Mobile Core Network Market Bounces Back Up 12 Percent in 3Q 2024, According to Dell’Oro Group
|“With quarterly results widely fluctuating at this point, it is more insightful to examine the trends on a rolling 4-quarter basis. On that basis, the MCN market growth rate was down 4 percent Y/Y, and the 5G MCN market was up 5 percent Y/Y, based on rolling 4-quarter averages,” stated Dave Bolan, Research Director at Dell’Oro Group.
High End Router Market Declined 19 Percent in 3Q 2024, According to Dell’Oro Group
|“The market contraction that the router vendors are undergoing is in its fifth quarter,” said Jimmy Yu, Vice President at Dell’Oro Group. “We anticipate that as the market stabilizes and customer inventory levels return to normal, vendors will experience higher order flows, followed by increased revenues
RAN Market Down 10 to 20 percent 1Q-3Q24, According to Dell’Oro Group
|“Tougher comparisons, excess capacity, monetization challenges, and capex fatigue negatively affect both capex levels and investment priorities, providing operators with an opportunity to calibrate their RAN budgets to better align with historical capital intensity and RAN/capex ratios,” said Stefan Pongratz, Vice President of RAN and Telecom Capex research at the Dell’Oro Group.
CNAPP Market Grows 42 Percent in 2Q 2024 as Cloud Security Remains a Top Concern, According to Dell’Oro Group
|Campus NaaS Startups Poised to Grab Larger Share of the Pie, According to Dell’Oro Group
|“Startups such as Nile, Meter, Join Digital and Ramen are ramping up to deploy a significant amount of Campus NaaS equipment over the next year,” said Siân Morgan, Enterprise Wireless LAN Research Director at Dell’Oro Group. These companies are adding to their portfolios with complementary products, such as 5G solutions, and working on scaling their businesses by forging partnerships.
