, According to Dell’Oro Group
- Hurricane Helene Communications Outages Show Need for Greater Network Resilience
- Does AI give InfiniBand a moment to shine? Or will Ethernet hold the line?
- What’s next for CrowdStrike on the road to repair its reputation?
- This is why vendors are hurting
- AI Accelerated Servers Fuel Growth in Data Center Spending
- Telecom Capex Down 10 Percent in 1H24, According to Dell’Oro Group
- DOCSIS 4.0 demystified: Here’s how cable deployments are really going
- Vultr’s AMD deal boosts accelerator diversity in the data center
- Broadcom declares open season for ‘unified’ DOCSIS 4.0 silicon
- Nokia and ZCorum enter into an agreement to facilitate fiber introduction for cable operators
- Accelerated Servers Propelled Data Center Capex to 46 Percent Growth in 2Q 2024, According to Dell’Oro Group
- New wireless DOCSIS tech could give cable a helping hand
- Cloud AI building boom propels server, storage market to record highs
- Air Wireless extends bridge between DOCSIS and wireless
- Ethernet Campus Switch Revenues Plunge by 30 Percent in 2Q 2024, According to Dell’Oro Group
- Zscaler, Palo Alto, Cisco Face Slowdown In Key Cybersecurity Market
- AI Infrastructure Race Drives GPUs and Accelerators to $54 Billion in 2Q 2024, According to Dell’Oro Group
- SASE Growth Slows to 10 Percent in 2Q 2024 as Economic Pressures Weigh, According to Dell’Oro Group
- Private Wireless RAN Revenues up 24 percent in 2Q 2024, According to Dell’Oro Group
- Bullish NVIDIA: Sales up 80% in August-October as AI investment momentum continues
- Network security market breaks streak of declining growth in Q2: Dell’Oro Group
- Nvidia eyes data center Ethernet as its next multi-billion-dollar biz
- The AI Growth Cycle for the Data Center Physical Infrastructure Market Started in 2Q 2024, According to Dell’Oro Group
- The AI Spending Spree, in Charts
- Cloud-Native Network Security Up 17 Percent, Hardware Down 2 Percent as Network Security Market Hits $5.9 B in 2Q 2024, According to Dell’Oro Group
- AI Infrastructure Buildouts Propel Swift Recovery in Ethernet Data Center Switch Market in 2Q 2024, According to Dell’Oro Group
- Wi-Fi 7 Surges as WLAN Market Shows Signs of Recovery in 2Q 2024, According to Dell’Oro Group
- Verizon snaps up Frontier for $20B in bid to bolster fiber broadband base
- Broadband Equipment Spending Trending Upward, Despite Being Down 8 Percent Y/Y, According to Dell’Oro Group
- AT&T might not want Nokia open RAN, but does love its fiber
- AT&T extends olive branch to Nokia with new fiber contract
- Microwave Transmission Market Further Impaired by Slow 5G Roll Outs in 2Q 2024, According to Dell’Oro Group
- AI test bed proposal for DoE a good first step: Analyst
- Excess inventory is the culprit of router equipment nosedive
- Optical Transport Equipment Market Declined 19 Percent in 2Q 2024, According to Dell’Oro Group
- Mobile Core Network Market Cratered 15 Percent in 2Q 2024, Hits Historic Low, According to Dell’Oro Group
- Spending on Service Provider Routers Pulled Back Sharply in 2Q 2024, According to Dell’Oro Group
- The worst of the telecoms recession could be behind us
- Cisco to slash more jobs, merge networking unit
- Mobile Networks Market Sees ‘Glimmer of Hope’ After Long Decline
- Cisco cuts workforce for third time in 2 years, pursues AI
- The lack of 5G standalone networks slows RedCap deployment
- RAN Market Still Down with Some Glimmer of Hope, According to Dell’Oro Group
- Big Tech groups say their $100bn AI spending spree is just beginning
- Here’s what AWS, Microsoft and Google’s capex plans mean for data center growth
- Lumen’s got its eye on the AI gold rush
- North America Leading the Open RAN Movement, According to Dell’Oro Group
- Expect a Boom in Data Centers Purpose-built for Power Hungry AI Workloads, Researcher Says
- AI Deployments to Push Data Center Physical Infrastructure Market over $50 B by 2028, According to Dell’Oro Group
- SASE Growth Diverging: SSE to Outpace SD-WAN Revenue Nearly Two to One, According to Dell’Oro Group
- AI Buildouts Will Drive GPU and Other Accelerator Revenues at 38 Percent CAGR for Next Five Years, According to Dell’Oro Group
- Mobile Backhaul Transport Market Forecasted to be $24.5 Billion Over Next Five Years, According to Dell’Oro Group
- A Cato Networks IPO could test the waters for other vendors
- Roundup: Dell’Oro forecasts 77% CAGR for home Wi-Fi 7, Intel & Extreme team up, Plume IQ’s latest insights
- Exploring Telco Enterprise Fixed Wireless Access (FWA) Services
- AI Infrastructure Spending Forecast to Be Over a Trillion Dollars Over the Next Five Years, According to Dell’Oro Group
- Ethernet Adapter and Smart NIC Market to Exceed $16 Billion by 2028, According to Dell’Oro Group
- Cable’s Fight with Fixed Wireless
- The Economist: What are the threats to the $1 trillion artificial intelligence boom
- Data center liquid cooling market heats up
- Network Security Market to Hit $40 B by 2028 with Cloud-Based Solutions Driving the Growth, According to Dell’Oro Group
- Cost-Effective Wi-Fi 7 Models Will Drive New Technology’s Adoption over Next Five Years, According to Dell’Oro Group
- Harnessing DPUs & How DPUs are Changing Data Centers
- The U.S. Wanted to Knock Down Huawei. It’s Only Getting Stronger
- Campus Switch Revenues Will Plunge in 2024, According to Dell’Oro Group
- Broadband Equipment Spending Expected to Grow at 2 Percent CAGR Over Next Five Years, According to Dell’Oro Group
- Dell’Oro: Don’t expect 5G-Advanced to fuel a RAN resurgence
- Frontier, Nokia take 100G out on test drive
- Optical Transport Equipment Market to Grow at 2 Percent CAGR for Next Five Years, According to Dell’Oro Group
- It’s going to be a ‘miserable summer’ for CrowdStrike lawyers
- CrowdStrike and Wiz CNAPP growth outpaced Palo Alto Networks in Q1
- RAN Forecast Revised Downward, According to Dell’Oro Group
- Service Provider Router and Aggregation Switch Market Poised for Growth After Inventory Correction, According to Dell’Oro Group
- Why developing AI costs so much
- Front-end Networks Will Account for More than $100B in Data Center Switch Sales Over the Next Five Years, According to Dell’Oro Group
- Data Center Liquid Cooling Market Set to Go Mainstream and Top $15 B over the Next Five Years, According to Dell’Oro Group
- Is Nokia eyeing more optical deals post-Infinera?
- Nokia picks Infinera to boost its optical networking arm
- Cloud security is hot right now. That’s good news for startup Wiz.
- Why 5G mobile core forecasts keep slipping
- CNAPP Market to Surge to $6 Billion by 2028 As Enterprises Play Catch-up on Cloud Security, According to Dell’Oro Group
- AI Back-End Networks to Drive $80 B of Data Center Switch Spending Over the Next Five Years, According to Dell’Oro Group
- Mobile Core Network Market Woes Continue, Market Forecast to Decline 10 Percent, According to Dell’Oro Group
- Oh Canada! Rogers trials Ericsson’s cloud RAN at a Blue Jays game
- Cisco’s campus Ethernet switch revenues drop, while Arista’s rise in Q1 2024
- Nokia buys optical vendor Infinera for $2.3 billion
- Optical networking challenges gain attention as AI networking demands rise
- Vertiv adds Direct Expansion Cooling Unit
- Exclusive: AWS to follow Nvidia into high-power AI silicon with Trainium3 chip
- Campus Ethernet Switch Revenues Crash to a Two-Year Low in 1Q 2024, According to Dell’Oro Group
- Insatiable Demand for GPUs and Accelerators Pushed Data Center Semiconductor and Component Market Up 152 Percent in 1Q 2024, According to Dell’Oro Group
- Cable Operators Expected to Spend $10 B on Outside Plant Equipment Through 2030, According to Dell’Oro Group
- Accelerated Servers Accounted for More Than Half of Server Sales in 1Q 2024, According to Dell’Oro Group
- SASE market revenue surges in Q1, Zscaler takes lead
- What’s next for CommScope now that it bought Casa Systems
- SASE Market Surges 23 Percent in 1Q 2024: 17th Quarter of 20+ Percent Growth, According to Dell’Oro Group
- AI Design Shifts Slow Data Center Physical Infrastructure Market in 1Q 2024, According to Dell’Oro Group
- Network Security Growth Stalls As Industry Continues Shift From Hardware to Cloud and Virtual-Based Solutions, According to Dell’Oro Group
- What’s the deal with falling data center switch sales?
- Juniper Networks SD-WAN, SASE gain AI advantages
- Juniper Mist a Bright Spot Amidst WLAN Market Carnage, According to Dell’Oro Group
- Data Center Switch Sales Decline for First Time in More Than Three Years, According to Dell’Oro Group
- Dell’Oro Group Launches New Data Center Liquid Cooling Advanced Research Report
- CommScope scoops up Casa Systems’ cable cache
- What European Telcos’ Funding Woes Mean for U.S. Businesses
- Cable’s Continuing Shift to Fiber
- Cable CPE Shipments Hit 20-Year Low Amid Rising North American Broadband Subscriber Losses, According to Dell’Oro Group
- Integration of IoT, AI in Industry 4.0 poses risks for private networks
- Flexential CEO warns network could be cloud’s next coveted resource
- For data center networks, AI brings enormous potential and massive disruption
- Optical Transport Equipment Market Forecast to Decline in 2024, According to Dell’Oro Group
- 1Q 2024 Mobile Core Network Market Drops 10 Percent Amid Economic Challenges, According to Dell’Oro Group
- Huawei, Ericsson, Nokia continue to lead dour RAN market
- Cable’s secretive ‘NRoC’ project explores way to run 5G on HFC
- Vecima flies high on DAA revenue
- Microwave Transmission Market Declined 8 Percent in 1Q 2024, According to Dell’Oro Group
- RAN Market Still a Disaster, According to Dell’Oro Group
- More cable cos are plotting FDX for DOCSIS 4.0 roadmap – ATX
- Could GPU power levels break the data center ecosystem?
- More cable cos are plotting FDX for DOCSIS 4.0 roadmap – ATX
- HPE’s new Aruba Wi-Fi 7 access points aim to supercharge IoT at the edge
- Why the AI Industry’s Thirst for New Data Centers Can’t Be Satisfied
- Will Nokia and Ericsson see green shoots in 2H24? We asked analysts
- Nokia’s PON demo down under is ‘next step’ to 100G
- Fiber wasn’t always the darling: Remember Google Fiber and FiOS
- Dell’Oro: New ‘Campus NaaS’ enterprise LAN segment driving innovation & growth
- Private Wireless RAN Revenues up ~40 Percent in 2023, According to Dell’Oro Group
- Scientists ride new fiber wavelengths for terabit speed
- Intel CEO claims Gaudi 3 GPU offers lower TCO than Nvidia H100
- Analyst Finds AI Boom Lifts Hyperscale Cloud Spend, Propels Data Center Infrastructure, As NVIDIA Presides
- Hyperscalers are a bigger threat to Nvidia’s market share than AMD, Intel
- Casa Systems to sell off its cable and 5G core/RAN businesses
- HPE-Juniper’s AI story resonates, but customer concerns linger
- Microsoft, OpenAI plan $100B Stargate AI data center, eases reliance on Nvidia
- Campus NaaS and Public Cloud-Managed LAN Revenues to Exceed $12 B in 2028, According to Dell’Oro Group
- Amazon Bets $150 Billion on Data Centers Required for AI Boom
- CoolIT ramps its manufacturing capacity by 25x
- Corning’s new multi-strand fiber connector helps ISPs lay cable in small spaces
- Telecom Capex Declined in 2023 as Operators Scale Back on 5G, According to Dell’Oro Group
- Coherent lights the way to massive AI clusters with optical circuit switches
- Nvidia dominates GPU market with AI-ready machines
- Akamai to Deploy Advanced AI Across its Global Edge Network
- Nvidia’s radio ambitions: Do AI RANs dream of 6G?
