Dell'Oro Group

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Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.
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6G Capex Ramp to Start Around 2030, According to Dell’Oro Group - Dell'Oro Group

6G Capex Ramp to Start Around 2030, According to Dell’Oro Group Dell'Oro Group

Cisco’s Lower Prices Lead to Wi-Fi 7 Surge, According to Dell’Oro Group - Dell'Oro Group

Cisco’s Lower Prices Lead to Wi-Fi 7 Surge, According to Dell’Oro Group Dell'Oro Group

Global Telecom Capex to Normalize, Not Disappear, According to Dell’Oro Group - Dell'Oro Group

Global Telecom Capex to Normalize, Not Disappear, According to Dell’Oro Group Dell'Oro Group

Data Center Semiconductors and Components up 44 Percent on AI Hardware Demand in 2Q 2025, According to Dell’Oro Group - Dell'Oro Group

Data Center Semiconductors and Components up 44 Percent on AI Hardware Demand in 2Q 2025, According to Dell’Oro Group Dell'Oro Group

Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell’Oro Group - Dell'Oro Group

Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell’Oro Group Dell'Oro Group

Open RAN is Stabilizing - Dell'Oro Group

Open RAN is Stabilizing Dell'Oro Group

Announces Appointment of New Research Director, Data Center Physical Infrastructure and Data Center Liquid Cooling - Dell'Oro Group - Dell'Oro Group

Announces Appointment of New Research Director, Data Center Physical Infrastructure and Data Center Liquid Cooling - Dell'Oro Group Dell'Oro Group

High End Router Market Turning Up – 1Q 2025 Results are In - Dell'Oro Group

High End Router Market Turning Up – 1Q 2025 Results are In Dell'Oro Group

Hyperscale Blackwell and Custom Accelerator Rollouts Drive 53 Percent Capex Growth in 1Q 2025, According to Dell’Oro Group - Dell'Oro Group

Hyperscale Blackwell and Custom Accelerator Rollouts Drive 53 Percent Capex Growth in 1Q 2025, According to Dell’Oro Group Dell'Oro Group

Worldwide Telecom Equipment Down 11 Percent in 2024 - Dell'Oro Group

Worldwide Telecom Equipment Down 11 Percent in 2024 Dell'Oro Group

Hyperscaler AI Deployments Lift Data Center Capex to Record Highs in 2Q 2025, According to Dell’Oro Group - Dell'Oro Group

Hyperscaler AI Deployments Lift Data Center Capex to Record Highs in 2Q 2025, According to Dell’Oro Group Dell'Oro Group

RAN Market Grows Outside of China, According to Dell’Oro Group - Dell'Oro Group

RAN Market Grows Outside of China, According to Dell’Oro Group Dell'Oro Group

Mobile Core Network Market Growth Skyrockets in 1Q 2025 to 32 percent Growth, According to Dell’Oro Group - Dell'Oro Group

Mobile Core Network Market Growth Skyrockets in 1Q 2025 to 32 percent Growth, According to Dell’Oro Group Dell'Oro Group

Ethernet is Winning the War Against InfiniBand in AI Back-End Networks, According to Dell’Oro Group - Dell'Oro Group

Ethernet is Winning the War Against InfiniBand in AI Back-End Networks, According to Dell’Oro Group Dell'Oro Group

Data Center Physical Infrastructure Maintains Strong Growth Trajectory, up 18 Percent Y/Y in 2Q 2025, According to Dell’Oro Group - Dell'Oro Group

Data Center Physical Infrastructure Maintains Strong Growth Trajectory, up 18 Percent Y/Y in 2Q 2025, According to Dell’Oro Group Dell'Oro Group

AI Buildouts Push Data Center Switch Sales in Front-end Networks to Record Levels, According to Dell’Oro Group - Dell'Oro Group

AI Buildouts Push Data Center Switch Sales in Front-end Networks to Record Levels, According to Dell’Oro Group Dell'Oro Group

$160 B in RAN Before 6G, According to Dell’Oro Group - Dell'Oro Group

$160 B in RAN Before 6G, According to Dell’Oro Group Dell'Oro Group

5G SA Adoption Accelerates 5G MCN Market Growth to 6 Percent CAGR; AI Set to Drive Next Wave, According to Dell’Oro Group - Dell'Oro Group

