“We have been predicting continued strong double-digit growth in the market in 1H 2023 but the 2Q 2023 results crushed our expectations. The substantial expansion was primarily propelled by an increase in both port shipments and prices,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
“Even though sales cycles are longer and additional budget scrutiny is the norm in the current macroeconomic environment, we were pleasantly surprised with the strength of the SASE market,” said Mauricio Sanchez, Sr. Research Director, Enterprise Networking and Security at Dell’Oro Group.
ShareEMEA and China Markets Bounced Back REDWOOD CITY, Calif. – September 8, 2023 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and
“North American service providers are clearly seeing the impact of slowing subscriber growth by reducing their purchases of new DOCSIS, PON, and even Fixed Wireless CPE,” said Jeff Heynen, Vice President with Dell’Oro Group.
“The market performance continues to hit high notes, propelled by the release of a substantial backlog. Most of this backlog is from orders placed after the list price increases implemented by most vendors more than a year ago, said Sameh Boujelbene, Vice President at Dell’Oro Group.