- AI Server Explosion Drove Accelerator Revenues by 224 Percent in 2023, According to Dell’Oro Group
- AI hype will be hard to puncture
- Campus Switch Market Declines 4 Percent as Backlog Normalizes, According to Dell’Oro Group
- Nvidia’s Blackwell-based SuperPOD beast is big news for liquid cooling
- Nokia brings scale and efficiency to the metro edge with new portfolio of application-optimized optical network solutions
- Broadband Equipment Spending Drops 9 Percent in 2023, According to Dell’Oro Group
- AI Investments to Lift Hyperscale Cloud Capex 17 Percent in 2024, According to Dell’Oro Group
- Vecima jumps on virtual CMTS wave
- Record Year for Data Center Physical Infrastructure Market with 16 Percent Growth for 2023, According to Dell’Oro Group
- Is DOCSIS 3.1+ Just for Small Cablecos – Or Will the Big Guys Use It Too?
- Juniper growth outshines Cisco, HPE in slowing WLAN market
- Nvidia’s 1,000-watt chips will be hot – who can cool them?
- SASE Market Jumps 31 Percent and Hits $8.4 Billion for 2023, According to Dell’Oro Group
- WLAN Revenues Plummet 26 Percent in 4Q 2023, According to Dell’Oro Group
- Arista steals data center switch crown from Cisco in Q4
- Network Security SaaS and Virtual Solutions Soar While Hardware Falls, According to Dell’Oro Group
- Cloud Service Provider Spending on Ethernet Data Center Switches Declined for the First Time in Three Years, According to Dell’Oro Group
- Optical Transport Market Declined 6 Percent in 4Q 2023, According to Dell’Oro Group
- The future is bright. The future is open RAN.
- Why Businesses Should Watch Wi-Fi-7 Closely
- What Can Wi-Fi 7 Do for K–12 Schools?
- Nokia launches new 5G mmWave receiver to add capacity to Fixed Wireless Access networks
- MaxLinear Launches Single Chip for 5G Open RAN Radio Units
- Inventory Correction Causes High End Router Market Slowdown in Second Half of 2023, According to Dell’Oro Group
- 4Q 2023 Mobile Core Network Market Has Worst Performance Since 1Q 2017, According to Dell’Oro Group
- Microsoft develops AI server gear to lessen reliance on Nvidia
- RAN Market Shows Faint Signals of Life in 4Q 2023, According to Dell’Oro Group
- 5 Years of 5G: The Best is Yet to Come
- Telus partners with Samsung to build Canada’s first 5G virtualised RAN, Open RAN network
- Satellite Operators Team to Pursue Direct-to-Device Opportunity
- Will HPE eliminate Juniper Networks’ SASE in favor of Aruba plus Axis?
- Harmonic has a blueprint for multi-gig MDUs
- Challenging Open RAN Conditions Not Impacting Long-term Forecast, According to Dell’Oro Group
- Broadband Equipment Spending Expected to Pick Up 2nd Half of 2024, According to Dell’Oro Group
- AI Power and Cooling Requirements Lift Data Center Physical Infrastructure Market to Over $46 Billion in 2028, According to Dell’Oro Group
- Astera Labs uses CXL to accelerate AI, expand memory
- Smart NIC Market to Exceed $5 Billion by 2028, According to Dell’Oro Group
- Campus Switch Sales to Surpass $100 B Between 2024 and 2028, According to Dell’Oro Group
- AI Infrastructure Focus is Delaying Front-End Network Deployments, According to Dell’Oro Group
- WLAN Vendors Headed for Rocky Waters as Market Set to Contract 9 Percent in 2024, According to Dell’Oro Group
- AI is the Catalyst for Data Center Spending as Dell’Oro Predicts an 18 Percent CAGR Over Next 5 Years, According to Dell’Oro Group
- SASE Market to Skyrocket to Over $16 Billion by 2028, According to Dell’Oro Group
- Data Center IT Semiconductor Market to Grow to $286 Billion by 2028, According to Dell’Oro Group
- Virtual and SaaS Based Network Security to Grow at a 16 Percent CAGR As Enterprises Shift Away from Physical Appliances, According to Dell’Oro Group
- Mobile Core Market Stagnant Due to Lack of 5G Standalone Deployments, According to Dell’Oro Group
- Terabit speeds will drive DWDM market to $18B, Dell’Oro says
- RAN Decline to Extend Beyond 2023, According to Dell’Oro Group
- Will Ethernet or InfiniBand be the star of data center AI networking?
- New Generation of Coherent DSPs to Drive Optical DWDM Market to $18 Billion by 2028, According to Dell’Oro Group
- AI Workloads Require New Network Buildouts Expanding Data Center Switch Market by 50 Percent, According to Dell’Oro Group
- Fixed Wireless Access Equipment Spend to Exceed $40 B Over the Next Five Years, According to Dell’Oro Group
- Analysis: HPE’s Juniper acquisition reinforces AI operations & hybrid Cloud as Wi-Fi networking imperatives
- Jio completes its 5G SA roll out
- Ciena tech takes OPTK network speeds to 400G
- Airspan is in turmoil, but it has a plan
- Impact of HPE’s US$14 billion buy of Juniper huge: Dell’Oro Group
- What does the cloud have in store for telecom vendors in 2024?
- What does the cloud have in store for telecom vendors in 2024?
- HPE writes $14B check for Juniper Networks to boost AI networking
- Comcast Leads DOCSIS 4.0 and Extended 3.1 Rollouts in 2023
- Why successful SASE implementations rely on consultants and professional services
- Dell’Oro predictions: SASE market to hit $10B in 2024, Zscaler and Cisco continue as leaders
- Expect a BEAD Broadband Slowdown in 2024
- Comcast, CommScope turned cable’s wheels in 2023
- Arista: AI and cloud networking portend bright future, but high-level execution required
- AI Boosts the Server Semiconductor and Component Market to 29 Percent Growth in 3Q 2023, According to Dell’Oro Group
- Nokia’s Uitto responds to static about radio cooling tech
- Windstream, Nokia tout successful 800G trial on single wavelength
- Equinix enables data center liquid cooling for AI at scale and overall IT efficiency
- How Fast-Growing SASE Market Will Impact Cybersecurity Stocks
- Amazon, Meta, and Enterprise Spend to Drive Data Center Capex to 11 Percent Growth in 2024, According to Dell’Oro Group
- The Party Is Still On for the Campus Switch Market as Vendors Fulfill Backlogs, According to Dell’Oro Group
- AT&T’s $14 Billion Ericsson Deal Signals Open Networks’ Arrival
- How and why AT&T selected Fujitsu radios for 5G
- Cable access revenues dip 18% amid spending slowdown – Dell’Oro
- Early AI Deployments Contribute to Data Center Physical Infrastructure Market in 3Q 2023, According to Dell’Oro Group
- VMware layoffs (and other cuts) start as Broadcom takes over
- Global Broadband Access Equipment Spend Plummets to a Two-Year Low, According to Dell’Oro Group
- Enterprises Can’t Get Enough SASE as Spending Grows 33 Percent in 3Q 2023, According to Dell’Oro Group
- Supply chain ghosts haunt North America’s optical equipment market
- Sluggish High-End Firewall Sales in 3Q 2023 Weigh Down Network Security Market, According to Dell’Oro Group
- North American Optical Transport Market Declined in 3Q 2023, According to Dell’Oro Group
- From Vision to Reality: Breaking Down the Connectivity Landscape with Jeff Heynen
- Rumor: AT&T may dump Nokia
- Cloud Service Provider Switch Sales Slow as They Shift Focus to AI and Digest Existing Capacity, According to Dell’Oro Group
- Why Amazon and Nvidia Need Each Other
- Party is Over for WLAN Market as Revenues Contract in 3Q 2023, According to Dell’Oro Group
- Casa Systems boasts ‘breakthrough’ in extended spectrum DOCSIS
- All roads won’t lead to DOCSIS 4.0
- Down to the wire: Broadcom, VMware megadeal doesn’t get chopped by China
- Mobile Core Network Market is on a Roller Coaster Ride, Dips Big in 3Q 2023, According to Dell’Oro Group
- Ribbon offers for trial its 1.2T wavelength 9408 platform
- The RAN Dive in North America is Not Over, According to Dell’Oro Group
- File-transfer services, rich with sensitive data, are under attack
- Dell’Oro Group Launches New AI Networks for AI Workloads Advanced Research Report
- Verizon touts efficiencies achieved with Intel-Samsung vRAN
- LiquidStack CEO: Customers want 4X more liquid cooling capacity than vendors have
- CommScope remains bullish on DOCSIS 4.0 upgrades despite drop in customer orders
- Ciena surpasses 100,000 WaveLogic 5 800G shipments
- Telecom Server Market to Grow 19% CAGR Over the Next 5 Years Driven by NFV and Edge Use Cases
- RAN Investments to Top $0.4 Trillion by 2030
- Embedding zero trust in the data centre
- Broadcom will miss VMware acquisition deadline (but it’s close)
- Will Nvidia’s AI dominance shake up the public cloud ‘big three’?
- Marvell kickstarts the 800G coherent pluggable era
- Coherent Optical Transceiver Shipments to Grow at 17 Percent CAGR, According to Dell’Oro Group
- Ericsson likes to talk about open RAN in 3 categories
- Cable industry pushes next generation of cable tech, with Colorado leading the way
- Juniper delivers distributed data-center security protection, firewalls
- Industry Analysts Predict Accelerating Shift to Direct-to-Chip Liquid Cooling for Expanding and New Data Centers
- Open RAN revenue falls but 5G remains on track
- After More Than Four Years, Has 5G Lived Up to Expectations?
- With the explosion of interest in generative AI and LLMs, how can businesses adapt their existing IT infrastructure?
- Getting your data centers AI-ready
- Do data centers have enough juice to power the AI revolution?
- Open RAN market unfolding as some analysts predicted
- Op-Ed: Tough questions for Casa Systems
- ATX revamps Cisco nodes to make them DOCSIS 4.0 ready
- Vantiva to acquire CommScope Home Networks
- CommScope’s Vantiva deal a ‘net positive’ for DOCSIS 4.0 deployments: Dell’Oro
- Worldwide Telecom Capex to Drop 7 Percent by 2025, According to Dell’Oro Group
- Cloud hyperscalers weigh what to build, buy for AI advantage
- Op-Ed: Will Splunk go clunk for Cisco?
