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Home - Dell'Oro Group - Page 3
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Dell’Oro Group

  • Dell’Oro: Open RAN beats Q3 expectations

    by Kelly Hill December 2, 2022
    by Kelly Hill December 2, 2022

    “The Open RAN train continues to … accelerate at a faster pace than expected,” analyst firm says Open RAN revenues for the third quarter of 2022 more than doubled on …

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  • SASE surges despite economic slump: Dell’Oro Group

    by Sean Kinney, Principal Analyst September 20, 2022
    by Sean Kinney, Principal Analyst September 20, 2022

    SASE market grows 30% in the second quarter Against the backdrop of an inflationary economy and warnings signs of a recession, the combination of networking, security and other services at …

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  • Five thousand private 5G networks in China? BS! Talking definitions, storms in teacups

    by James Blackman August 3, 2022
    by James Blackman August 3, 2022

    Someone somewhere said something about 5,000 ‘private networks’ in China. (Forgive me for not having the reference to hand; I am trying to write quickly and cover ground.) The point, …

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  • Who is buying Open RAN? Market sizing, outlook

    by Sean Kinney, Principal Analyst August 2, 2022
    by Sean Kinney, Principal Analyst August 2, 2022

    Open RAN investment grows from less than 1 percent of total RAN spend in 2019 to 3-5 percent in 2022 While there are distinctions between Open RAN, open virtualized RAN, …

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  • Dell’Oro Group revises Open RAN and vRAN forecast upward

    by Catherine Sbeglia Nin July 27, 2022
    by Catherine Sbeglia Nin July 27, 2022

    The market research firm cited a higher-than-expected starting point for the Open RAN and vRAN markets, as well as improved momentum Dell’Oro Group has revised its forecast for near-term Open …

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  • ‘Below expectations’ – near-term private LTE and 5G forecasts adjusted down, again

    by James Blackman July 15, 2022
    by James Blackman July 15, 2022

    Analyst house Dell’Oro Group has adjusted down its near-term forecast for the private LTE and 5G market. It said its calculations show that radio access network (RAN) shipments and revenues …

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  • Well, technically… the answer is somewhere in the middle (Ep. 65): Dell’Oro Group’s Tam Dell’Oro

    by Catherine Sbeglia Nin April 5, 2022
    by Catherine Sbeglia Nin April 5, 2022

    Founder and CEO of Dell’Oro Group Tam Dell’Oro provides insight into the ongoing supply-chain constraints impacting the entire technology industry and weighs in on when we can expect things to go back to normal.

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  • SASE networking and security spend tops $4 Billion, says Dell’Oro Group

    by Catherine Sbeglia Nin March 22, 2022
    by Catherine Sbeglia Nin March 22, 2022

    SASE combines network security functions together with principles of SD-WAN According a new Dell’Oro Group report, the Secure Access Service Edge (SASE) market saw a 37% growth in 2021, fueled …

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  • ‘Users will bypass Wi-Fi 6E in favor of Wi-Fi 7’: Tam Dell’Oro on Wireless LAN forecast

    by Catherine Sbeglia Nin February 10, 2022
    by Catherine Sbeglia Nin February 10, 2022

    Dell’Oro CEO says all the signals are pointing to Wi-Fi 7 as the important enterprise upgrade In a conversation with RCR Wireless News, Dell’Oro Group founder and CEO Tam Dell’Oro …

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  • Slow 5G SA adoption hits mobile core network growth: Study

    by Juan Pedro Tomás January 20, 2022
    by Juan Pedro Tomás January 20, 2022

    Research company Dell’Oro Group noted in a new forecast report that growth in the global mobile core network markeT (MCN) was being impacted by slow deployments of 5G Standalone (SA) …

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  • Private 5G revenues are ‘negligible’ but improving: Dell’Oro

    by Kelly Hill November 29, 2021
    by Kelly Hill November 29, 2021

    Private 5G network revenues are still a tiny fraction of the overall revenues in the telecom network market, but activity is on the rise and companies around the world are …

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  • 5G mmWave slowdown not impacting forecast (Analyst Angle)

    by RCR Wireless News October 19, 2021
    by RCR Wireless News October 19, 2021

    Following two years of exponential growth, preliminary estimates suggest total 5G NR RAN millimeter (mmWave) revenue growth – including radio and baseband but excluding services – stabilized in the second …

