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“I expect a slightly larger increase this year,” Jeff Heynen, VP of broadband access and home networking at Dell’Oro Group, said last week at Cable Next-Gen Technologies & Strategies, an online event hosted by Light Reading. “2022 is that year where a larger number of operators begin their DAA projects in earnest. I also think that 2022 is the year where we start to see these Flexible MAC and remote MACPHY deployments, which I think are going to grow in 2023 and beyond as part of that DOCSIS 4.0 upgrade cycle.”

By adding Secucloud into the mix, Aryaka can better provide customers, especially smaller businesses, with a “one-stop-shop” for security and networking services, says Mauricio Sanchez, research director for Dell’Oro Group. This acquisition also puts Aryaka on more equal footing with other SASE providers such as Cato Networks and Versa Networks, he adds.

But the problem isn’t necessarily demand, it’s supply, wrote Jeff Heynen of the research firm Dell’Oro Group. “Instead of ‘if you build it, they will come’ supply chain and labor market constraints might prevent operators from building it in the first place,” he wrote.