- Dell’Oro Group Launches New Coherent Optics Advanced Research Report
- Open RAN—where are we vs. where we’re going
- Generative AI Drives Accelerator Market to Triple-Digit Growth in 2Q 2023, According to Dell’Oro Group
- CommScope launches vCMTS just in time for hybrid DOCSIS
- Data Center Physical Infrastructure Market Up 15 Percent in 2Q 2023 as Vendor Backlogs Continue to Grow, According to Dell’Oro Group
- The future of the cloud sure looks like it’ll be paved in even more custom silicon
- Cloud capex down as US bigwigs enter digestion phase
- Virtual Firewall Revenue Up 51 Percent While High-End Firewall Revenue Fell Off a Cliff in 2Q 2023, According to Dell’Oro Group
- AI Investments Not Enough to Offset Hyperscale Digestion Cycle, Cloud Capex Down 2 Percent in 2Q 2023, According to Dell’Oro Group
- Supply Constraint Easing and Higher Price Points Boost Campus Switch Market Up 60 Percent in 2Q 2023, According to Dell’Oro Group
- SASE Market Sizzles with 38 Percent Revenue Growth in 2Q 2023 and Topped $2 Billion for the First Time, According to Dell’Oro Group
- Hyperscalers choose Arista over Cisco for data center switches
- Enterprise DPU advances are spurred by AI, security, networking apps
- Exclusive: Dell’Oro says Huawei remains top vendor as revenues trend flat in 1H23
- SP Router Market Jumps 16 Percent with Record Revenue Growth in 2Q 2023, According to Dell’Oro Group
- North American Broadband Access Equipment Spending Drops to Lowest Levels in Nearly Two Years, According to Dell’Oro Group
- Enterprise Spending Drives Record-Breaking 2Q 2023 Data Center Switch Sales, According to Dell’Oro Group
- Ciena: Q3 revenue at $1.07B with 40% increase from hyperscalers this fiscal year
- The future of AI in Africa
- Cisco and HPE Gain Market Share in 2Q 2023 as WLAN Growth Hits Ten-Year High, According to Dell’Oro Group
- Campus Switch Sales Forecast: 2023 Looks Strong; 2024 Maybe Not
- Open RAN and vRAN Revenues Decline for First Time in 2Q23, According to Dell’Oro Group
- Everything you wanted to know about data center cooling (but were afraid to ask)
- Reevaluating the cable-fiber rivalry: Much ado about nothing?
- E-Band Microwave Transmission Shipments Grew 77 Percent in 2Q 2023, According to Dell’Oro Group
- Global RAN market experiences major decline
- Summer of AI: Hyperscale, Colocation Data Center Infrastructure Focus Tilts Slightly Away From Cloud
- RAN market downturn steeper than expected: Dell’Oro
- Plume launches intelligent home security offering
- AI at the Data Center
- Mobile Core Network Market Returns to Growth in 2Q 2023, According to Dell’Oro Group
- Optical Transport Market Beats Growth Expectations Again in 2Q 2023, According to Dell’Oro Group
- RAN Declines at the Fastest Pace in Seven Years, According to Dell’Oro Group
- Summer of AI: Hyperscale, Colocation Data Center Infrastructure Focus Tilts Slightly Away From Cloud
- Editor’s corner: Could DOCSIS 4.0 rollouts be delayed?
- European cable operators are moving to fiber: how and why
- Dell’Oro predicts hyperscalers will capture 9% of 5G SA workloads, amid gloomier overall picture
- Mobile- and Cloud-First Enterprise to Fuel $58 B Distributed Cloud Networking Market, According to Dell’Oro Group
- AI demands 5x more fiber in the data center
- AOI amps up its cable biz
- Hyperscale Cloud Providers to Capture 9 Percent of the 5G SA Workloads Market in 2027, According to Dell’Oro Group
- Why data centers need to invest in infrastructure to meet AI demands
- Service Provider Router Market to Total $77 Billion over the Next Five Years, According to Dell’Oro Group
- More Enterprises Opt for Single-Vendor SASE Solutions
- Private Wireless RAN Revenues Accelerate in The Second Quarter, According to Dell’Oro Group
- AI Workloads to Accelerate Data Center Physical Infrastructure Growth Trajectory, According to Dell’Oro Group
- Extreme Networks is coming for Cisco, HPE market share
- Cable operators can get to 8 Gbps without end-to-end DOCSIS 4.0
- AI’s rise in data centers sparks hope and caution among CISOs
- AI Expectations in the Data Center Are High but Still Unproven
- Are cloud carbon calculators full of ‘hot air’? We asked the experts.
- Broadband equipment market to eclipse $120B by 2027 – Dell’Oro
- Immersion cooling tech is hot. What are hyperscalers waiting for?
- Single-Vendor SASE to Grow Twice as Fast as Multi-Vendor SASE, According to Dell’Oro Group
- Despite 2023 Slowdown, Cumulative Broadband Equipment Spending Expected to Exceed $120 B Between 2022 and 2027, According to Dell’Oro Group
- Smart NIC Market to Grow at a 42 Percent CAGR Through 2027, According to Dell’Oro Group
- Enterprise Class Wi-Fi 7 Revenues Will Exceed $5 B in 2027, According to Dell’Oro Group
- AI Infrastructure Investments Will Lift Data Center Capex to Over $500 Billion by 2027, According to Dell’Oro Group
- 5-Year Network Security Forecast Revised Upward On Strength of Campus Edge, According to Dell’Oro Group
- AI is poised to take over the data center
- Campus Switch Sales to Exceed $100 B Between 2023 and 2027, According to Dell’Oro Group
- $18 Billion Microwave Transmission Equipment Revenue Over Next Five Years, According to Dell’Oro Group
- Optical transport equipment outlook jumps to $83B in five years
- Cisco, Arista, HPE, Intel lead consortium to supersize Ethernet for AI infrastructures
- Dell’Oro strikes a more downbeat Open RAN pose
- Microsoft goes big on SSE – Here’s what that means for Cisco, Palo Alto
- 5-Year Open RAN Forecast Revised Downward, According to Dell’Oro Group
- 20 Percent of Ethernet Data Center Switch Ports Will Connect to AI Servers By 2027, According to Dell’Oro Group
- $83 Billion of Optical Transport Equipment Revenue in Next Five Years, According to Dell’Oro Group
- Case Studies: How Smaller Cable Operators Are Capitalizing on Fiber
- Core network market revenue tipped to slow
- Case Studies: How Smaller Cable Operators Are Capitalizing on Fiber
- RAN Market to Decline at a 1 Percent CAGR Through 2027, According to Dell’Oro Group
- Slower Subscriber Growth to Cut Mobile Core Network Market Growth, According to Dell’Oro Group
- Dell’Oro: Bright Future for Campus Network As A Service (NaaS) and Public Cloud Managed LAN
- Apple gives the private wireless 5G industry a helping hand
- 6 tips to grow your own SD-WAN and SASE talent
- Nokia leans on Red Hat for open 5G core
- Campus NaaS Revenues to Reach $609 M by 2027, According to Dell’Oro Group
- Data Center Physical Infrastructure Sales Soar
- How Zscaler finally topped Cisco in the SASE revenue race
- Dell’Oro Group Launches New Distributed Cloud Networking Advanced Research Report
- Enormous Campus Switch Backlog Release Propels Unprecedented Market Growth, According to Dell’Oro Group
- DC thermal management, power kit is getting easier to find and a lot more expensive
- Global Data Center Capex Decelerates to 8 Percent Growth in 1Q 2023, According to Dell’Oro Group
- Nokia thinks 800G offers a chance to steal share in data center interconnect market
- Zscaler leads network security market away from hardware
- Easing Supply Chain Constraints Boosted Data Center Physical Infrastructure (DCPI) Market to 18 Percent Revenue Growth in 1Q 2023, According to Dell’Oro Group
- Cable access spending rises as DAA action heats up
- Single-Vendor SASE Revenue Climbs 55 Percent in 1Q 2023 as More Vendors Become a One-Stop Shop, According to Dell’Oro Group
- Barracuda urges customers to replace compromised ESG appliances immediately
- Broadband Equipment Spending Increased 7 Percent Y/Y, Despite Signs of Slowing Subscriber Growth, According to Dell’Oro Group
- Enterprise Shift from Network Security Hardware to Cloud-Friendly Alternatives Continues in 1Q 2023, According to Dell’Oro Group
- Ethernet Adapter Market Correction Underway in 1Q 2023, According to Dell’Oro Group
- Arista reaps rewards of record Q1 data center switch sales: Dell’Oro
- Arista reaps rewards of record Q1 data center switch sales: Dell’Oro
- Data center switch sales again set record in 1Q 2023: Dell’Oro
- Extraordinary SP Router Market Growth Fueled by Unleashed Component Supply in 1Q 2023, According to Dell’Oro Group
- $2.7 B of WLAN Revenues Marks Eleven Quarters of Y/Y Growth, According to Dell’Oro Group
- How the industry can kickstart 5G open RAN adoption
- Higher Prices and Backlog Release Catapulted Data Center Switch Sales to a New Record Level in 1Q 2023, According to Dell’Oro Group
- Why observability is critical to SD-WANs of the future
- Optical transport revenue rose 8% in Q1 – Dell’Oro
- Nvidia grabs US funding for data center cooling research as AI impacts rise
- Optical transport sales take unexpected jump in 1Q 2023: Dell’Oro
- What’s wrong with the MEC market?
- Improving Component Supply Drives Optical Transport Market Growth in 1Q 2023, According to Dell’Oro Group
- Open RAN and vRAN Growth Slowed in 1Q 2023, According to Dell’Oro Group
- Ethernet turns 50, but its voyage has only begun
- MEC Market Fails to Materialize, Expectations Lowered More Than 20 Percent for 2023, According to Dell’Oro Group
- India drives global RAN sector growth
- Dell’Oro digs into NaaS market growth indicators, inhibitors
- Dell’Oro digs into NaaS market growth indicators, inhibitors
- Why Fiber is Cable’s Best Bet for Bridging the Digital Divide
- RAN Still Slow but Stronger Than Expected in 1Q 2023, According to Dell’Oro Group
- Microwave Transmission Equipment Market Forecasted to Grow 5 Percent in 2023, According to Dell’Oro Group
- To quench AI’s thirst, the way we build, operate datacenters needs to change
- AI Spending Will Cloud Chip Slowdown
- Cloud service providers slow spending on data center capex
- Dell’Oro says DOCSIS 4.0 upgrades could take longer than expected
- Dell’Oro Group Launches New Campus NaaS and Public Cloud-Managed LAN Advanced Research Report
- Cable Outside Plant Equipment Spend to Exceed $9.9 B Through 2030, According to Dell’Oro Group
- CommScope noted slower order rates in Q1, but expects fiber and cable business to pick up
- Keeping fiber shortages in check
- Verizon could be a sleeping giant in US fiber expansions
- Telecom Companies Pin 5G Hopes on Private Industrial Networks
- Aruba introduces a simplified NaaS offering
- Cloud is the magic word for Viavi’s new SASE solution test
- Adtran might be the canary in the CPE inventory correction coalmine
- 400G reigns supreme in the data center
- Why Microsoft is really abandoning evaporative coolers at its Phoenix DCs
- Optical vendors insist demand strong despite Lumentum warning
- Cisco lays groundwork for 800G networks as AI, 5G and video traffic demands grow
- Worldwide Telecom Capex to Decline in 2023, According to Dell’Oro Group
- Open RAN deployments
- Global SASE game scores 3rd consecutive growth year
- Remote PHY or MAC PHY? Vecima’s ready for either, or both
- Dell’Oro Group Launches New Data Center IT Semiconductors and Components Advanced Research Report
- SASE Continues to Roll with Revenue up 34 Percent to Top $6 Billion in 2022, According to Dell’Oro Group
- Charter’s DOCSIS 4.0 pieces fall into place with Harmonic, Vecima deals
- Cable access purchasing stays steady as PON goes gangbusters – Dell’Oro
- Cisco Elevates Campus Switch Market to Record Heights in 4Q 2022, According to Dell’Oro Group
- Higher ASPs Push Data Center Physical Infrastructure Market Up 10 Percent in 2022, According to Dell’Oro Group
- WLAN Revenues Hit Record $3B as Prices Peak
- Wave of telecom data breaches highlight industry’s weaknesses
- Global Data Center Capex Grew 15 Percent to $241 Billion in 2022, According to Dell’Oro Group
- Dell’Oro Group Launches New Cable Outside Plant Advanced Research Report
- Enterprises Can’t Get Enough SSE as Revenue Rockets 38 Percent in 2022, According to Dell’Oro Group
- Record Year for Broadband Equipment Spending, with Revenue up 17 Percent Y/Y in 2022, According to Dell’Oro Group
- SmartNIC, DPU Revenue Forecast To Grow 30% In 2023
- What is power over Ethernet (PoE)?