5G SA Adoption Accelerates 5G MCN Market Growth to 6 Percent CAGR; AI Set to Drive Next Wave, According to Dell’Oro Group Dell'Oro Group

Software and SaaS-Based Network Security Revenue to Nearly Double by 2029 to $22 Billion, According to Dell’Oro Group - Dell'Oro Group

Software and SaaS-Based Network Security Revenue to Nearly Double by 2029 to $22 Billion, According to Dell’Oro Group Dell'Oro Group

Data Center Physical Infrastructure Grew 17 Percent Y/Y in 1Q 2025, Driven by AI Buildout, According to Dell’Oro Group - Dell'Oro Group

Data Center Physical Infrastructure Grew 17 Percent Y/Y in 1Q 2025, Driven by AI Buildout, According to Dell’Oro Group Dell'Oro Group

Network Security Market Up 8 Percent in 2Q 2025 as SSE and ADC Surge, According to Dell’Oro Group - Dell'Oro Group

Network Security Market Up 8 Percent in 2Q 2025 as SSE and ADC Surge, According to Dell’Oro Group Dell'Oro Group

SASE & SD-WAN - Dell'Oro Group

SASE & SD-WAN Dell'Oro Group

AI Build-Out to Propel Data Center Physical Infrastructure Market to $63.1 Billion by 2029, According to Dell’Oro Group - Dell'Oro Group

AI Build-Out to Propel Data Center Physical Infrastructure Market to $63.1 Billion by 2029, According to Dell’Oro Group Dell'Oro Group

AI Demand Fuels Server and Storage Component Revenues to Record $244 Billion in 2024, According to Dell’Oro Group - Dell'Oro Group

AI Demand Fuels Server and Storage Component Revenues to Record $244 Billion in 2024, According to Dell’Oro Group Dell'Oro Group

InfiniBand Switch Sales Surged in 2Q 2025, While Ethernet Maintains Market Lead for AI Back-end Networks, According to Dell’Oro Group - Dell'Oro Group

InfiniBand Switch Sales Surged in 2Q 2025, While Ethernet Maintains Market Lead for AI Back-end Networks, According to Dell’Oro Group Dell'Oro Group

Optical Transport Demand Increased by 24 Percent in North America During 1Q 2025, According to Dell’Oro Group - Dell'Oro Group

Optical Transport Demand Increased by 24 Percent in North America During 1Q 2025, According to Dell’Oro Group Dell'Oro Group

AI Boom Propels Server and Storage Components to 62 Percent Growth in 1Q 2025, According to Dell’Oro Group - Dell'Oro Group

AI Boom Propels Server and Storage Components to 62 Percent Growth in 1Q 2025, According to Dell’Oro Group Dell'Oro Group

Broadband Equipment Spending to $20.1 B in 2028 on Accelerated Fiber Deployments, According to Dell’Oro Group - Dell'Oro Group

Broadband Equipment Spending to $20.1 B in 2028 on Accelerated Fiber Deployments, According to Dell’Oro Group Dell'Oro Group

Microwave Transmission Market is Doing Well – 1Q 2025 Results are In - Dell'Oro Group

Microwave Transmission Market is Doing Well – 1Q 2025 Results are In Dell'Oro Group

Data Center Capex to Surpass $1 Trillion by 2029, According to Dell’Oro Group - Dell'Oro Group

Data Center Capex to Surpass $1 Trillion by 2029, According to Dell’Oro Group Dell'Oro Group

Cisco, Juniper, and Extreme Top the Cloud-Managed LAN Market, According to Dell’Oro Group - Dell'Oro Group

Cisco, Juniper, and Extreme Top the Cloud-Managed LAN Market, According to Dell’Oro Group Dell'Oro Group

WLAN Market Bounces Back to Double-Digit Growth, According to Dell’Oro Group - Dell'Oro Group

WLAN Market Bounces Back to Double-Digit Growth, According to Dell’Oro Group Dell'Oro Group

Data Center Switch Sales in AI Back-End Networks to Exceed $100 B Over the Next Five Years, According to Dell’Oro Group - Dell'Oro Group

Data Center Switch Sales in AI Back-End Networks to Exceed $100 B Over the Next Five Years, According to Dell’Oro Group Dell'Oro Group

