Dell'Oro Group

Press Release - RAN equipment market to remain uninspiring. Worldwide RAN to grow a 0 Percent CAGR over next 5 years according to the latest Dell'Oro Group's RAN 5-year forecast January 2025 report: https://lnkd.in/gnXWMUwi #mobileRAN #RadioAccessNetwork #5GAdvanced #5G Stefan Pongratz

EMEA a bright spot in mobile core network malaise https://lnkd.in/gD7PCsQV via Mobile Europe #5G #mobilecorenetwork #mobileRAN Dave Bolan

Over the past month, we have updated our 5-year projections. To recap, worldwide RAN revenues surged from 2017 to 2021 as operators accelerated 5G deployments. However, the pendulum swung sharply in the opposite direction, with steep declines in 2023 and 2024. Conditions are expected to improve slightly over the short term, but the long-term outlook remains subdued. Although we are updating the forecast before we have the complete picture of 2024, it is worth highlighting that Ericsson, in its 4Q24 update tonight, noted more signs that the RAN market is beginning to stabilize. Below are some of the highlights from our most recent report. - Worldwide RAN revenues are projected to grow at a 0 percent CAGR over the next five years, as rapidly declining LTE revenues will offset continued 5G investments. - Medium-term risks to the baseline are balanced, while the long-term risks are tilted to the downside and characterized by the data growth uncertainty with the existing MBB use case. - The growth dynamics between existing and new use cases have not changed. Private/enterprise RAN is expected to grow at a 20%+CAGR while public RAN investments decline. - 5G-Advanced positions remain unchanged. The technology will play an essential role in the broader 5G journey. However, 5G-Advanced is not expected to fuel another major capex cycle. Instead, operators will gradually transition their spending from 5G towards 5G-Advanced within their confined capex budgets. -RAN segments that are expected to grow over the next five years include 5G NR, FWA, mmWave, Open RAN, vRAN, private wireless, and small cells. For more info, please see https://lnkd.in/gjMFh9Xa

We are thrilled to announce that Sameh Boujelbene, Vice President of AI and Data Center Switch Market Research at Dell’Oro Group, will be speaking at the OFC Conference 2025. Don’t miss this chance to connect with leading experts from the Optical Communications and Networking industry. Registration is now open –> https://lnkd.in/gDhE8Piw #OFC2025

Don't miss out on the cutting-edge discussions from GNE 2024—watch all the sessions now on YouTube! Watch the replay of the "Developing an Enterprise Naas Strategy" panel moderated by Siân Morgan, Dell'Oro Group Research Director, this discussion panel included: 🔹Raleigh Mann, Williams-Sonoma, Inc., Senior Vice President, Technology 🔹Neal Secher, TD, Vice President, Head of Network Services 🔹Steve Thomas, Frost & Sullivan, Senior Industry Director 🔹Benjamin Vigouroux, Orange Business, Vice President, Digital Infrastructure These experts discuss transitioning from traditional networking to NaaS, integrating SASE for robust security, and leveraging automation for network management. Gain insights into leveraging cutting-edge NaaS solutions to meet the evolving enterprise demands. Watch now: https://hubs.li/Q0339mrR0 📌 Save the Date! GNE 2025 is set for 10-12 November. Mark your calendars! #GNE2024 #DigitalTransformation #MEF #TechnologyInnovation #Cybersecurity

Dell’Oro Group’s latest research forecasts the Distributed Cloud Networking market to reach $17 billion by 2028, driven by AI and hybrid cloud. “Distributed Cloud Networking is reshaping the WAN, with key trends like multi-cloud networking, WAN-as-a-Service, and SASE growth,” said Mauricio Sanchez, Senior Director of Enterprise Security and Networking. https://lnkd.in/g9msww7U #distributedcloudnetworking #SASE #WAN #AI #hybridcloud

Dell’Oro Group’s latest research forecasts the Distributed Cloud Networking market to reach $17 billion by 2028, driven by AI and hybrid cloud. “Distributed Cloud Networking is reshaping the WAN, with key trends like multi-cloud networking, WAN-as-a-Service, and SASE growth,” said Mauricio Sanchez, Senior Director of Enterprise Security and Networking. https://lnkd.in/g9msww7U #distributedcloudnetworking #SASE #WAN #AI #hybridcloud

Press Release - Mobile Core Network market 5-year forecast CAGR remains in negative territory, according to the Dell'Oro's latest report. Economic headwinds, competitive price pressure, and slow migration to 5G SA and VoNR plague the market. Learn more: https://lnkd.in/gTazsWky #MobileCoreNetwork #5GStandalone #5GSA #MobileNetworkOperator #MEC #5GCore Dave Bolan

Dell’Oro: 4G and 5G FWA revenue grew 7% in 2024; MRFR: FWA worth $182.27B by 2032 https://lnkd.in/gztDTAfq via IEEE Consumer Technology Society #fixedwirelessaccess #RAN #broadband #5G Jeff Heynen Stefan Pongratz

The Optical Transport equipment market is set to rebound from a 2024 downturn, with a projected 4% annual growth, reaching $16 billion by 2029. Learn more about the trends and key drivers fueling this growth: https://lnkd.in/gKFMEP6b Jimmy Yu #WDM #DCI #DWDM #Coherent #OpticalTransport