Research

Worldwide Ethernet switch revenues grew 22.0% year over year in the fourth quarter of 2022 (4Q22) to $10.3 billion and grew 18.7% for the full year 2022 to $36.5 billion,...

The Ethernet Adapter market grew 40 percent in 2022. However, we expect the market to moderate in 2023, as server vendors lower their inventory levels in anticipation of lower enterprise...

Vertical Systems Group announced that seven companies achieved a rank on the 2022 Global Provider Ethernet LEADERBOARD as follows (in order based on retail port share as of year-end 2022):...

CignalAI has published a “Coherent at the Network Edge” report that forecasts demand for 100ZR coherent pluggables beginning in 2024 as operators upgrade to higher speeds in optical access networks. ...

According to updated figures just released by Ericsson, the number of active 5G subscriptions worldwide has topped 1 billion. Some 136 million 5G subscriptions were added globally between October and...

The modernization of networking and security for enterprise branches and hybrid workers is expected to drive the total SASE revenue to surpass $60 B between 2022 and 2027.  The report...

Preliminary findings from Dell'Oro show that the slower momentum that has characterized the broader 2G-5G Radio Access Network (RAN) market since 4Q 2021 extended to 4Q 2022, with four out...

Global data center capex is on track to reach $400 billion by 2027, according to a recently published report from Dell'Oro Group.  “While the cloud hyperscalers will account for half...

Nearly $100 billion will be spent on campus switches over the next five years, according to Dell'Oro Group, which is now forecasting a “digestion period” in 2024, followed by a...

Private wireless is not materializing as fast as initially expected, leading Dell'Oro Group to again revise its projections downward. This time the primary source is the traditional wide-area private wireless...

Data center physical infrastructure (DCPI) revenues are forecast to grow at an 8 percent compound annual growth rate (CAGR) from 2022 to 2027, to above $35 billion, according to a...

The Service Provider (SP) Router and Switch market is projected to expand through 2027, with market revenues growing at a 2 percent compounded annual growth rate (CAGR) from 2022 to...

Sales of PON equipment for fiber-to-the-home deployments, cable broadband access equipment, and fixed wireless CPE will all increase from 2022 to 2027, as service providers continue to expand their fiber...