Broadband access revenue fell in 3Q25, yet Fixed Wireless Access continued to stand out, driving subscriber gains as operators shift investment away from DOCSIS infrastructure.
Dell’Oro Group’s 3Q25 Optical Transport report reveals 15% Y/Y growth, fueled by cloud demand, rising DCI sales, and notable market-share gains among top vendors. Learn more:
Dell’Oro Group’s latest 3Q25 RAN report shows continued market stabilization, with revenue flat outside China and rising when excluding North America. Market concentration increased, and the near-term outlook remains steady through 2026. Learn more”
The 3Q25 Mobile Core Network market grew 14% Y/Y outside China as operators accelerate 5G Standalone, network slicing, and early 5G-Advanced deployments. China’s market correction offset gains, signaling shifting regional dynamics and new monetization opportunities.
Dell’Oro Group’s new report forecasts Hybrid Mesh Firewall and Microsegmentation markets to exceed $26B by 2029, as enterprises embrace zero-trust, unify policy across hybrid environments, and expand cloud-managed security enforcement. Learn more