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  • Open RAN revenues could surpass proprietary RAN revenues by 2025: Dell’Oro Group

    by Sean Kinney, Principal Analyst September 17, 2021
    by Sean Kinney, Principal Analyst September 17, 2021

    Operators are focused on leveraging Open RAN to lower per-site TCO, according Dell’Oro Group VP Telecoms industry analyst Stefan Pongratz, vice president of the Dell’Oro Group, this week told attendees …

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  • Despite trial activity, many operators hesitant on transition to standalone 5G: Dell’Oro Group

    by Sean Kinney, Principal Analyst August 25, 2021
    by Sean Kinney, Principal Analyst August 25, 2021

    With the exception of China, indecisiveness on the move to standalone 5G is slowing mobile core network market growth In a research report published today, the Dell’Oro Group found that …

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  • ‘Rather large’ – 2025 private LTE/5G RAN revenues to top $2bn, rising on China surge

    by James Blackman June 24, 2021
    by James Blackman June 24, 2021

    Global revenues from the sale of radio equipment for private LTE and 5G networks will top $2 billion by 2025, with the balance tilting towards 5G by the end of …

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  • The present and future of network automation

    by Sean Kinney, Principal Analyst February 12, 2021
    by Sean Kinney, Principal Analyst February 12, 2021

    As 5G continues its evolution toward broad digital enablement of the enterprise, the proliferation of artificial intelligence and machine learning in networks will be a crucial part of service provider …

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  • Dell’Oro expects double-digit Open RAN growth

    by Kelly Hill February 5, 2021
    by Kelly Hill February 5, 2021

    Over the new few years, Open RAN worldwide revenues are expected to grow at double-digit rates, according to Dell’Oro Group. The analyst firm forecasts in a new report that cumulative …

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  • Four CBRS predictions

    by Kelly Hill July 13, 2020
    by Kelly Hill July 13, 2020

    The Citizens Broadband Radio Service has a lot going for it: a 150-megahertz slice of midband spectrum, a substantial device and equipment ecosystem and early commercial deployments that were given …

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  • CBRS investments accelerate in 1Q20–adds confidence to forecast (Analyst Angle)

    by Stefan Pongratz June 10, 2020
    by Stefan Pongratz June 10, 2020

    Preliminary estimates suggest 1Q20 CBRS RAN revenues were in line with expectations, accounting for 1% to 3% of the overall 1Q20 North American RAN market. Even if the regulatory process …

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  • Wi-Fi 6E to lift 2021 wireless LAN market (Analyst Angle)

    by RCR Wireless News May 11, 2020
    by RCR Wireless News May 11, 2020

    The year 2020 will certainly go down in history as a remarkable one for Wi-Fi, as the industry is being awarded massive increases in spectrum.  On April 23, the U.S. …

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  • Virtualization, subscriber saturation to limit broadband access equipment growth: Report

    by Catherine Sbeglia Nin February 3, 2020
    by Catherine Sbeglia Nin February 3, 2020

    The broadband access equipment market will decrease with a 2% CAGR from 2019 to 2024 According to the Dell’Oro Group Broadband Access 5-Year Forecast Report, the cable broadband access equipment …

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  • Dell’Oro Group: Open RAN ‘value narrative is morphing’

    by Sean Kinney, Principal Analyst November 4, 2019
    by Sean Kinney, Principal Analyst November 4, 2019

    Initially open RAN value prop hinged on lower TCO The dominant open RAN talking points focus on leveraging open interfaces and general purpose hardware to lower total cost of ownership …

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  • Amid mixed wireless LAN market results, Wi-Fi 6 boosts sales

    by Catherine Sbeglia Nin September 5, 2019
    by Catherine Sbeglia Nin September 5, 2019

    Soft Wireless LAN market results caused analysts to ask: is this the calm before the storm? The wireless LAN market showed mixed results in the second quarter of 2019, according …

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  • The 5G vision holds steady while the forecast adapts (Analyst Angle)

    by RCR Wireless News May 20, 2019
    by RCR Wireless News May 20, 2019

    With 5G NR now a reality and preliminary estimates indicating that 5G NR comprises a tangible portion of the overall RAN market, some reflection to better assess how the vision …

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  • Analyst Angle: 5G to dominate marketing—LTE to dominate capacity

    by Stefan Pongratz October 18, 2018
    by Stefan Pongratz October 18, 2018

    In addition to the typical location asymmetries between data consumption and mobile infrastructure investments that characterized the first part of the LTE cycle (Figure 1), differing spectrum assets among the …

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