DellOro Group stories
Versa Networks ranked as Unified SASE market share leader
According to DellOro Group, Unified SASE will grow three times faster than Disaggregated SASE between 2022 and 2027, with a five-year CAGR of 36%.
Global data centre capex grew to $241 billion in 2022
A new report from Dell'Oro Group has found global data centre capital expenditure grew by 15% to $241 billion in 2022.
SASE continues to roll with revenue to top $6 billion
"Single-vendor SASE solutions grew faster as a reflection of greater enterprise preference for one-stop-shop versus multi-vendor best-of-breed."
Higher ASPs push data centre physical infrastructure market
Vendors' decision making and market positioning over the past 18 months will materially impact their performance in 2023, with market share shifts likely.
Campus switch market reached record heights in 4Q 2022
"Cisco emerged as the clear winner, driving two-thirds of the market growth and securing an impressive gain of more than two points in market share."
Enterprise-class WLAN revenues hit record $3 Billion in Q4 2022
This comes from the latest report from the Dell’oro Group, a trusted source for market information about the telecommunications, security, networks, and data center industries.
Ethernet adapter market saw record revenue growth in 2022
Increasing bandwidth requirements, data centre consolidation, and virtualisation are driving demand for ethernet controllers and adapters.
DellOro: RAN market comes in below expectations in 2022
The slower momentum that has characterised the broader 2G-5G Radio Access Network market since 4Q 2021 extended to 4Q 2022.
Telecom equipment market returns to growth in 2Q20
According to research by Dell’Oro shows that the global market is finding its feet again with vendor ranking remaining stable.
5G Core revenues expected to hit $1b in 2020
5G core network revenues are pushing towards US$1 billion in revenue in 2020, propelled by strong investment and growth in 5G networks.
New technologies to drive service provider router market past $15 billion in 2024
"The potential supply of many new products and technologies that meet the new network requirements is emerging from the entire technology ecosystem."
Network security and ADC market to reach $19 billion by 2024
The ongoing COVID-19 pandemic will continue to impact the market both negatively and positively throughout 2020 and into the first half of 2021.
Data centre switches market largely unaffected by COVID-19
Spending on data centre switches is set to grow at a 4% CAGR from 2019 to 2024, despite the impact of COVID-19. This is according to an update to the Dell’Oro Group Data Centre switch market five-year forecast report.
Network managed services market could take short term dip
The evolution of network equipment may see managed services stalling short term before the rise of automation gives it a boost, says Dell'Oro.
SD-WAN market growth slows in 1Q20
Supply chain disruptions accounted for the majority of the market decline in 1Q 2020, according to Dell’Oro.
Versa named top pure-play SD-WAN vendor
DellOro Group ranked Versa as the number three overall SD-WAN vendor, based on 2019 worldwide revenue.
Rough times ahead for networking market
Two new reports from Dell'oro Group outline bad news for the networking market in the near future.
Cloud service providers seek to expand footprint in 2020
2020 will bring a move from capacity consumption to expansion for cloud service providers around the world.
Shipment of 25Gbps ports reached new heights in 1Q 2019
Meanwhile, the rest of the Ethernet Controller and Adapter market remains challenged.
Server market sees slowest growth in eight quarters
Dell ranked No.1 in vendor revenue share, followed by HPE, Inspur, Lenovo, Cisco, Huawei, and IBM.
Wide-Area IoT to add $130B to mobile infrastructure growth by 2023
“Operators are in a unique position to leverage their mobile network footprint, and capture new revenue from a wide range of use cases.”
Broadband access equipment revenue dips to $2.9B
Dell’Oro Group says that CPE shipments nearly offset another weak quarter for cable infrastructure.
Cisco winner in campus switching market
“Demand for Cisco’s Catalyst 9000 is being driven by customers upgrading older products, but Cisco is still in the early stages of the refresh cycle.”
Evolved packet core revenues flatten out worldwide
According to Dell’Oro Group Huawei, Nokia, and ZTE gained share in a market that only grew by one per cent.