The RAN market also surprised on the upside in Europe, with revenues increasing at the fastest pace in seven years across the continent, he said. “We attribute the stronger-than-expected results to a confluence of factors,” he told Fierce. “First and foremost, we underestimated the magnitude and depth of the 5G rollouts, including both sub-6 GHz wide-band and narrow-band 5G.”

Overall, research firm Dell’Oro Group predicts total revenues from operations in CBRS spectrum will increase more than three-fold in the next four years.

“XDR, as an ultimate consumer of telemetry, is going to be trying to grab intelligence from wherever it can, including SASE solutions,” said Mauricio Sanchez, research director for network security and data center at Dell’Oro Group. “I do see that integration happening, beyond a shadow of a doubt, as these SASE solutions mature.” In other words: the pandemic provided a perfect storm for these two buzzy security sectors to collide.

“We believe the adoption curve for 600 Gb/s-capable line cards entered an inflection point and that it is positioned for rapid growth in 2021,” Dell’Oro analyst Jimmy Yu said. “We believe 800 Gb/s-capable line cards will also increase [in 2021], considering the strong shipments so far with only one manufacturer.”