Articles Tagged with ''Dell'Oro Group''

The Dell’Oro Group "Service Provider Router & Switch" report offers complete, in-depth coverage of the service provider router and switch market for current, future and historical periods. 

According to a recently published report from Dell’Oro Group, the optical transport equipment market grew 1 percent year-over-year in 1Q 2025. However, due to the strong demand for data center interconnect, the optical equipment market in the North American region experienced a 24 percent year-over-year growth.

According to a recently published report from Dell’Oro Group, the MCN market skyrocketed to 32 percent year-over-year growth in 1Q 2025. 

According to a recently published report from Dell’Oro Group, telecom operators scaled back wireless and wireline investments in 2024. The high-level relationship between carrier revenues, capex and telecom equipment was mostly stable, as both telecom capex and telecom equipment revenues tanked in 2024. 

Preliminary findings suggest that worldwide telecom equipment revenues across the six telecom programs tracked at Dell’Oro Group—Broadband Access, Microwave & Optical Transport, Mobile Core Network, Radio Access Network, and SP Router & Switch—declined 11% year-over-year in 2024

According to a recently published report, the optical transport equipment market ended 2024 on a strong note, growing approximately 45% quarter-over-quarter in 4Q 2024.

The MCN market growth slides downhill to minus percent year-over-year in 4Q 2024. The market ended 2024 with -4% Y/Y growth rate, driven by 15% decline in the China market for 4Q 2024.

According to a newly published report by Dell’Oro Group, the broadband access equipment market is forecasted to grow 0.8 percent on average for the next five years (2024-2029). 

According to a recently published report, the High End Router market is forecast to grow at a 4% CAGR for the next five years to $12.7 billion by 2029.

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. After this corrective period, the optical market is projected to grow at an average annual rate of 4 percent for the next five years, bringing the market size to $16 billion by 2029.