Research

The Secure Access Service Edge (SASE) market experienced a remarkable 23 percent revenue growth in 1Q 2024, marking its seventeenth consecutive quarter of over 20 percent growth, according to a...

Global public cloud services market revenue reached $669.2 billion in 2023, driven by AI investment. SaaS led, with PaaS seeing rapid growth. Leading vendors include Microsoft, AWS, Salesforce, Google, and...

In 1Q 2024, global revenue for Broadband Access equipment declined to $4.1B, with North American providers reducing spending by 25%. Learn more here.

Despite a decline in the Optical and Routing Transport equipment market, cloud operators are leading the way in spending, with traditional providers not expected to recover until 2025.

The Optical Transport equipment market is predicted to decline in 2024, impacted by excess inventory and cautious communication service providers. Learn more here.

Discover the future of Network as a Service (NaaS) with Mauricio Sanchez from Dell'Oro Group. Learn about its definition, role, intersection with SASE, and potential growth. Contact us to join...

The Mobile Core Network (MCN) market saw a 10% drop in 1Q 2024, with 5G MCN growth decelerating. Find out more insights from Dell'Oro Group's latest report.

Point-to-point Microwave Transmission equipment revenue declined 8 percent year-over-year in the first quarter of 2024, according to a new report from Dell’Oro Group. The market contraction was mostly due to...

The Radio Access Network (RAN) market is facing challenges, with a steep decline in 1Q 2024 according to Dell’Oro Group's new report.

The U.S. is set to triple its semiconductor manufacturing capacity by 2032, thanks to the CHIPS Act. Find out more about this industry growth here.

In the latest 4Q23 Optical Components Report, Datacom optical component revenue grew for the 4th straight quarter, driven by demand for optics used in AI clusters. Leading companies in 800GbE...

Accelerated computing is set to drive a 17% growth in hyperscale cloud capex by 2024, with AI infrastructure investments on the rise, according to Dell'Oro Group.

Seven companies qualify for a position on Vertical Systems Group's 2023 U.S. Carrier Managed SD-WAN Services LEADERBOARD as follows (in rank order based on site share): AT&T, Comcast Business, Verizon,...