RAN Stabilizes in 1Q 2025, According to Dell’Oro Group - Dell'Oro Group

RAN Stabilizes in 1Q 2025, According to Dell’Oro Group Dell'Oro Group

Private Wireless Stronger Than Expected in 2024, According to Dell’Oro Group - Dell'Oro Group

Private Wireless Stronger Than Expected in 2024, According to Dell’Oro Group Dell'Oro Group

Data Center Capex Surged 51 Percent to $455 Billion in 2024, According to Dell’Oro Group - Dell'Oro Group

Data Center Capex Surged 51 Percent to $455 Billion in 2024, According to Dell’Oro Group Dell'Oro Group

Cloud RAN to Take Share from Purpose-built RAN, According to Dell’Oro Group - Dell'Oro Group

Cloud RAN to Take Share from Purpose-built RAN, According to Dell’Oro Group Dell'Oro Group

What to Expect from RAN in 2025 - Dell'Oro Group

What to Expect from RAN in 2025 Dell'Oro Group

Market for AI Accelerators to Reach $382 Billion by 2029, According to Dell’Oro Group - Dell'Oro Group

Market for AI Accelerators to Reach $382 Billion by 2029, According to Dell’Oro Group Dell'Oro Group

RAN Down $9 Billion, According to Dell’Oro Group - Dell'Oro Group

RAN Down $9 Billion, According to Dell’Oro Group Dell'Oro Group

SASE Gains Momentum in 4Q 2024 as SD-WAN Revenue Rebounds, According to Dell’Oro Group - Dell'Oro Group

SASE Gains Momentum in 4Q 2024 as SD-WAN Revenue Rebounds, According to Dell’Oro Group Dell'Oro Group

5G Mobile Backhaul Transport Market Forecast to Grow at 12 Percent CAGR, According to Dell’Oro Group - Dell'Oro Group

5G Mobile Backhaul Transport Market Forecast to Grow at 12 Percent CAGR, According to Dell’Oro Group Dell'Oro Group

Network Security Market to Reach $38 Billion by 2029, Fueled by Cloud- and AI-Driven Security, According to Dell’Oro Group - Dell'Oro Group

Network Security Market to Reach $38 Billion by 2029, Fueled by Cloud- and AI-Driven Security, According to Dell’Oro Group Dell'Oro Group

Dell’Oro Group Raises Market Forecast for Data Center Liquid Cooling and Rack Power Distribution - Dell'Oro Group

Dell’Oro Group Raises Market Forecast for Data Center Liquid Cooling and Rack Power Distribution Dell'Oro Group

Mobile Core Network Market Growth Declines in 4Q 2024, Ending the Year at -4 Percent Growth, According to Dell’Oro Group - Dell'Oro Group

Mobile Core Network Market Growth Declines in 4Q 2024, Ending the Year at -4 Percent Growth, According to Dell’Oro Group Dell'Oro Group

Record-Breaking Ethernet Data Center Switch Sales Fueled by Robust AI Buildouts and a Recovery in Traditional Front-End Networks, According to Dell’Oro Group - Dell'Oro Group

Record-Breaking Ethernet Data Center Switch Sales Fueled by Robust AI Buildouts and a Recovery in Traditional Front-End Networks, According to Dell’Oro Group Dell'Oro Group

RAN Equipment Market to Remain Uninspiring, According to Dell’Oro Group - Dell'Oro Group

RAN Equipment Market to Remain Uninspiring, According to Dell’Oro Group Dell'Oro Group

Worldwide Telecom Capex to Decline at a 2 percent CAGR, According to Dell’Oro Group - Dell'Oro Group

Worldwide Telecom Capex to Decline at a 2 percent CAGR, According to Dell’Oro Group Dell'Oro Group

Distributed Cloud Networking Market Will Accelerate to $17 Billion by 2028, Driven by AI and Hybrid Cloud, According to Dell’Oro Group - Dell'Oro Group

Distributed Cloud Networking Market Will Accelerate to $17 Billion by 2028, Driven by AI and Hybrid Cloud, According to Dell’Oro Group Dell'Oro Group

WLAN Market Will Surge to Double-Digit Growth in 2025, According to Dell’Oro Group - Dell'Oro Group

WLAN Market Will Surge to Double-Digit Growth in 2025, According to Dell’Oro Group Dell'Oro Group

Fixed Wireless Access Equipment Spend to Exceed $48 B Over the Next Five Years, According to Dell’Oro Group - Dell'Oro Group

