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
Dell’Oro Group’s 6G report projects Capex ramping around 2030, while the RAN market remains flat, raising key questions for the industry’s future.
