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AT&T and Comcast Business remain dominant SD-WAN players in a challenged market

March 7, 2024
Vertical Systems Group notes SD-WAN growth slowed in 2023 due to various challenges to service providers.
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Amazon, Meta, and Enterprise spending to drive up data center capex to 11% growth in 2024

Dec. 17, 2023
A new Dell’Oro Group report reveals that the market will bounce back as cloud providers restart new plans in the coming year.
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Gigabit Ethernet service adoption continues to rise

Dec. 12, 2023
New research from Vertical Systems Group reveals that gigabit Ethernet ports are growing at double-digit CAGR.
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Weathering the storm

Dec. 8, 2023
The North American optical transport equipment market hit turbulence in the third quarter as revenues dropped 4 percent year-over-year due to what Dell’Oro Group says is excess...
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Dedicated Internet Access (DIA) to become the dominant Ethernet service

Dec. 5, 2023
Vertical Systems Group says DIA will surpass other Ethernet services for businesses.
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Cloud service provider switch sales slowed during Q3

Dec. 4, 2023
Dell’Oro Group report indicates data center providers are shifting focus to AI and digesting existing capacity.