“The RAN market is firing on multiple cylinders right now,” said Stefan Pongratz, Vice President and analyst at Dell’Oro Group. “Even with the elevated baseline, the pickup in RAN activity was fairly broad-based, underpinned by strong demand for mobile broadband, intense 5G deployments, a weakening US Dollar, and growing modernization/swap investments,” continued Pongratz.

“We have talked about private wireless for a long time so it is exciting to see the rise in activity, underpinned by new spectrum, an improving device ecosystem, technology improvements, and the emergence of new use cases that require cellular QoS,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.

“Many enterprises postponed Firewall projects at the onset of the pandemic, particularly those employing physical appliances in data centers,” said Mauricio Sanchez, Research Director, Network Security and Data Center Appliances. “This depressed the market during most of 2020…

“Cable and fiber providers continue to add subscribers at a furious pace,” said Jeff Heynen, Vice President, Broadband Access and Home Networking. “This plus concern over future CPE availability is driving the record purchases of new CPE units,” explained Heynen.