Dell'Oro Group

Press Release - Campus Ethernet Switch revenues crash to a two-year low in 1Q24, according to the latest report. Arista Networks expands despite market digestion cycle. https://lnkd.in/gzbJ2bk8 Sian Morgan, ing., CPA #ethernetswitch #campusnetwork

Dave Bolan, Director of MCN & MEC market research, remarked, “This marks the fifth consecutive downward adjustment in our MCN market forecast, driven by stagnating 5G SA network deployments. The outlook for the next five years indicates a notable shift, with a negative CAGR anticipated for the first time in recent history.” https://lnkd.in/gCFUvgYU

Key findings from Dell’Oro Group’s 5-Year July'24 MCN & MEC report highlight challenges across MCN market segments, including Packet Core, Policy, Signaling, Subscriber Data Management, and IMS Core, all showing negative CAGRs. https://lnkd.in/gCFUvgYU Dave Bolan #mobilecorenetwork #multiaccessedgecomputing #5GSA

Press Release - Dell’Oro Group forecasts decline in Mobile Core Network Market by 10% amid economic challenges and slow 5G adoption, according to the MCN & MEC 5-Year July 2024 forecast report: https://lnkd.in/gCFUvgYU Dave Bolan #mobilecorenetwork #5GSA #multiaccessedgecomputing #MEC #MNOs

Analyst Jimmy Yu told SDxCentral that the deal could also further Nokia’s ability to gain new optical networking business. https://lnkd.in/gnnsVXEg #opticaltransport Infinera

Cable ops can squeeze more out of DOCSIS 3.1, go for DOCSIS 4.0, wait for what follows DOCSIS 4.0 (i.e. 'NRoC' or lifting the DOCSIS ceiling to 3GHz) or bite the bullet with FTTP. Options abound, but the situation could put more stress on the already challenged cable tech sector.

🎙️ New episode now available: "CNaaS: Cracking the Campus Network Code" with MEF host Pascal Menezes and Dell'Oro Group's Research Director, Siân Morgan sharing how the innovative approach of Campus Network-as-a-Service (CNaaS) is revolutionizing LAN management with cloud-inspired automation, private 5G, and AI integration—simplifying IT and boosting performance. Is this cloud model right for every organization? What are the key benefits and drivers behind adopting CNaaS? Tune into the latest of MEF's Executives at the Edge: https://hubs.li/Q02F78BJ0 #Podcast #CNaaS #5G #AI #LAN #Telecom #DigitalTransformation

“Based on my 2023 figures for the Optical Transport market, I calculate that the combination of Nokia and Infinera would have 20% of the global optical market, giving them the second highest vendor share,” said Jimmy Yu, VP at Dell’Oro.  https://lnkd.in/gzHTVaKY via Lightwave Online #Nokia #Infinera #opticaltransport

A new report from Dell’Oro Group says DOCSIS 4.0 upgrades will continue to drive growth through the decade. https://lnkd.in/gaR_TiMv Lightwave Online #CableOutsidePlant #cableinfrastructure #broadband Jeff Heynen