Fixed Wireless Access Equipment Spend to Exceed $48 B Over the Next Five Years, According to Dell’Oro Group Dell'Oro Group

High End Router Market Forecast to Grow at 4 Percent CAGR, According to Dell’Oro Group - Dell'Oro Group

High End Router Market Forecast to Grow at 4 Percent CAGR, According to Dell’Oro Group Dell'Oro Group

AIOps Features Drive Cloud-Managed Revenue Higher, According to Dell'Oro Group - Morningstar

AIOps Features Drive Cloud-Managed Revenue Higher, According to Dell'Oro Group Morningstar

AI Buildouts Push Data Center Switch Sales in Front-end Networks to Record Levels, According to Dell'Oro Group - Yahoo Finance

AI Buildouts Push Data Center Switch Sales in Front-end Networks to Record Levels, According to Dell'Oro Group Yahoo Finance

Open RAN Tanks in 2024 - Dell'Oro Group

Open RAN Tanks in 2024 Dell'Oro Group

Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell'Oro Group - Morningstar

Data Center Capex to Grow at 21 Percent CAGR Through 2029, According to Dell'Oro Group Morningstar

Worldwide Telecom Equipment Market Slumps in 2023 - Dell'Oro Group

Worldwide Telecom Equipment Market Slumps in 2023 Dell'Oro Group

Dell’Oro Group Launches New Data Center Liquid Cooling Advanced Research Report - Dell'Oro Group

Dell’Oro Group Launches New Data Center Liquid Cooling Advanced Research Report Dell'Oro Group

AI Workloads Require New Network Buildouts Expanding Data Center Switch Market by 50 Percent, According to Dell’Oro Group - Dell'Oro Group

AI Workloads Require New Network Buildouts Expanding Data Center Switch Market by 50 Percent, According to Dell’Oro Group Dell'Oro Group

RAN Market Still Down with Some Glimmer of Hope, According to Dell’Oro Group - Dell'Oro Group

RAN Market Still Down with Some Glimmer of Hope, According to Dell’Oro Group Dell'Oro Group

AI Infrastructure Spending Forecast to Be Over a Trillion Dollars Over the Next Five Years, According to Dell’Oro Group - Dell'Oro Group

AI Infrastructure Spending Forecast to Be Over a Trillion Dollars Over the Next Five Years, According to Dell’Oro Group Dell'Oro Group

Mobile Core Market Stagnant Due to Lack of 5G Standalone Deployments, According to Dell’Oro Group - Dell'Oro Group

Mobile Core Market Stagnant Due to Lack of 5G Standalone Deployments, According to Dell’Oro Group Dell'Oro Group

The Role of 5G Advanced/5.5G - Dell'Oro Group

The Role of 5G Advanced/5.5G Dell'Oro Group

Cloud RAN to Take Share from Purpose-built RAN, According to Dell'Oro Group - Lelezard

Cloud RAN to Take Share from Purpose-built RAN, According to Dell'Oro Group Lelezard

Worldwide Telecom Equipment up 3 Percent in 2022 - Dell'Oro Group

Worldwide Telecom Equipment up 3 Percent in 2022 Dell'Oro Group

Key Takeaways – 2021 Total Telecom Equipment Market - Dell'Oro Group

Key Takeaways – 2021 Total Telecom Equipment Market Dell'Oro Group

4Q 2023 Mobile Core Network Market Has Worst Performance Since 1Q 2017, According to Dell’Oro Group - Dell'Oro Group

4Q 2023 Mobile Core Network Market Has Worst Performance Since 1Q 2017, According to Dell’Oro Group Dell'Oro Group

Data Center Liquid Cooling Market Set to Go Mainstream and Top $15 B over the Next Five Years, According to Dell’Oro Group - Dell'Oro Group

Data Center Liquid Cooling Market Set to Go Mainstream and Top $15 B over the Next Five Years, According to Dell’Oro Group Dell'Oro Group

RAN Market Still a Disaster, According to Dell’Oro Group - Dell'Oro Group

RAN Market Still a Disaster, According to Dell’Oro Group Dell'Oro Group

Mobile Core Network Market Woes Continue, Market Forecast to Decline 10 Percent, According to Dell’Oro Group - Dell'Oro Group

