Press Release - Private Wireless RAN revenues up 24% in 2Q 2024. Nokia, Ericsson, Samsung Networks are top Private Wireless RAN suppliers outside China, according to the latest update on the Private Wireless September 2024 report: https://lnkd.in/gMXXa83y Stefan Pongratz #PrivateWireless
About us
Dell’Oro Group provides world-class market research information that you can confidently use as a basis for your strategic decisions. Because every client has unique information requirements, Dell’Oro Group offers a wide variety of market research programs covering telecommunications infrastructure, networks infrastructure, and data center infrastructure.
- Website
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https://www.delloro.com/
External link for Dell'Oro Group
- Industry
- Market Research
- Company size
- 11-50 employees
- Headquarters
- Redwood City, CA
- Type
- Privately Held
- Founded
- 1995
- Specialties
- telecommunications infrastructure, enterprise networking, data center IT, market research and analysis, 5G, mobile RAN, server, network security, broadband access, SmartNIC, Cloud, Mobile RAN, Wireless LAN, Ethernet Switching, Router, Campus Network, Campus Switch, Data Center Switch, mobile infrastructure, optical transport, telecom capex, cloud data center capex, cybersecurity, data center interconnect, SASE, SD-WAN, Data Center Capex, Data Center Physical Infrastructure, Data Center Liquid Cooling, AI Networks, Wireless LAN, Fiber networks, Coherent Optics, 6G, Campus NaaS , and Distributed Cloud Networking
Locations
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Primary
230 Redwood Shores Parkway
Redwood City, CA 94065, US
Employees at Dell'Oro Group
Updates
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Dell'Oro Group reposted this
We are wrapping up the second quarter for the six telecom programs tracked at the Dell'Oro Group, including Broadband Access, Microwave & Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and SP Router & Switch. Not surprisingly, conditions could be better this year. The broader downturn that started in the second half of 2023 in the overall telecom equipment market continued in the first half of 2024. Preliminary findings indicate that worldwide telecom equipment revenues declined 16% year-over-year (Y/Y) in 2Q24, recording a fourth consecutive quarter of double-digit contractions. Helping to explain this output deceleration are excess inventory, weaker demand in China, challenging 5G comparisons, and elevated uncertainty. The downward pressure was not confined to a specific technology, and initial readings show that all six telecom programs declined in the second quarter. In addition to the wireless programs (RAN and MCN), which are still impacted by slower 5G deployments, spending on SP Routers fell by a third in 2Q24. Supplier rankings were mostly unchanged. The top 7 suppliers in 1H24 accounted for 80% of the worldwide telecom equipment market and included Huawei, Nokia, Ericsson, ZTE Corporation, Cisco, Ciena, and Samsung Networks. Huawei and ZTE combined gained nearly 3 percentage points of share between 2023 and 1H24. Supplier positions differ slightly when we exclude the Chinese market. Even with the ongoing efforts by the US government to curb Huawei’s rise, Huawei is still well positioned in the broader telecom equipment market outside of China. For more color, please see https://lnkd.in/gcpi6crA
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Press Release - Ethernet Campus Switch revenues plunge by 30% in 2Q24; #Huawei gains share amidst market decline, according to the latest Ethernet Campus Switch report: https://lnkd.in/grDyYtKu #ethernet #CampusEthernetSwitch #enterprisenetworks
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Press Release - AI infrastructure race drives GPUs and accelerators to $54 Billion in 2Q24, according to the latest Data Center IT Semiconductors & Components report. General-purpose computing component revenues also soared, learn more: https://lnkd.in/geSvtruP #semiconductors #AIinfrastructure #datacenter #servers #datacentercomponents #GPU #storagesystems
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Press Release - SASE growth slows to 10% in 2Q24 as economic pressures weigh, according to the latest SASE & SD-WAN report. Enterprises shift focus from expansion to optimization, with a rebound anticipated in 2025. Learn more: https://lnkd.in/giqe4phK #SASE #SSE #SDWAN #SecureServiceEdge #enterprisenetworks Mauricio Sanchez
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The AI Spending Spree, in Charts: Tech giants and investors are shoveling cash into artificial intelligence amid questions about whether it will pay off https://lnkd.in/gzn_wUEH via The Wall Street Journal #datacentercapex #AIworkloads #AIinfrastructure
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9/19 - Join us for this exclusive webinar on AI-driven data center networks! Our VP Analyst, Sameh Boujelbene, along with experts from Juniper Networks and OCP, as they explore market opportunities, deployment strategies, and how AI is shaping networks for hybrid cloud environments. Don't miss this exciting discussion—save your spot today! https://lnkd.in/gYfjgRPz #datacenter #AInetworks #AIinfrastructure
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The rebound arrives as heightened levels of malicious activity are targeting firewalls, the largest product segment in the market. Learn more about exclusive analyst insights from our Senior Director Mauricio Sanchez, shared with Matt Kapko at Cybersecurity Dive. https://lnkd.in/g9C3i6Ac #firewall #networksecurity
Network security market breaks streak of declining growth in Q2: Dell’Oro Group
cybersecuritydive.com
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Dell'Oro Group reposted this
Dell'Oro Group's latest 2Q24 Broadband Access & Home Network report showed that the global Broadband Access equipment market saw an 8% decline in revenue year-over-year, driven by reduced cable operator spending and shifting subscriber preferences toward Fixed Wireless, while PON equipment spending dropped and Residential Wi-Fi Router upgrades increased. Learn more: https://lnkd.in/gPawqCPM #broadbandaccess #residentialWiFi #WiFiRouter #BroadbandHomeNetwork #FixedWirelessAccess Jeff Heynen
Broadband Equipment Spending Trending Upward, Despite Being Down 8 Percent Y/Y, According to Dell’Oro Group - Dell'Oro Group
https://www.delloro.com
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VP Sameh Boujelbene told Diana Goovaerts at Fierce Network that although #InfiniBand currently dominates the AI back-end network market, NVIDIA's Spectrum-X is emerging as a strong competitor, with #Ethernet anticipated to surpass InfiniBand by 2028 and exceed $10 billion in revenue. https://lnkd.in/gjUZVuRA #datacenter #AInetwork
Nvidia eyes data center Ethernet as its next multi-billion-dollar biz
fierce-network.com