Dell’Oro reported that Broadband Access revenue reached $4.8B in 4Q 2025 as FTTH growth, Wi-Fi 7 adoption, and DOCSIS upgrades reshape operator investment priorities. Learn more:
Ethernet more than doubled InfiniBand in AI scale-out networks in 2025 as NVIDIA and Celestica captured nearly 50 percent share in AI cluster switching.
Network Security revenue surpassed $26B in 2025 as enterprises prioritized application-layer protection and integrated platforms to manage AI-driven API growth and modern application environments. Learn more:
Microwave transmission revenue declined 1% in 2025 as India and Latin America softened, though 5G backhaul demand supports growth through 2027. Learn more:
Optical Transport grew 10% in 2025 as cloud-driven DCI demand surged nearly 40%, with AI data center expansion fueling hyperscaler optical investments. Learn more:
