“Despite lackluster topline growth, the quarter was actually very interesting both from a regional and supplier perspective,” said Stefan Pongratz, Vice President at Dell’Oro Group. “Not surprisingly, growth is now transitioning away from the advanced markets towards the slower-to-adopt 5G markets. Learn more
“Microwave Transmission equipment demand is in a growth cycle due to 5G,” stated Jimmy Yu, Vice President at Dell’Oro Group. “This growth cycle began in 2021 and is expected to drive increasing demand for microwave equipment for many more years… learn more
“Public cloud-managed WLAN has been a growth driver for enterprise networking vendors,” said Siân Morgan, Wireless LAN research director at Dell’Oro Group. “Now, industry players are looking at the various Network as a Service (NaaS) models, considering how they can further boost revenues…
“Short-term band splitting projects will begin to give way to longer-term DOCSIS 4.0 upgrades, particularly in the North American market, where operators are looking to increase capacity and keep pace with fiber ISPs,” said Jeff Heynen, Vice President and analyst with the Dell’Oro Group.
“The relation between service provider capex and telecom equipment is not perfect, partly because the equipment makes up roughly one third of the capex,” said Stefan Pongratz, Vice President and analyst with Dell’Oro Group.
