Dell’Oro increases forecast for O-RAN revenues
Citing stronger-than-expected O-RAN progress in North America, Dell'Oro Group is revising upwards it revenue forecast. Open RAN is now projected to account for 15 percent to 20 percent of global...
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Dell’Oro: Optical transport gear sales to grow at 3% CAGR through ’27
Optical Transport equipment demand is forecast to increase at a 3 percent compounded annual growth rate (CAGR) for the next five years, reaching $17 billion by 2027, according to a...
Gartner predicts 2.4% growth in global IT spending this year
Worldwide IT spending is projected to total $4.5 trillion in 2023, an increase of 2.4% from 2022, according to the latest forecast by Gartner, Inc. This is down from the...
Dell’Oro’s Mobile RAN 5-Year Forecast
After four years of extraordinary growth that propelled the radio access network (RAN) market to reach new record levels, the RAN market is now transitioning from the expansion phase to...
IDC: Spending continues at fast clip for cloud infrastructure
Spending on compute and storage infrastructure products for cloud deployments, including dedicated and shared IT environments, increased 24.7% year over year in the third quarter of 2022 (3Q22) to $23.9...
Cignal AI: Data center Optical Component Revenue Rebounds 14% in 3Q22
Datacom optical component revenue recovered from two quarters of declines to post solid gains in Q3, led by 400GbE optical modules. Innolight and Coherent (formerly II-VI) drove growth with their...
Private equity firm to acquire Maxar for $6.4 billion, a 129% premium
Advent International, a major global private equity investor, agreed to acquire Maxar Technologies (NYSE:MAXR), a provider of space solutions and secure, precise, geospatial intelligence, in an all-cash transaction that values...
Dell’Oro: Wireless LAN revenues defy ongoing supply problems in Q3
The Wireless LAN market hit a new record of $2.4 Billion in the third quarter, despite the continuing supply bottlenecks and representing a surprising 32 percent year over year growth,...
Dell’Oro: Enterprise spend to remain vigorous in 2023
The ongoing need to modernize the network and security architecture for branch offices and hybrid users led to the vigorous 33 percent revenue growth in the SASE market, according to...
Dell’Oro: Cloud Deceleration Expected in 2023
Hyperscale data center capex is on track for 28 percent growth 2022, according to a new report from Dell'Oro Group, owever, cloud service providers are expected to enter a digestion...
Dell’Oro: Campus switch sales hit record high in 3Q 20
Worldwide campus switch sales were up 23 percent year-over-year (Y/Y) in 3Q 2022, the highest growth rate in nearly two decades, surpassing even the rate of recovery after the two...
Dell’Oro: Total PON equipment revenue up 27% Y/Y
Total global revenue for the Broadband Access equipment market increased to $4.7 B in 3Q 2022, up 17 percent year-over-year (Y/Y), according to a new report from Dell'Oro Group. Spending...
Dell’Oro: Double-Digit growth in N America’s Service Provider router market
Growth in North America and the Caribbean and Latin America (CALA) regions continued accelerating in 3Q 2022 leading the worldwide Service Provider (SP) Router and Aggregation Switch market 5 percent...
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