- Strong SP Router Market Growth in North America and CALA in 2022, According to Dell’Oro Group
- Cisco Unleashes a Surge of WLAN Shipments in 4Q 2022, According to Dell’Oro Group
- Is this the year 100GE NICs go mainstream? If you’re into AI, it might be
- Dell’Oro says $100M+ private wireless supplier revenue is small
- Ethernet Adapter Market Grew 40 Percent in 2022, According to Dell’Oro Group
- Tech Giants Go Cloud-Native Shopping
- Data Center Switch Sales Broke a New Record in 4Q 2022 and Full Year 2022, According to Dell’Oro Group
- Tech Giants Are Chipping In Fast on AI
- BTR Interview: 9 broadband industry questions for Dell’Oro’s Jeff Heynen
- North American Optical Transport Market Grew 14 Percent in 2022, According to Dell’Oro Group
- An open standard threatens to disrupt the cloistered world of wireless networking
- Ciena claims industry first with 1.6 Tbps coherent optic service
- AWS, Microsoft lead the charge in data center sustainability
- Mobile Core Network Market, excluding China, Returns to Growth in 4Q 2022, Growth to Accelerate in 2023, According to Dell’Oro Group
- Wi-Fi Analytics Trends for Enterprise IT
- Microwave Transmission Equipment Market for Mobile Backhaul Grew Seven Percent in 2022, According to Dell’Oro Group
- SMB Market to Drive Significant Unified SASE Growth
- Global RAN market continues to stagnate
- RAN Comes in Below Expectations in 2022, According to Dell’Oro Group
- Cisco beefs up SD-WAN arsenal with new Catalyst edge platform, SASE integration
- Data Center Capex Set to Drop in 2023
- SASE Market to Exceed Over $60 B between 2022 and 2027, According to Dell’Oro Group
- How Low Will Data Center Capex Drop in 2023?
- Strong Network Security Revenue Forecast Through 2023, According to Dell’Oro Group
- CommScope ships 1M amps, foreshadowing DOCSIS 4.0 upgrade wave
- Global Data Center Capex to Reach $400 Billion by 2027, According to Dell’Oro Group
- Private Wireless Projections Revised Downward Again, According to Dell’Oro Group
- Campus Switch Sales to Approach $100 B Between 2023 and 2027, According to Dell’Oro Group
- Sustained Service Provider Router Growth Expected Through 2027, According to Dell’Oro Group
- Accelerated Computing to Push Data Center Physical Infrastructure Market to $35 Billion in 2027, According to Dell’Oro Group
- Ericsson could double the number of cloud-native 5G SA operators in 2023
- Data Center Switch Market to Exceed Well Over $100 Billion between 2023 and 2027, According to Dell’Oro Group
- Smart NIC Market to Approach $2 Billion by 2027, According to Dell’Oro Group
- Broadband equipment sector to hit $20bn in 2027 – Dell’Oro Group
- Wireless LAN Revenue Set to Enter “Digestion Period” in 2024, According to Dell’Oro Group
- On deck for the business of cybersecurity: Fire sales and due diligence
- Broadband network spending set to climb as cable gets its groove back
- Comcast drives almost half of Harmonic’s Q4 revenue
- Broadband network spending set to climb as cable gets its groove back
- Sustained Broadband Spending Expected Through 2027, According to Dell’Oro Group
- Dell’Oro revises global Open RAN outlook upwards
- Verizon, Dish drive open RAN in the US, Dell’Oro finds
- 5-Year Open RAN Forecast Revised Upward, According to Dell’Oro Group
- Mobile Backhaul Transport Market Forecast to Grow to $5.3 Billion by 2025, According to Dell’Oro Group
- Optical transport equipment market to remain on growth track through 2027: Dell’Oro
- Optical Transport Equipment Market to Grow at 3 Percent CAGR through 2027, According to Dell’Oro Group
- Cloud-native standalone 5G launches grew through late 2023
- Dell’Oro Group Sees SSE Surge, SD-WAN Slowdown
- 5G RAN is Growing but Total RAN Growth is Slowing over Next Five Years, According to Dell’Oro Group
- CNAPP: what it is and how it could change the cloud security landscape
- Interoperability key in ’23 as SASE spend remains split
- Mobile Core Network Market to Reach over $50 billion by 2027, According to Dell’Oro Group
- Will the Broadband Ecosystem Save Telecom in 2023?
- Intel Launches Sapphire Rapids After 4 Delays – Is It Worth It?
- 6 security experts on what cyberthreats they expect in 2023
- The Technology Letter: CHECK POINT CEO SHWED: YOU DON’T PICK YOUR BATTLES, THEY PICK YOU
- Why the Industry Needs SASE Standards
- Top SASE Stories of 2022
- Looking ahead: What’s next in the cable access network
- Microsoft a dark horse contender as SASE revenue tipped to hit $8B in 2023: Dell’Oro
- Strong Enterprise Demand Drives SASE Growth 33 Percent in 3Q 2022, According to Dell’Oro Group
- Cybersecurity outlook 2023: Consultants cite 6 trends
- MEF aims to simplify SASE, Zero Trust with new industry standard
- Easing Supply Chain Catapulted Campus Switch Sales to New Record High in 3Q 2022, According to Dell’Oro Group
- Hyperscale Data Center Capex on Track for 28 Percent Growth in 2022, According to Dell’Oro Group
- Record Level 3Q 2022 Wireless LAN Revenues Defy Ongoing Supply Problems, According to Dell’Oro Group
- Data Center Physical Infrastructure Accelerates to 11 Percent Growth in 3Q 2022 as Orders Outpace Sales, According to Dell’Oro Group
- MEF Introduces First SASE Standard and Zero Trust Framework
- Network Security Maintains Strong Revenue Growth for Eighth Consecutive Quarter, According to Dell’Oro Group
- SONiC builds muscle for enterprise-network service in 2023
- N. America clings to cable as PON spending jumps 27% in Q3: Dell’Oro
- Broadband Equipment Spending Remains at Record Levels in 3Q 2022, According to Dell’Oro Group
- High Demand Led to Double-Digit Growth in North America’s Service Provider Router Market in 3Q 2022, According to Dell’Oro Group
- Datacenter switching surged everywhere except Europe last quarter
- Data Center Switch Sales Hit a New Record in 3Q 2022, According to Dell’Oro Group
- Component shortages cause 6% decline in 3Q22 optical transport systems sales: Dell’Oro
- Open RAN Beats Expectations Again in 3Q 2022, According to Dell’Oro Group
- Ethernet Adapter Market Surpassed $1 B for the Third Consecutive Quarter, According to Dell’Oro Group
- Where is AWS in the cybersecurity conversation?
- Mobile Core Network Market Declines Once More in 3Q 2022, According to Dell’Oro Group
- Optical Transport Market Declined 6 Percent in 3Q 2022, According to Dell’Oro Group
- RAN Declines Again, According to Dell’Oro Group
- Hyperscaler Security ‘Continues to Evolve,’ Dell’Oro Says
- Microwave Transmission Shipments Hold Strong Through 3Q 2022, According to Dell’Oro Group
- Feeding Frenzy: Cable Moves to a High-Fiber Diet
- Cable Operators Opt to Virtualize, Dell’Oro Finds
- 100% of cable cos say they’ll be doing this within 2 years
- New Survey Finds that Global Cable Operators Remain Highly Committed to Virtualizing Their Broadband Networks, According to Dell’Oro Group
- Dell’Oro Says Demand for 400G Routers Rising Rapidly
- Fixed Wireless Access Equipment Spend to Exceed $25 B Over the Next Five Years, According to Dell’Oro Group
- Digital Transformation Will Drive KVM and Serial Console Server Market to Over $1 Billion in 2026, According to Dell’Oro Group
- Big backlogs, cloud cash shield server makers from economic turmoil – for now
- Edge Data Center Growth Will Push Telecom Server Market to $14 B by 2026, According to Dell’Oro Group
- What to Expect When You’re Expecting Rural Broadband
- Huawei Posts Rare Climb in Revenue as Business Stabilizes
- Can Huawei thrive despite American sanctions?
