“The Service Provider Router market contracted for a fourth consecutive quarter due to customers pulling back on spending to lower equipment inventory,” said Jimmy Yu, Vice President at Dell’Oro Group. “The drop in quarterly revenue was one of the worst we have seen in this market for over a decade…

“Even if the RAN market is still down at a double-digit rate in the first half, the second quarter offered some glimmer of hope that the nadir of this cycle with double-digit declines might now be in the past for the time being,” said Stefan Pongratz, Vice President and analyst at the Dell’Oro Group.

“Open RAN is happening, but this vision that Open RAN will significantly change the vendor dynamics is fading,” said Stefan Pongratz, Vice President of RAN market research at the Dell’Oro Group.

“The divergence in growth between SSE and SD-WAN highlights a shift in enterprise priorities,” said Mauricio Sanchez, Senior Director of Enterprise Security and Networking at Dell’Oro Group. As enterprises become increasingly cloud- and mobile-first, the demand for integrated security solutions is driving the rapid adoption of SSE.