Dell’Oro Group

In today's fast-paced market, having accurate and timely information is crucial. Established in 1995 and based in Silicon Valley, Dell’Oro Group is recognized as the leading source for market insights in telecommunications, enterprise networks, and data center IT infrastructure. Their comprehensive and unbiased research helps you make informed business decisions with confidence.

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Articles

Tariff Impact on the Broadband Market

1 week ago | delloro.com | Jeff Heynen

[wp_tech_share] Recent shifts in U.S. trade policy, including the implementation and adjustment of tariffs, have introduced uncertainty into global markets. Temporary rollbacks and exceptions—such as reduced rates and product-specific carve-outs—have added to the complexity, particularly in response to market reactions.
Insights from GTC25: Networking Could Tip the Balance in the AI Race

1 month ago | delloro.com | Sameh Boujelbene

[wp_tech_share] With a wave of announcements coming out of GTC, countless articles and blogs have already covered the biggest highlights. Rather than simply rehashing the news, I want to take a different approach—analyzing what stood out to me from a networking perspective. As someone who closely tracks the market, it’s clear that AI workloads are driving a steep disruption in networking infrastructure.
Worldwide Telecom Equipment Down 11 Percent in 2024

1 month ago | delloro.com | Stefan Pongratz

[wp_tech_share] Conditions improved in the second half, but overall, it was a challenging year for the telecom suppliers.
Google Bets the Farm on Cybersecurity with Proposed $32 B Wiz Acquisition

1 month ago | delloro.com | Mauricio Sanchez |Mauricio Sánchez

[wp_tech_share] A Landmark Acquisition in Cybersecurity HistoryIn one of the most significant cybersecurity acquisitions ever, Google announced its intention today to purchase Wiz, a fast-growing cloud-native security firm, for an unprecedented $32 B.
MWC 2025: RAN, Open RAN, and AI RAN Highlights

1 month ago | delloro.com | Stefan Pongratz

[wp_tech_share] It was an intense week in Barcelona. After 50+ meetings during and before the event, below are some initial key takeaways. RAN outlook remains tepidOpen RAN marketing is morphingVendor concentration will likely increaseNear-term AI RAN driven by cost efficiencies and performance improvementsSomber RAN OutlookThe RAN forecast remains unchanged, but downside risks persist.
Traditional Front-end Networks Remain Vital as AI Back-end Network Investment Skyrocket

2 months ago | delloro.com | Sameh Boujelbene

[wp_tech_share] Significant Share Shifts Expected in 2025 as Ethernet Gains Momentum in AI Back-end NetworksThe networking industry is experiencing a dramatic shift, driven by the rise of AI workloads and the need for new AI back-end networks to connect an ever-increasing number of accelerators in large AI clusters.
Palo Alto Networks Reboots CNAPP: The Shift from Prisma Cloud to Cortex Cloud

2 months ago | delloro.com | Mauricio Sanchez |Mauricio Sánchez

[wp_tech_share] Understanding CNAPP and Its Role in Cloud SecurityThis month, Palo Alto Networks rebooted its Cloud-Native Application Protection Platform (CNAPP) solution, introducing Cortex Cloud as the evolution of Prisma Cloud. CNAPP has emerged as the go-to solution for securing cloud environments across the entire application lifecycle.
What to Expect from RAN in 2025

Jan 13, 2025 | delloro.com | Stefan Pongratz

[wp_tech_share] Mobile infrastructure investments slowed significantly in 2024. Preliminary findings indicate that the Radio Access Network (RAN) market contracted by 10 to 20% year-over-year (YoY) during the 1Q24 to 3Q24 period (final 4Q24 and full-year data expected around mid-February). Several factors contributed to this decline. First and foremost, the state of 5G coverage is impacting the market.
Open RAN Tanks in 2024

Dec 9, 2024 | delloro.com | Stefan Pongratz

[wp_tech_share] We just wrapped up the 3Q24 reporting period. And per our latest RAN findings, 2024 is so far not a great year from an Open RAN revenue perspective. As a reminder, Open RAN investments accelerated at a torrid pace between 2019 and 2022. This remarkable ascent was then followed by a ~$0.5 B decline in 2023 as activity in the US slowed.
Future of Optical Transport in the Intelligent Era

Nov 11, 2024 | delloro.com | Jimmy Yu

[wp_tech_share] Importance of Optical TransportWhen asked to explain optical transport, people usually use automobiles and roads as an example. A person can reach their destination faster in a sports car than in a sedan since the former can travel at higher speeds. Adding more lanes reduces traffic or congestion, allowing vehicles to reach their destination on time without delay.