- ZTNA a Cut Above VPNs for Remote Network Access, Dell’Oro Says
- Nokia’s CEO touts the 5G radio access network opportunity in India
- IT Spend to Secure Cloud Workloads to Exceed $50 B Over the Next Five Years, According to Dell’Oro Group
- Ericsson, Nokia win India 5G deals, but Samsung makes crucial headway
- Cisco targets telcos, hyperscalers alike with new 800G switches
- Cisco powers up Nexus switch, offers 800GB optic modules
- Qualcomm samples open RAN products
- Firewall Sales Surge 14 Percent to Nearly $3 B in 2Q 2022, According to Dell’Oro Group
- Shortages force network vendors into creative product redesigns
- Growth Accelerates to 9 Percent in 2Q 2022 as Data Center Physical Infrastructure Demand Remains Resilient, According to Dell’Oro Group
- Dell’Oro: SASE Sees Strong Q2 Surge
- SASE Bucks Economic Uncertainty with Over 30 Percent Growth in 2Q 2022, According to Dell’Oro Group
- Intel Sees Time as Major Net-Zero Challenge
- Open RAN is falling a long way short of its promise
- US Hyperscalers Propelled Data Center Capex to New Heights in 2Q 2022, According to Dell’Oro Group
- Sub-7 GHz 6G Revenues to Reach $10 B to $20 B by 2030, According to Dell’Oro Group
- Despite Supply Constraints, Ethernet Adapter Market Has Record Quarter at $1.2 B in 2Q22, According to Dell’Oro Group
- 400G Drove North America’s Service Provider Router Market to Double-Digit Growth in 1H22, According to Dell’Oro Group
- Broadband Equipment Spending Reaches Record Levels in the Second Quarter, According to Dell’Oro Group
- Hyperscalers and Clouds Switch up to High Bandwidth Ethernet
- Dell’Oro Group and SDxCentral Launch First Virtual Event Dedicated to SASE and Cloud Workload Security
- Campus Switch Sales Beat Expectations in 2Q 2022, According to Dell’Oro Group
- Dell’Oro Worldwide Wireless LAN market at new high in 2Q-2022; IDC reports 20.4% annual growth for enterprise segment
- How to Deliver Perfect Wi-Fi to the Masses
- MaxLinear eyes Broadcom gateway share with new AnyWAN chips
- Cisco, Arista Drive Record Data Center Ethernet Switch Market
- Open RAN Crushes Expectations in 1H22, According to Dell’Oro Group
- HPE Aruba and Juniper Mist Navigate Component Shortages to Gain Share, According to Dell’Oro Group
- Staggering 2Q Data Center Switch Sales Drive Market to Record Levels for the Quarter and First Half of the Year, According to Dell’Oro Group
- Why Middle Mile Networks Matter to Enterprise IT
- Microwave Transmission Equipment for Mobile Backhaul Grew 5 Percent in 2Q 2022, According to Dell’Oro Group
- Scuffle over 6 GHz band raises questions about Wi-Fi 6E, FWA
- High Demand Drove North American Optical Transport Equipment Market up 10 Percent in 2Q 2022, According to Dell’Oro Group
- China Outstrips Rest of World for Mobile Core Networks Growth in 2Q 2022, According to Dell’Oro Group
- RAN market loses steam in first half of 2022: Dell’Oro
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- RAN Disappoints in 2Q 2022, According to Dell’Oro Group
- 400 Gbps to Drive SP Router Growth, Enabling Telco and Cloud Expansion, According to Dell’Oro Group
- Lumentum gains ASIC design team in IPG Photonics acquisition
- Network security spending to remain strong into 2026 – Dell’Oro
- Enterprise adoption of smartNICs faces challenges
- Economic uncertainty can’t stop cloud growth
- Fast Fiber Networks Have Quietly Won the Broadband War
- Network Security Sales to Exceed $150 Billion Over the Next Five Years, According to Dell’Oro Group
- Smart NICs to Drive Ethernet Adapter Market to $5 Billion by 2026, According to Dell’Oro Group
- Wireless LAN Backlogs Pile up to 10X Normal Levels, According to Dell’Oro Group
- Hyperscalers to Lift Data Center Capex to $377 Billion in 2026, According to Dell’Oro Group
- Dell’Oro Group Announces Appointment of Research Director, Wireless LAN
- Encevo stays resilient post-attack, but it’s still assessing the data damage
- Sustainability Initiatives to Drive Data Center Physical Infrastructure to $31 Billion in 2026, According to Dell’Oro Group
- SASE Market to Hit $13B by 2026: Dell’Oro
- Public Cloud 5G Workloads to Grow at 88 percent CAGR, $4.6 Billion over Five Years, According to Dell’Oro Group
- Total SASE Market to Nearly Triple by 2026, According to Dell’Oro Group
- Who is buying Open RAN? Market sizing, outlook
- BROADBAND Dell’Oro raises its predictions for broadband spending
- Fiber Fuels Broadband Spend Boom, Dell’Oro Finds
- Broadband Spending Boom Will Push Market to $23.4 B in 2026, According to Dell’Oro Group
- Dell’Oro tips 5G to fuel wireless backhaul demand
- Open RAN and vRAN Forecast Revised Upward, According to Dell’Oro Group
- CityFibre taps Nokia to assist in XGS-PON network overhaul
- Future 5G Roll Outs to Drive Demand for Microwave Transmission Equipment, According to Dell’Oro Group
- Nokia brings future-proof fiber solution to cable operators with launch of new Lightspan SF-8M sealed remote node
- Data center switch spending to total $100B by 2026, despite challenges – Dell’Oro
- Campus Switch Sales to Exceed $95 B Over the Next Five Years, According to Dell’Oro Group
- Optical Transport DWDM Equipment Market to Surpass $17 Billion by 2026, According to Dell’Oro Group
- Private Wireless Forecast Adjusted Downward, According to Dell’Oro Group
- RAN revenue tipped to top $40B by 2026
- Data Center Switch Market to Approach $100 B Over the Next Five Years, According to Dell’Oro Group
- Industry Headwinds to Decrease Mobile Core Network Market Growth, According to Dell’Oro Group
- Despite External Challenges – RAN Still Expected to Surpass $40 B by 2026, According to Dell’Oro Group
- SSE, SASE Revenues Snowball, Dell’Oro Finds
- Dell’Oro: SASE revenue grew 30% in Q1 2021
- SASE’s Security Services Edge Market Heats Up 40 Percent in 1Q 2022, According to Dell’Oro Group
- Nokia targets ‘network-in-a-box’ for broadband builders in a hurry
- Cisco Live Is all About Unified Experience, No More ‘Speeds and Feeds’
- Small Cells Still Growing Faster Than Macro RAN in 1Q 2022, According to Dell’Oro Group
- ASP Increases Drive 6 Percent Data Center Physical Infrastructure Growth in 1Q 2022, According to Dell’Oro Group
- Dell’Oro: Supply Constraints Tighten Grip on Data Center Growth
- Data Center Capex Grew at the Fastest Rate in Three Years in 1Q 2022, According to Dell’Oro Group
- 400G Drove Service Provider Router Growth in the Americas in 1Q 2022, According to Dell’Oro Group
- Wireless kit hit by supply chain woes in Q1, China lockdowns blamed
- Higher ASPs Drove 7 Percent Growth in 1Q 2022 Campus Switch Revenue, According to Dell’Oro Group
- Fiber Broadband Spending Remains Resilient, Despite Supply Chain Constraints, According to Dell’Oro Group
- Harmonic’s new DAA node upgrade kit raises questions about Cisco’s roadmap
- Ethernet Adapter Market Surpasses $1 B in 1Q 2022, According to Dell’Oro Group
- Supply Constraints Plague Wireless LAN Market in 1Q22, Likely Worsen in 2Q22, According to Dell’Oro Group
- Datacenter switching surged in Q1, but it won’t last forever
- Data Center Switch Sales Grew 16 Percent Year-over-Year in 1Q 2022, According to Dell’Oro Group
- Americas pull 1Q22 optical transport market above the waterline: Dell’Oro
- Dell’Oro: North American optical transport revenue up 25% in Q1 2022
- North America Optical Transport Equipment Market Grew 25 Percent in 1Q 2022, According to Dell’Oro Group
- China 5G Deployments Drive Mobile Core Networks to Growth in 1Q 2022, According to Dell’Oro Group
- VMware a Broadcom Target, Report States
- Charter CEO says the idea that fiber is superior is ‘just dead wrong’
- RAN revenue rises relax in Q1
- Intel plans immersion lab to chill its power-hungry chips
- Open RAN Revenue Surged in 1Q 2022, According to Dell’Oro Group
- Putting Broadband Internet on the Map
- RAN Misses Estimates in 1Q 2022, According to Dell’Oro Group
- The CF List: 2022’s 20 Top SD-WAN Providers You Should Know
- Microwave Transmission Equipment Market Grew 7 Percent in 1Q 2022, According to Dell’Oro Group
- Is Intel’s 2040 Net-Zero Commitment Really Net-Zero?
- Pressure mounts for NTIA to waive IIJA “Buy American” rule for ISPs
- AMD’s Xilinx-enhanced Epycs are right up the alley of datacenter builders
- Cablelabs 10G Showcase demos portend expanded DOCSIS 4.0 deployments
- Private 5G: Its use in enterprises faces challenges
- mmWave revenue slows but optimism remains
- Doubt creeps into the mmWave business case
- Comcast, Charter push DOCSIS 4.0 limits in CableLabs showcase
- DOCSIS 4.0 breakthrough could enable ESD cascades without performance loss
- Corning aims to cut fiber lead times by adding manufacturing capacity
- Top Considerations for Enterprise Use of Fixed Wireless Access
- Verizon Bolsters 5G Private Network, MEC Efforts
- Clearfield® FastPass™ Approach Puts Time on Your Side with In-Cassette Splicing as FDH Deployments Accelerate
- Will the Data Center Industry Grow Sustainably?
- Versa SASE Slides Into S-Net Communications
- Cable’s DOCSIS 4.0 choices could come down to timing, not just technology
- Equipment, Worker Shortage Could Delay Fiber Buildout
- Who’s selling SASE and what do you get?
- Analysts think copper is likely to linger in US despite fiber frenzy
- Do 5G providers need to own a fiber network too?
- Worldwide Telecom Capex Growth to Taper Off in 2023, According to Dell’Oro Group
- How to transition from non-standalone 5G to standalone 5G
- VMware, Cato, Versa Claim Unified SASE Title
- Why the internet backbone didn’t bend to the pandemic
- Despite Supply Constraints Data Center Physical Infrastructure Market Grew 11 Percent in 2021, According to Dell’Oro Group
- Co-Packaged Optics Years From Practicality, Experts Say
- Marek’s Take: 2022 is the year of peak 5G spending
- Remote OLT sales activity spotlights cable’s growing focus on fiber
- SASE Alters Market Landscape with 37 Percent Growth in 2021, According to Dell’Oro Group
- Dell’Oro – Global broadband access equipment revenue totals $16.3B in 2021
- Fiber Surge Drives Record-Breaking Year for Broadband Access Equipment Market, According to Dell’Oro Group
- Digital Transformation Initiatives Drove Campus Switch Sales to Record Levels in 2021, According to Dell’Oro Group
- Op-Ed: Open RAN Bares Weaknesses at MWC 2022
- Service Provider Router and Switch Market Surpassed Pre-pandemic Levels in 2021, According to Dell’Oro Group
- Global SD-WAN market rose 35% in 2021
- Arista Drove Record 2021 Data Center Switch Sales
- What’s next for Ethernet?
- Pent-up Demand Fueled SD-WAN Market to a Record Level in 2021, According to Dell’Oro Group
- Cloud Expansion to Lift Data Center Capex Double-Digits in 2022, According to Dell’Oro Group
- Wi-Fi 6E scarcity has enterprises delaying upgrades until Wi-Fi 7 gear ships
- How Western sanctions will hurt Russian telecom and tech
- Ethernet Adapter Market Smashes Previous Record to Reach $935 Million in 4Q 2021, According to Dell’Oro Group
- 400GBPS IS THE NEW NORMAL FOR NETWORKS
- ‘Cyberattacks Will Spill Over’: As Russia Brings War To Europe, U.S. Data Centers Brace For Impacts
- As market awaits 50G PON, window opens for 25G PON: Dell’Oro analyst
- Data Center Switch Sales Hit Record Levels in the Fourth Quarter and Full Year 2021, According to Dell’Oro Group
- Worldwide optical transport systems sales down 2% in 2021 but headed for rebound: Dell’Oro
- Verizon’s big advantage teeters on the edge of MEC
- Optical market set to bounce back following 2% slide in 2021: Dell’Oro
- $15 Billion Optical Transport Equipment Market Declined 2 Percent in 2021, According to Dell’Oro Group
- Amazon Erodes to the Core of Telecommunications Carriers, “Out of Common Sense” beyond Rakuten mobile
- The Circular Economy for Enterprise Computing Gear is Evolving
- Mobile Core Network Stagnant in 2021, Poised for Growth in 2022, According to Dell’Oro Group
- RAN Growth Slows in 4Q 2021 – Still Grows More Than 10 Percent in 2021, According to Dell’Oro Group
- Mobile Backhaul with Microwave Transmission Equipment Grew 9 Percent in 2021, According to Dell’Oro Group
- Great Resignation Shines a Spotlight on Insider Threats
- Cox’s multi-billion fiber plan raises questions about the future of DOCSIS
- T-Mobile tees up FWA in 62 US cities
- Will Citrix Share McAfee-FireEye’s Fate?
- XGS-PON Moves Center Stage
- Aruba Rides NaaS Wave, Adapts to SASE Bifurcation
- An Eight-Step Plan to Updating Your Network Disaster Recovery Plan
- Blog: US mobile, fixed internet fight heats up
- Research predicts enterprises will skip Wi-Fi 6E entirely
- Data center capex on the rise despite cloud momentum
- Cisco, HPE, Huawei Lead ‘Return-to-Growth’ Campus Switch Market
- ‘Users will bypass Wi-Fi 6E in favor of Wi-Fi 7’: Tam Dell’Oro on Wireless LAN forecast
- Samsung, Amdocs deploy private CBRS network for Howard University
- Telecom and Cloud Operators to Invest $76 Billion on IP Infrastructure from 2022 through 2026, According to Dell’Oro Group
- Vecima, AWS claim first with DAA public cloud proof-of-concept
- AT&T sees Wi-Fi 6E potential for in-home wireless backhaul
- Supply Constraints Set to Dent Wi-Fi 6E Outlook, Warns Analyst
- Private networks tipped for 5G domination
- Chip supply problems might mean Wi-Fi 6E is skipped over for Wi-Fi 7, says analyst
- Private Wireless Weaker Than Expected in 2021, According to Dell’Oro Group
- Cisco combines private 5G and Wi-Fi for enterprises
- T-Mobile says its FWA service is stealing subs from fiber, cable
- Cisco wades into private 5G market
- Supply Constraints “A Pin in the Balloon” for Wi-Fi 6E, According to Dell’Oro Group
- Higher Speeds Drive Data Center Switch Market to Nearly Double-Digit CAGR, According to Dell’Oro Group
- SaaS- and Virtual-Based Network Security Revenue to Eclipse Hardware by 2026, According to Dell’Oro Group
- Smart NIC Revenues Projected to Reach $1.6 Billion by 2026, According to Dell’Oro Group
- Campus Switch Market Returns to Growth Quicker Than Expected, $100B between 2021 and 2026, According to Dell’Oro Group
- Global Data Center Capex to Reach $350 Billion by 2026, According to Dell’Oro Group
- Cumulative Spending on PON, Cable Broadband Equipment, and Fixed Wireless CPE to Reach $95 B between 2021 and 2026, According to Dell’Oro Group
- This Data Centers ‘Arms Race’ Could Decide Who Commands The Metaverse
- CBRS isn’t living up to expectations – Dell’Oro Group
- CBRS RAN is Behind Schedule, According to Dell’Oro Group
- $17 Billion of Microwave Transmission Equipment Needed over Next Five Years, According to Dell’Oro Group
- Open RAN revenue looks better than ever: Dell’Oro
- Dell’Oro predicts more from open RAN
- Microsoft Shows Meta Won’t Own the ‘Verse
- Carriers With 5G Cores Remain Lonely
- Will Google Debut 800G Data Center Switches in 2022?