Mobile Core Network Market Woes Continue, Market Forecast to Decline 10 Percent, According to Dell’Oro Group Dell'Oro Group

Global Data Center Capex Grew 15 Percent to $241 Billion in 2022, According to Dell’Oro Group - Dell'Oro Group

Global Data Center Capex Grew 15 Percent to $241 Billion in 2022, According to Dell’Oro Group Dell'Oro Group

Private Wireless RAN Revenues up ~40 Percent in 2023, According to Dell’Oro Group - Dell'Oro Group

Private Wireless RAN Revenues up ~40 Percent in 2023, According to Dell’Oro Group Dell'Oro Group

Dell’Oro Group Launches New Coherent Optics Advanced Research Report - Dell'Oro Group

Dell’Oro Group Launches New Coherent Optics Advanced Research Report Dell'Oro Group

Dell’Oro Group Launches New AI Networks for AI Workloads Advanced Research Report - Dell'Oro Group

Dell’Oro Group Launches New AI Networks for AI Workloads Advanced Research Report Dell'Oro Group

AI Back-End Networks to Drive $80 B of Data Center Switch Spending Over the Next Five Years, According to Dell’Oro Group - Dell'Oro Group

AI Back-End Networks to Drive $80 B of Data Center Switch Spending Over the Next Five Years, According to Dell’Oro Group Dell'Oro Group

AI is the Catalyst for Data Center Spending as Dell’Oro Predicts an 18 Percent CAGR Over Next 5 Years, According to Dell’Oro Group - Dell'Oro Group

AI is the Catalyst for Data Center Spending as Dell’Oro Predicts an 18 Percent CAGR Over Next 5 Years, According to Dell’Oro Group Dell'Oro Group

1H24 Worldwide Telecom Equipment Down 17% - Dell'Oro Group

1H24 Worldwide Telecom Equipment Down 17% Dell'Oro Group

Challenging Open RAN Conditions Not Impacting Long-term Forecast, According to Dell’Oro Group - Dell'Oro Group

Challenging Open RAN Conditions Not Impacting Long-term Forecast, According to Dell’Oro Group Dell'Oro Group

Data Center Switch Sales Decline for First Time in More Than Three Years, According to Dell’Oro Group - Dell'Oro Group

Data Center Switch Sales Decline for First Time in More Than Three Years, According to Dell’Oro Group Dell'Oro Group

Telecom Capex Down 10 Percent in 1H24, According to Dell’Oro Group - Dell'Oro Group

Telecom Capex Down 10 Percent in 1H24, According to Dell’Oro Group Dell'Oro Group

5G Mobile Core Surges 31 Percent in 2Q 2025, According to Dell’Oro Group - The Malaysian Reserve

5G Mobile Core Surges 31 Percent in 2Q 2025, According to Dell’Oro Group The Malaysian Reserve

Key Takeaways – 3Q21 Total Telecom Equipment Market - Dell'Oro Group

Key Takeaways – 3Q21 Total Telecom Equipment Market Dell'Oro Group

Key Takeaways—Total Telecom Equipment Market 2020 - Dell'Oro Group

Key Takeaways—Total Telecom Equipment Market 2020 Dell'Oro Group

Key Takeaway—1Q 2021 Total Telecom Equipment Market - Dell'Oro Group

Key Takeaway—1Q 2021 Total Telecom Equipment Market Dell'Oro Group

Challenges Moving The 5G Core to The Public Cloud - Dell'Oro Group

Challenges Moving The 5G Core to The Public Cloud Dell'Oro Group

Key Takeaways—Telecommunication Equipment Market 1Q20 to 3Q20 - Dell'Oro Group

Key Takeaways—Telecommunication Equipment Market 1Q20 to 3Q20 Dell'Oro Group

The Telecom Equipment Market 2019 - Dell'Oro Group

The Telecom Equipment Market 2019 Dell'Oro Group

Key Takeaways – The Telecom Equipment Market 1H20 - Dell'Oro Group

Key Takeaways – The Telecom Equipment Market 1H20 Dell'Oro Group

Key Takeaways – Worldwide Telecom Equipment Market 2018 - Dell'Oro Group

Key Takeaways – Worldwide Telecom Equipment Market 2018 Dell'Oro Group

Sameh Boujelbene - Dell'Oro Group

Sameh Boujelbene Dell'Oro Group

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