Research

The Mobile Core Network (MCN) market 5-year compounded annual growth rate (CAGR) (2024-2029) remains in negative territory, according to a new report from Dell’Oro Group. Economic headwinds, competitive price pressure,...

 The Optical Transport equipment market is forecast to return to growth following a steep decline in 2024 that was caused by oversupply and poor macroeconomic conditions, according to a new...

Fixed Wireless Access (FWA) has surged in recent years to support both residential and enterprise connectivity due to its ease of deployment along with the more widespread availability of 4G...

The combined Ethernet switch and NIC market revenue will double within five years to surpass $50 billion, according to the most recent series of Data Center Networking Long-Range Reports from...

The demand for high-speed datacom optical modules has surged, with shipments of 400G and 800G units exceeding 20 million in 2024, totaling over $9 billion in revenue, according to Cignal...

Ongoing investments in AI infrastructure fueled a 82 percent increase in hyperscale data center capex in 3Q 2024, according to a new report from Dell’Oro Group. Additionally, the general-purpose server...

Revenue for accelerators, consisting of GPUs and custom accelerators, increased by 130 percent in 3Q 2024, according to a new report from Dell’Oro Group. The US hyperscalers―Amazon, Google, Meta, and...

The global Network Security market eclipsed over $6 B in 3Q 2024, growing 8 percent year-over-year (Y/Y) according to a new report from Dell’Oro Group. For the first time in...

Enterprise class Wireless LAN (WLAN) revenues increased Q/Q for the second time in a row, reaching $2.3 B in 3Q 2024.  The adoption of Wi-Fi 7 continued its ascent, with...

Total global revenue for the Broadband Access equipment market increased to $4.6 B in 3Q 2024, up 1 percent Q/Q and 5 percent year-over-year (Y/Y), according to a new report from Dell'Oro...

Cloudflare (NYSE: NET), the leading connectivity cloud company, has released its fifth annual Year in Review report, highlighting key trends and security insights shaping the Internet in 2024. This year’s report sheds...

After two quarters of decline, the branded data center Ethernet switch market rebounded strongly in Q3 2024, achieving a 7% year-over-year increase in total revenues, the highest quarterly level on...

 The Optical Transport equipment market declined 18 percent year-over-year in 3Q 2024 due to reduced global demand, according to a new report from Dell'Oro Group. Revenue contribution was down year-over-year...