- 5G SA adoption not living up to hype – Dell’Oro
- Dell’Oro tips optical transport market to hit $18B by 2026
- AT&T, Verizon likely need C-band before activating 5G SA cores: analyst
- Open RAN on Track Comprise 15 Percent of RAN by 2026, According to Dell’Oro Group
- Equinix Seeks Data Center Sustainability
- Optical Transport Equipment Market to reach $18 Billion by 2026, According to Dell’Oro Group
- MBB to Drive RAN Market Faster Than Expected – On Track to Approach $250 B, According to Dell’Oro Group
- 5G devices exceed 1,200 threshold – report
- Mobile Core Network (MCN) growth to slow due to slow roll-out of 5G SA networks
- Slow Uptake for 5G Standalone Drags on Mobile Core Network Growth, According to Dell’Oro Group
- What Security Tech Will CISOs Buy in 2022?
- The DPU dilemma: life beyond SmartNICs
- Will the cloud business eat the 5G telecoms industry?
- North American service providers take on the cloud, fast fiber and edge investments
- Zero-Trust Interest Explodes Amid High-Profile Attacks, New Threats
- Who leads the global RAN market? Ericsson, says Mobile Experts
- 8 Real Ways CIOs Can Drive Sustainability, Fight Climate Change
- Shortages Stall Q3 Ethernet Adapter Shipments as Demand Surges
- Telecom Kit Market Growth Projected to Curtail in 2022
- Cable network spending a mixed bag in Q3 – Dell’Oro Group
- Broadband access equipment market hits $3.9B in Q3 – Dell’Oro
- Huawei still dominates telecom equipment market
- Ethernet Switch Revenues Reach New High as Cisco Loses Ground
- SaaS-based Network Security Rockets up 26 Percent in 3Q 2021, According to Dell’Oro Group
- 3Q 2021 Campus Switch Sales Catapulted to an All-time High, Despite Supply Challenges, According to Dell’Oro Group
- Strong Demand for Fiber and Fixed Wireless CPE Fuels 7 Percent Y/Y Broadband Equipment Growth, According to Dell’Oro Group
- Supply Chain Constraints Hinder Service Provider Router and Switch Market Growth in 3Q 2021, According to Dell’Oro Group
- Spending for the Hyperscale Cloud Service Providers to Surge 30 Percent in 2022, According to Dell’Oro Group
- 7 tips for network pros navigating the global chip shortage
- Supply chain will challenge US fiber, fixed wireless rural broadband rollouts
- SD-WAN Market Surged 45 Percent to a Record Level in 3Q 2021, According to Dell’Oro Group
- Data Center Switch Sales Soar to Record High, Despite Ongoing Supply Challenges, According to Dell’Oro Group
- Ethernet Adapter Shipments Stalled by Supply Constraints in 3Q 2021, According to Dell’Oro Group
- HPE CEO Waxes HPC, AI Chops
- There’s a 3-6 month wait for WI-Fi 6
- Nokia tapped to automate KDDI’s 5G standalone core in Japan
- Telcos should know by now they’re not the only ones’ – analysts on AWS Private 5G
- Wi-Fi 6 Orders “Through the Roof” but Wireless LAN Market was “Out of Stock” in 3Q 2021, According to Dell’Oro Group
- Microwave Transmission Equipment Revenue Bounced Back in 2021, According to Dell’Oro Group
- 5G Standalone Commercial Launches Accelerate Mobile Core Market, According to Dell’Oro Group
- Private 5G revenues are ‘negligible’ but improving: Dell’Oro
- “There’s nothing like it;” AWS CEO announces Private 5G at AWS re-Invent 2021; Dish Network’s endorsement
- Optical Transport Market Down 2 Percent in First Nine Months of 2021, According to Dell’Oro Group
- Ciena joins Telecom Infra Project’s Disaggregated Cell Site Gateway (DCSG) initiative and is awarded Requirements Compliant Ribbons
- SmartNICs set to infiltrate enterprise network, security worlds
- RAN momentum checked by supply chain squeezes – Dell’Oro
- RAN market tipped to shrug off supply chain woes
- Nokia upgrades 5G testing facility in Mexico
- Supply Chain Is Impacting but Not Derailing RAN Momentum, According to Dell’Oro Group
- Ericsson’s $6.2B Vonage Acquisition Mystifies Analysts
- Supply chain problems may slow midband 5G in the US
- Nvidia Exec: AI Rides on Symbiotic Hardware-Software Relationship
- SD-WAN and security come together like PB&J, says AT&T VP
- Cloud Giant Betting Big on AI Innovation
- LEO Satellite Broadband: Top Considerations for Enterprise IT
- Open RAN in 2022. With large scale carrier commitments in place, what’s next for the Open RAN ecosystem?
- Cable Techies See Big Network Changes Coming
- Microsoft Ramps up Plans to Make Its Data Centers Less Thirsty
- Network and Data Centre Security
- Samsung marries 5G RAN, core with Ciena’s transport
- Micron Gives Memory Biz a $150B Boost
- Optical Networking: How It Works and Why It’s Used
- Can Immersion Cooling Curb Data Center Carbon Footprints?
- The China-U.S. 5G Battle Upends a Telecom Industry Consortium
- Huawei, Ericsson or Nokia? Apple or Samsung? U.S. or China? Who’s Winning the 5G Races
- Harmonic links to Google Cloud Marketplace, debuts flexible MAC setup
- U.S. Set Out to Hobble China’s Huawei, and So It Has
- GCI taps CommScope for DAA push on road to 10 Gbps
- Marvell expands 5nm data infrastructure platform to meet 5G demands
- Arista Expands Its Cognitive Campus With the Latest Generation Wi-Fi 6E Solution
- When Immersion Cooling Is The Only Option
- Full Duplex DOCSIS amplifier chatter heats up
- Vodafone’s open-networks obsession reaches broadband
- Telecom Capex Outlook Confirms Positive Equipment Momentum, According to Dell’Oro Group
- Cisco Exec Riffs On Global 5G Core Delays
- Will $65B Broadband Investment Close the Digital Divide?
- Shift to Cloud and Mobile-Friendly IT will Drive SASE to Double Yearly Through 2025, According to Dell’Oro Group
- Dell’Oro Group Launches New Data Center Physical Infrastructure Research Program
- Data Center Capex to Grow 20 Percent in the Next Four Quarters, According to Dell’Oro Group
- Nokia slashes power usage 75% with new FP5 routing silicon
- Cloud-Delivered Secure Web Gateways Achieve Over 40 Percent Growth in 2Q 2021, According to Dell’Oro Group
- Ignore politics of whitebox radio: Mix and match OpenRAN tech will be 10% of market in 2025, claims analyst
- Data Center Switch Demand Exceeding Supply, Component Shortage Looms, According to Dell’Oro Group
- Comcast focuses on mid-split to get to DOCSIS 4.0, stalls wireless infra plan
- Ericsson, Cisco, Samsung Gain Telco Gear Share as Huawei, Nokia Suffer Losses
- Cable could have a CPE problem if supply chain issues persist
- Amazon and Microsoft Propelled the Smart NIC Market by 51 Percent in 2Q 2021, According to Dell’Oro Group
- Accelerating Fiber Deployments Fuel 7 Percent Y/Y Growth for Broadband Equipment, According to Dell’Oro Group
- SD-WAN Market Recorded 39 Percent Growth for 1H 2021, According to Dell’Oro Group
- The Campus Switch Market Roars back in 2Q 2021, According to Dell’Oro Group
- Service Provider Router and Switch Market Registered Decline in 2Q 2021, According to Dell’Oro Group
- Dell’Oro bumps revenue forecast 50% as open RAN gains steam
- Wireless LAN Sales Hampered by Supply Constraints in 2Q 2021, According to Dell’Oro Group
- Open RAN Forecast Revised Upward, According to Dell’Oro Group
- Analysts: Combined ADTRAN & ADVA will be a “niche player”
- A good year for disaggregated DWDM equipment market – report
- Adtran’s ADVA Buy ‘Complementary,’ but Still a ‘Niche Player’
- ADTRAN, ADVA to merge for metro to access play
- Adtran targets fiber boost with $931M deal to buy Germany’s ADVA
- Dish puts some weight behind G.hn
- Despite trial activity, many operators hesitant on transition to standalone 5G: Dell’Oro Group
- LatAm telecom RAN market returns to growth
- Disaggregated DWDM Equipment Market Up 36 Percent in 2Q 2021, According to Dell’Oro Group
- Dell’Oro: 5G SA indecisions slowing 5G Core network growth
- Dell’Oro expects RAN market to grow 10-15% in 2021
- Dell’Oro: Total RAN market to grow 10-15% in 2021
- 2021 Outlook Upgraded for RAN Market, According to Dell’Oro Group
- CSPs’ Indecisions Slow 5G Core Growth Except for China, According to Dell’Oro Group
- 5G and LTE Drive Mobile Backhaul Microwave Market 16 Percent in 1H 2021, According to Dell’Oro Group
- Cisco’s Campus Switch Dominance Threatened
- Multi-gig PON 101: Q&A with Dell’Oro Group
- Multi-Access Edge Boosted by Flurry of Activity
- Expected slump in broadband spend fails to materialise in 2021, says Dell’Oro
- Comms Infrastructure Investments Set to Soar
- Amazon, Google, Alibaba Drive Data Center Market to the Edge
- Prices of Servers and Other Data Center Equipment Expected to Skyrocket
- Frontier, Lumen, Windstream: supply chain isn’t an issue for us
- Hyperscalers Fuel 400ZR Optical Buzz
- Opportunity Knocks for WESCO’s Broadband Fiber Portfolio
- Dell’Oro: MEC Investments to grow at 140% CAGR from 2020 to 2025
- Mobile Edge Investment Forecast Slashed 39%
- Mobile Edge Investment Forecast Slashed 39%
- MEC Investments to Grow at A 140 percent CAGR from 2020 to 2025, According to Dell’Oro Group
- 5-Year Forecast WLAN Market: In the Right Place at the Right Time
- VMware DPU Collab With Intel, Nvidia Hits Early Access
- Rakuten creates Symphony, expands RCP ambitions
- 5 Year Forecast: Hyperscale and AI to Drive Server Access Speed to 100 Gbps and Beyond
- Chip shortage has networking vendors scrambling
- Marvell’s Innovium Ingestion to Burn Broadcom
- 5-Year Forecast: Server CPU Refresh, Accelerated Computing, and Edge Computing to Drive Future Data Center Spending
- 5-Year Forecast: Full Speed Ahead for Broadband Spending
- 5-Year Forecast: Network Security to Quickly Bounce Back from Pandemic
- Respond, Recover, Rejuvenate: How technology will drive SMB recovery
- Verizon, Samsung fire up 5G vRAN trial with Massive MIMO on C-band
- 5-Year Forecast: Microwave Transmission & Mobile Backhaul Growth Ahead
- ATX plots path to DOCSIS 4.0
- 5-Year Forecast: Enterprise Spending on Network Campus Switches to Recover in 2021 with a Return to 2019 Pre-Pandemic level in 2022
- CBRS 5G RAN Investments to Approach $0.5 B to $1.0 B, According to Dell’Oro Group
- 5-Year Forecast: Data Center Switch Market to Grow 9% CAGR from 2020 to 2025
- Dell’Oro: Mobile Core Network Market 5 Year Forecast
- Dell Oro: Mobile Core Network Market 5 Year Forecast
- 5G core spend is on a roll, says Dell’Oro
