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Dell'Oro Group
6d ago
The cable industry is evolving by investing in fiber infrastructure and 25GS-PON to stay competitive amid rising competition, meeting the growing demand for high-speed broadband services. Analyst Jeff Heynen discusses industry changes and strategies.
The post Cable Operators’ Growing Interest in 25GS-PON appeared first on Dell'Oro Group ..read more
Dell'Oro Group
2w ago
Uncover insights on Data Center Capex growth, technology shifts, and vendor landscapes. Explore global data center infrastructure forecasts for 2024, including accelerated computing, data center physical infrastructure, server demand, and network infrastructure.
The post 2023 Data Center Infrastructure Recap: Navigating AI-Accelerated Growth Paths appeared first on Dell'Oro Group ..read more
Dell'Oro Group
2w ago
Explore the latest insights on the turbulent Enterprise Network equipment market in Dell'Oro Group's blog. Uncover the pandemic's impact and future projections.
The post Worldwide Enterprise Network Spending Follows Roller Coaster Trajectory appeared first on Dell'Oro Group ..read more
Dell'Oro Group
1M ago
Worldwide telecom equipment market declined 5% in 2023 due to 5G challenges, reduced capex, and North American downturn. Huawei maintains global leadership. 2024 outlook cautious. Learn more
The post Worldwide Telecom Equipment Market Slumps in 2023 appeared first on Dell'Oro Group ..read more
Dell'Oro Group
1M ago
We just came back from a couple of intense days in Barcelona. This blog we will share some initial RAN related thoughts about discussions around industry challenges, AI, 6G, Open RAN, and the 2024 RAN market.
The post MWC Barcelona 2024 – RAN Highlights appeared first on Dell'Oro Group ..read more
Dell'Oro Group
2M ago
In this blog, Research Director Siân Morgan emphasizes the growing importance of AI in shaping Enterprise IT infrastructure, with a focus on enhancing user experiences and leveraging automation for efficiency gains.
The post Enterprises Brace for AI appeared first on Dell'Oro Group ..read more
Dell'Oro Group
2M ago
Near the end of last year, there were a number of public announcements highlighting the growing adoption of 25GS-PON. Arguably the most important of these was Google Fiber’s announcement that it will be using 25GS-PON
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The post 25GS-PON Continuing to Gather Market Momentum appeared first on Dell'Oro Group ..read more
Dell'Oro Group
2M ago
5G-Advanced is soon ready for prime time, with initial commercial deployments commencing in 2024. There is nothing wrong with a little bit of optimism and thinking big.
The post 5G Advanced – How will it impact the RAN Market? appeared first on Dell'Oro Group ..read more
Dell'Oro Group
2M ago
This blog highlight the complexities and considerations involved in HPE's acquisition of Juniper Networks and its potential impact on the competitive landscape in the enterprise networking market.
The post How the HPE-Juniper Acquisition Will Change the Enterprise Market appeared first on Dell'Oro Group ..read more
Dell'Oro Group
3M ago
We just wrapped up our semi-annual Router Five Year Forecast report. In this latest blog from Vice President Jimmy Yu, he provide insights into both the short-term challenges and long-term opportunities within the router market.
The post High End Router Market–2024 and Beyond appeared first on Dell'Oro Group ..read more