Dell’Oro: RAN Mostly Stable in 3Q 2025
Preliminary findings reveal that market conditions continued to stabilize in the third quarter, according to a new report from Dell'Oro Group. Following two years of steep declines, initial estimates show...
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Dell’Oro: 6G Capex Ramp to Begin Around 2030
Dell’Oro Group forecasts that the global Radio Access Network (RAN) market will remain largely flat over the next decade, with 6G capital spending ramping up around 2030. The firm’s latest 6G...
Dell’Oro: AIOps Features Drive Cloud-Managed Revenue Higher
Campus NaaS (CNaaS) revenue growth far outpaced the rest of the LAN market, according to a new report from Dell'Oro Group. Join Digital, Meter, Nile, Ramen and Shasta Cloud all...
Dell’Oro: Record Sales for Front-end Data Center Networks
Data Center Switch sales in front-end networks grew by strong double digits in 2Q 2025, reaching a record high, according to a new report from Dell'Oro Group. Arista, Cisco, Huawei,...
Flexential: AI Infrastructure Planning Requires Multi-Year Horizons
Flexential released its 2025 State of AI Infrastructure Report, finding that enterprises are shifting to long-term planning horizons to secure the data center capacity and expertise needed for AI workloads....
Vertical Systems: Mid-2025 Global Provider Ethernet LEADERBOARD
Vertical Systems Group released its Mid-Year 2025 Global Provider Ethernet LEADERBOARD, ranking nine companies that each hold 4% or greater share of billable retail Ethernet ports at customer sites outside...
Dell’Oro: Broadband Access Equipment Market up 7 Percent Q/Q
DOCSIS Infrastructure and CPE Spending at Its Lowest Level Since 2009 Total global revenue for the Broadband Access equipment market increased to $4.7 B in 2Q 2025, up 7 percent Q/Q and...
Crehan: 25% Surge in Data Center Ethernet Switch Market
Generative AI demand pushed the data center Ethernet switch market to record levels in the first half of 2025, according to Crehan Research. Revenues and shipments each rose 25% year-over-year,...
Dell’Oro: InfiniBand Sales Surge in Q2, But Ethernet Holds Lead
InfiniBand switch sales in AI back-end networks surged in 2Q 2025, according to a new report from Dell’Oro Group. Nevertheless, Ethernet maintains the lead, an outstanding achievement for a technology...
Dell’Oro: Increased Spending as Operators Prepare for DOCSIS 4.0
Total 2025 Cable Outside Plant Equipment revenues are expected to increase 86 percent year-over-year (Y/Y), driven largely by a surge in new 1.8 GHz amplifiers and new DAA Nodes to...
Dell’Oro: RAN Market Grows Outside of China in 2Q25
Preliminary findings reveal that market conditions for radio access network (RAN) equipment continued to stabilize in the quarter, according to a new report from Dell'Oro Group. Following two years of...
Dell’Oro: Optical Transport Market Up 14% in 2Q 2025
The Optical Transport equipment market grew 14 percent year-over-year in 2Q 2025, according to a new report from Dell'Oro Group. This high growth rate was primarily attributed to the rising...
Dell’Oro: Data Center Physical Infrastructure Market to Hit $63.1B by 2029
The worldwide Data Center Physical Infrastructure (DCPI) market is projected to grow at a 15 percent CAGR from 2024 to 2029, reaching $63.1 billion by 2029 as AI-ready capacity accelerates through the...
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