- Optical Transport Market Reaches $18 Billion by 2025, According to Dell’Oro Group
- Mobile Core Network Market Revenues CAGR Projected at 3 Percent from 2020 to 2025, According to Dell’Oro Group
- SD-WAN buyers guide: Key questions to ask vendors (and yourself)
- RAN Revenues on Track for a Quarter Trillion by 2025, According to Dell’Oro Group
- FTC Calls Broadcom a Monopolist in ‘Toothless’ Complaint
- What Buying SAS Would Mean for Broadcom
- Infovista takes Ipanema SD-WAN cloud native
- Rethinking Broadband Access Options as Operators Drive 10G PON Deployments
- Altice USA cuts cable uplink speeds 30% to 86% amid fiber push
- Mixed Signals for Europe’s Communications Infrastructure Suppliers
- Campus Switching Market Improves, Chip Shortages Shroud Future
- ‘Rather large’ – 2025 private LTE/5G RAN revenues to top $2bn, rising on China surge
- Cable’s new upstream tech must break through the noise
- 5G NR Private Wireless Revenues to Top $1 Billion by 2025, According to Dell’Oro Group
- New CableLabs specs to drive access network optionality
- Spending recovery in the data center industry
- Router/switch market back to pre-pandemic levels – Dell’Oro
- Enterprise Wireless LAN Market Sees Highest Growth in 8 Years in 1Q21, According to Dell’Oro Group
- Worldwide Data Center Capex Growth Attained Highest Level in Four Quarters in 1Q21, According to Dell’Oro Group
- Dell’Oro: Broadband Access equipment spending increased 18% YoY
- Equipment revenue surged in Q1, hiking hopes for ’21: Dell’Oro
- Global Telecom Gear Market Nears $100B
- Service Provider Router and Switch Market Surged in 1Q 2021, According to Dell’Oro Group
- Campus Switch Market Revenue Rebounded in 1Q 2021, According to Dell’Oro Group
- Cable access market rises on back of new hardware deployments – Dell’Oro
- Continued Strong Fiber Investments Result in 18 Percent Y/Y Growth in Broadband Equipment Spending, According to Dell’Oro Group
- Intel is building an open RAN fortress, but it’s also under attack
- Ethernet Controller and Adapter Revenue Grew 6 Percent as Inventory Correction Eases in 1Q 2021, According to Dell’Oro Group
- Regaining momentum after a tough year for data centers
- Samsung bets on Europe 5G orders to grow network equipment business
- Robust Growth in Network Security and Data Center Appliances Market Rising by Nine Percent in 1Q 2021, According to Dell’Oro Group
- Sales of Data Center Switches Surged in the First Quarter of 2021, According to Dell’Oro Group
- OSFP MSA Announces Release of OSFP 4.0 Specification for 800G Modules
- Ribbon’s Innovative 400G ZR+ Solution Changes Optical Transport Economics
- Ericsson refines private wireless sales pitch
- Mobile Core Network Market Logged Strong Double-Digit Growth in 1Q 2021, According to Dell’Oro Group
- Dell’Oro: Optical Transport Equipment Market Stagnant in 1Q 2021; Jimmy Yu’s Take
- Why the U.S. Rollout of 5G Is So Slow
- Asia-Pacific ‘driving huge growth in open RAN’, says Dell’Oro
- Optical Transport Equipment Market Growth Stagnant in 1Q 2021, According to Dell’Oro Group
- Could Open RAN add $285bn to global GDP this year?
- APAC drives Open RAN growth, market set to be $500M+ this year
- Open RAN Revenue Rises by Five Times in First-quarter 2021: Dell’Oro Group
- OpenRAN spend increased 5x in Q1 2021, driven by APAC – Dell’Oro
- Open RAN revenues forecast to nearly double in 2021
- Open RAN revenue skyrockets in Q1, tipped to double in 2021
- US tech helps power up Thailand’s first smart city
- Microwave Transmission Equipment Market Grew 12 Percent in 1Q 2021, According to Dell’Oro Group
- SiFi Networks is building 10 Gbps open access fiber across U.S.
- OpenRAN healthcheck; is it succeeding in its goals?
- Is Rakuten the Best or Worst Example of Open RAN?
- RAN Is on Fire, According to Dell’Oro Group
- The CF List: 20 Top SD-WAN Providers You Should Know
- CommScope says DAA is ready to roll
- Aryaka scoops up SASE provider Secucloud
- FCC Supply Chain Security Strategy, Risk Of Fiber Shortage, Digital Literacy To Close Digital Divide
- Dell’Oro Group Launches New Private Wireless Advanced Research Report
- Pandemic Spurs Broadband Bump
- ADTRAN streamlines rural broadband delivery with new remote fiber access solution
- U.S. campaign against Huawei appears to be working, as Chinese tech giant loses sales outside its home market
- The Ban on Huawei Helped Revive Ericsson, but Landed CEO in a Tough Spot
- Cisco, Huawei Dominate Down Enterprise Network Market, Dell’Oro Says
- Pandemic pushes enterprise connectivity to take a new path
- Planning for a Rural Broadband Breakout
- Nokia, Key Bridge Wireless forge partnership to deliver enterprise CBRS
- II-VI Wins $7 Billion Coherent Battle in Blow to Lumentum
- Nokia adds integrated SAS to its CBRS offering
- Hyperscale Cloud Data Center Capex is Forecast for 20 Percent Growth in 2021, According to Dell’Oro Group
- Firewalls Shake Off Pandemic with Nine Percent Growth in 4Q 2020, According to Dell’Oro Group
- Cable and FTTH Subscriber Growth Pushes Q4 Broadband Access Equipment Spend Up 3 Percent Y/Y, According to Dell’Oro Group
- Sales of Data Center Switches Down 3 Percent in 2020, According to Dell’Oro Group
- Ethernet Controller and Adapter Revenue Declined 13 Percent in Midst of Inventory Correction in 4Q 2020, According to Dell’Oro Group
- Government Spending Drives Wireless LAN Market to Double-Digit Y/Y Growth in 4Q 2020, Outlook Strengthens, According to Dell’Oro Group
- Huawei cements pole position in 2020 supplier rankings
- The Campus Switch Market Witnessed a Setback in the Fourth Quarter of 2020, According to Dell’Oro Group
- Huawei Loses Cellular-Gear Market Share Outside China
- Ciena Beats on Q1, Despite Depressed Revenues
- Optical Transport Equipment Market Grew 1 Percent in 2020 to $16 Billion, According to Dell’Oro Group
- SD-WAN Market Surged 50 Percent in the Fourth Quarter of 2020, According to Dell’Oro Group
- Vecima scoops up ATX’s ‘GAP’ node tech
- Nokia Intros DelOps, CI/CD Modded for 5G Services
- Mobile Core Networks Market for 2020 Hits Historical High, According to Dell’Oro Group
- Xilinx Brings ‘Unique’ Composability and Flexibility to its New Alveo SN1000 SmartNIC
- Microwave Transmission Equipment Market Declined 6 Percent in 2020, According to Dell’Oro Group
- RAN market smashes expectations in 2020: Dell’Oro
- A second wave of CBRS players await FCC approval
- Radio Access Network (RAN) Market Reach New Record Levels, According to Dell’Oro Group
- Can Cisco, Palo Alto Networks Make XDR, SASE Collide?
- Colt, ADVA Trial Quantum-Safe Network Encryption
- The present and future of network automation
- Total CBRS RAN Investments to Approach $2 B, According to Dell’Oro Group
- Total CBRS RAN Investments to Approach $2 B, According to Dell’Oro Group
- MEC Investments over $18 B Projected over Next Five Years, According to Dell’Oro Group
- Deutsche Telecom Greenlights Nokia for Optical Upgrade
- DISH Selects Aviat for 5G Microwave Wireless Transport
- Analysts bump open RAN outlook
- Open RAN Market Expected to Approach $10 B, According to Dell’Oro Group
- Telecom Virgin Media Business beefs up SASE and cloud security with Zscaler
- Xilinx to Power Fujitsu 5G O-RAN Gear
- Charter splashes some details on its fiber build outs across 24 states for RDOF
- IoT Clock Turned Back by COVID-19
- Cybersecurity Primed for Post-Pandemic Push
- RAN Market Growing at 10-Year High
- China’s approval of Cisco-Acacia deal conditional on fair competition but also an olive branch to Biden
- Dell’Oro Group Announces Appointment of Senior Research Director, Wireless LAN
- Zain Saudi Arabia taps Nokia for 5G FWA
- 7 Layers: Speaking SASE’s Language
- Cisco, VMware, Nutanix Among Biggest Tech Battles of 2020
- Indian telecom equipment procurement take a major dip
- Finland’s Champion Nokia Is Letting the Side Down on Huawei and 5G
- 2020 rewind: WFH takes center stage during Covid-19
- Small cell outlook remains cloudy in US market
- Really Fast Optical Tech Shipments To Triple in 2021, Dell’Oro Predicts
- SD-WAN Market Growth Will Accelerate in 2021, According to Dell’Oro Group
- Pivot to Cloud Fuels Strong Double-Digit Growth in Web App Firewalls and Secure Web Gateways, According to Dell’Oro Group
- Cloud Service Providers to Resume Data Center Capex Expansion in 2021, According to Dell’Oro Group
- Campus Switch Revenue Returned to Year-Over-Year Growth in 3Q 2020, According to Dell’Oro Group
- Charter scores big in Phase I of the FCC’s RDOF auction for rural broadband builds
- Open RAN revenues growing faster than expected: Dell’Oro
- Dell’Oro finds Open RAN equipment revenues are rising faster than expected
- Strong Demand for 25 Gbps Ethernet Adapters Propelled the Market to Highest Revenue in 3Q 2020, According to Dell’Oro Group
- Small Cell Rise Sparks Evolution in Wireless Infrastructure
- SD-WAN Market Continued to Expand at Solid Double-Digit Rates, According to Dell’Oro Group
- Sales of Data Center Switches Returned to Y/Y Growth in 3Q 2020, According to Dell’Oro Group
- 3Q 2020 Broadband Access Equipment Spending Remains Strong, up 1 Percent Y/Y, According to Dell’Oro Group
- 3Q 2020 Wireless LAN Market Sales Rose Y/Y as Government Spend Offset Business Decline, According to Dell’Oro Group
- Finland’s Champion Nokia Is Letting the Side Down on Huawei and 5G
- Mavenir’s mobile core business hits the big time
- Strength in Asia Pacific leads 3Q20 optical transport systems sales to climb: Dell’Oro
- Nokia Brings AI to Cellular Network Edge for Superior 5G Experience
- 5G Core Fuels Growth in Mobile Core Networks, According to Dell’Oro Group
- Optical Transport Equipment Market Grew 9 Percent in 3Q 2020 to $3.8 Billion, According to Dell’Oro Group
- Surging Demand for 5G Accelerates RAN Growth, According to Dell’Oro Group
- Microwave Transmission Equipment Market Increased 6 Percent in 3Q 2020, According to Dell’Oro Group
- Intel AI Buy Highlights Chipmaker Feeding Frenzy
- Vendor chatter for RDOF heats up on earnings calls; service providers are mum
- Marek’s Take: Is open RAN’s bubble about to burst?
- Dell’Oro: SASE Market to Hit $5B by 2024
- Open RAN might not be ready for America’s big 5G push
- SASE market set to explode, says leading analyst
- Wide-Area IoT Infrastructure Investments to Approach $10 B by 2025, According to Dell’Oro Group
- SASE Market to Grow at 116 Percent Compound Annual Growth Rate over Next Five Years, According to Dell’Oro Group
- AI’s Potential Held Back by Hardware Bottlenecks, Dell’Oro Says
- Huawei Shows Signs of Strain From U.S. Pressure on Chips
- Open RAN and the Everest of inflated expectations
- COVID-19 Be Damned, 5G Gear Beats Some Expectations
- Data-Center Strength: Electronic Trading
- Announcement – Dell’Oro Group Launches New SASE Market Advanced Research Report
- Juniper jockeys for position in security space
- Samsung mounts 5G offensive as countries review Huawei networks
- COVID-19 Not Enough to Impact Telecom Capex According to Dell’Oro Group
- Huawei Ban Spurs New Competition for Ericsson, Nokia
- Network Security Market Flat Again at $3.6B as COVID-19 Slump Continues in the Second Quarter of 2020, According to Dell’Oro Group
- Server Capacity Expansion Drove Cloud Capex 17 Percent Higher Y/Y in 2Q 2020, According to Dell’Oro Group
- Total Broadband Access Equipment Revenue Rebounds from Anemic Q1, Led By Strong Investments in PON Infrastructure, According to Dell’Oro Group
- 2Q 2020 Wireless LAN Market Propped Up by Education and Government Spending, According to Dell’Oro Group
- Samsung, Verizon Sign $6.65 Billion 5G Contract
- 25/50/100 Gbps Ethernet Controller and Adapter Revenue Accounted for Half of the Market in 2Q 2020, According to Dell’Oro Group
- Campus Switch Revenue Continued to Slide in 2Q20, According to Dell’Oro Group
- Open RAN Market Expected to Eclipse $5 B, According to Dell’Oro Group
- 2Q 2020 Sales of Data Center Switches Rebounded in China, up Nearly 30 Percent Y/Y, According to Dell’Oro Group
- How COVID-19 Shifted Demand for SD-WAN from Branch Offices to Perimeter
- Are Akamai, Cloudflare SASE Dark Horses?
- 5G Core Network Revenues Expected to Approach $1 B in 2020, According to Dell’Oro Group
- Windstream powers up live 400GbE service with Everstream
- Microwave Transmission Equipment Market Declined 14 Percent Y/Y in First Half 2020, According to Dell’Oro Group
- RAN Market Growth Accelerated in 1H20, According to Dell’Oro Group
- New Technologies Expected to Drive Service Provider Router Market Past $15 Billion in 2024
- Network Security and ADC Market to Grow 6 Percent CAGR from 2019 to 2024
- Spending on Data Center Switches to Grow at a 4% CAGR from 2019 to 2024, Despite the Pandemic
- The Total Campus Switch Market Forecast to Decline at 1 Percent CAGR from 2019 to 2024
- The Total MEC Market to Grow at a 169% CAGR from 2019 to 2024
- Network Equipment Services Market—July 2020 Advanced Research Report
- Total CBRS RAN Investments to Approach $1.5 B to $2.0 B, According to Dell’Oro Group
- Dell’Oro Group Launches New Open RAN Advanced Research Report
- Broadband Access Equipment Spending to Drop 7% in 2020
- Samsung Primed for 5G Foray as U.S., China Brawl Over Huawei
- RAN market poised to eclipse $200B: Dell’Oro Group
- Worldwide Data Center Capex to Grow 6 Percent CAGR by 2024
- Radio Access Network Investments to Surpass $0.2 Trillion
- Optical Transport Market to Expand for many more Years, Reaching nearly $18 Billion, According to Dell’Oro Group
- Worldwide Mobile Core Network Market Revenue Projected to Grow at 8 Percent over The Next Five-Year in 2024, According to Dell’Oro Group
- Is HPE Gunning for Cisco?
- Operators, Vendors Scramble for Standalone 5G Cores
- Charter throws its hat into RDOF ring, which could be bad news for CenturyLink and Frontier
- Four CBRS predictions
- Understanding Power-over-Ethernet Deployments
- Verizon tests 5G SA core, plans to start shifting traffic later this year
- SD-WAN Market Expected to Increase 168 Percent by 2024, According to Dell’Oro Group
- Will Most Edge Providers Fall Into the Abyss?
- Data Center Switch Revenue Plunged in the First Quarter of the Year, According to Dell’Oro Group
- Report: COVID-19 supply chain issues put damper on SD-WAN sector in Q1
- SD-WAN Market Decelerated in the First Quarter of 2020, According to Dell’Oro Group
- China leads the way as mobile network core market proves resilient
- 1Q 2020 Wireless LAN Market Softens, Cloud-Managed Sales Surge, According to Dell’Oro Group
- The Mobile Core Network Market Grew 10 Percent Year Over Year to Nearly $8 Billion for The Trailing Four Quarters Ending in 1Q20, According to Dell’Oro Group
- Oracle looking to sell 5G core to network operators
Events
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- RCR Wireless Telco AI Forum 2025 PANEL
- CSI Awards 2025
- Fiber Connect 2025
- FFB Week 12 – Where do we go from here? North American Broadband Deployment Trends
- AI and Network Convergence: Transforming Global Connectivity
- RCR Wireless Wi-Fi Forum 2025
- OFC Conference 2025
- Cable Next-Gen Technologies & Strategies 2025
- RCR Wireless Wi-Fi Forum 2025
- 6G Evolution Summit
- 2024 OCP Global Summit
- MeterUp 2024
- MEF Global NaaS 2024
- Open RAN Summit | AI-RAN: The Next Innovation in Radio Access Network Technology
- Delivering PON Fiber and DOCSIS on a Converged Broadband Platform
- CSI Awards 2024
- TEF 2024: Ethernet in the Age of AI
- Embracing the Future: Distributed Cloud Networking
- Cable Next-Gen Europe 2024: Embracing Cable/Fiber Co-Existence Digital Symposium
- Wi-Fi WORLD CONGRESS USA 2024, Sarasota, FL
- Fierce Technology – 5G Blitz Week
- Fierce Technology – 5G Blitz Week 2024
- OFC 2024
- Deep dive: How will ISPs benefit from Wi-Fi 7?
Videos
- How AI is driving the convergence of networking and security
- Let’s Talk Telecom: What broadband providers need to know about tariffs with Jeff Heynen of Dell’Oro Group
- Analyst insights — State of Wi Fi in the global wireless ecosystem
- FFB Week 12 – Where do we go from here? North American Broadband Deployment Trends
- Capacity TV: AI’s impact on RAN
- AI Networking Market Update
- Dell’Oro Vice President Talking about FTTR and 50G PON
- Analyzing the Market Impact of AI Networks
- Jeff Heynen, Principal Analyst at Dell’Oro Group, provides a perspective on the evolution of 25G and 50G PON technologies in the market.
- Differentiating the Types of Campus Network-as-a-Service (NaaS) Vendors
- FFB 2024 Week 33 – Projecting PON and DOCSIS Equipment Spending
- Executives at the Edge | CNaaS: Cracking the Campus Network Code
- Embracing the Future: Distributed Cloud Networking w/ Analyst, Mauricio Sanchez of Dell’Oro Group
- FFB 2024 Week 22 – Cable’s Path to Fiber
- CampusNaaS: Early Innings for Campus NaaS
- [HAS 2024 Analyst Interview] ——Siân Morgan
- Dell’Oro Group talks 5G Advanced and operator differentiation
- OCP Global Summit 2023 – AI Networking Market Overview
- Private5G: Enterprise WLAN Market Remains Hot
- Private5G: When Will Private Wireless Take Off?
- A Big Stake in the Ground for NaaS
- SASE: On the Edge of Securing the Digital Future
- Fiber for Breakfast – Setting the Record Straight on PON Equipment Trends
- Fiber Access is Poised for Big Upgrades
- Enterprise Networking Alphabet Soup: Converging Security & Networking for Next-Gen Success
- Edge opportunities: Who is in control?
- A cloud-native network—the key enabler to Open RAN
- Fiber for Breakfast Episode 12–Fiber History in Making
- BTR Interview: 9 broadband industry questions for Dell’Oro’s Jeff Heynen
- Broadband Keynote; What’s Next for Cable, Fiber, and fixed Wireless, Jeff Heynen, Vice President
- The Starting Point for Telco Cloud
- What’s next for data center switching spending in 2023?
- What’s next for RAN infrastructure spending in 2023?
- What’s next for WLAN spending in 2023?
- What’s next for broadband infrastructure spending in 2023?
- What’s next for SD-WAN, SASE, and network security in 2023?
- What’s next for data center physical infrastructure in 2023?
- 5G Core–The Key To Monetizing 5G Standalone Networks
- NetEvents roundtable virtual event: SD-WAN/SASE Managed Services
- Achieving Sustainable Data Center Growth
- OCP Global Summit 2022–Keeping Cool – Leading Colo Leverages Efficient Rack Cooling Doors for High-Density Compute
- OCP Global Summit 2022–Hyperscale Data Center Switching Market Overview and Forecast
- 5G Core Summit 2022–MEC Market Opportunity for MNOs, is it too Big to be Ignored?
- Why spending more on cybersecurity isn’t moving the needle
- Cyber Security – Meeting CISO Demands
- OFC 2022 Preview
- Driving Towards Full Data Center Automation
- Challenges Moving the 5G Core to the Public Cloud
- SASE Is a Movement – Not a Fad
- SASE – Getting an Edge on SD-WAN – MEF Infinite Edge Episode 3
- Data Center Technologies and Trends
- Dell’Oro’s Pongratz on key 5G market trends
- OFC 2021
- At the heart of the matter: The 5G Core
- How 5G Service Providers Can Capitalize on the Wireless Enterprise Market Opportunity
- The Telcos’ Tipping Point: 10G Fiber and Software-Defined Access
- Next-Gen Infrastructure Acceleration: Analyzing the SmartNIC Opportunity
- SD-WAN’s Market Changing Landscape
- Enterprise WLAN Trends – COVID-19’s Long-Term Impact
- Enterprise WLAN Trends – COVID-19’s Near-Term Reshuffle
- COVID-19’s Impact on Data Center Infrastructure Capex
- COVID-19’s Impact on Cable Broadband Strategies and Spending
- 5G in the North American Market: Trials, Misdirection, and Incompatible Technology
Webinars
- Telco AI Forum 2025
- How AI is driving the convergence of networking and security
- Data Center Interconnection Strategies
- Building Sustainable AI Data Center Networks
- OCP Webinar: Evolving DC Networking for Hybrid AI Deployments
- Fiber for Breakfast Week 33 – Projecting PON and DOCSIS Equipment Spending
- CNaaS: Cracking the Campus Network Code
- Bringing Open RAN Indoors
- Expert Tips and Trends: Network Security and Remote Access
- Fiber for Breakfast – Cable’s Path to Fiber
- Live Webcast: Common-sense security: The case for unified SASE as a service
- Coherent Routing and Optical Transport – Getting Under the Covers
- OCP Webinar: Direct-to-Chip Liquid Cooling for the AI Data Center
- Webinar: The Rise of the DPU
- Silverlinings – Cloud Cover
- Deep dive: How will ISPs benefit from Wi-Fi 7?
- OCP Webinar: Liquid Cooling TCO Comparison for the AI Data Center
