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Market Research
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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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Cloud provider Ethernet data center switch spending declined
March 5, 2024
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Cloud providers’ optical transport spending jumped 46% in Q4
Feb. 27, 2024
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High-end router segment impacted by carrier inventory correction
Feb. 26, 2024
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Searching for the next investment cycle
Feb. 16, 2024
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AI boosts enterprise Q4 cloud spending to nearly $74B
Feb. 12, 2024
Market Research
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AI Power and cooling demands will raise the Data Center Physical Infrastructure market to $46B
Feb. 6, 2024
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Bell Canada and SentinelOne serve up endpoint protection for Canadian businesses
Feb. 5, 2024
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Optical network automation reduces network and service management costs, says new study
Feb. 1, 2024
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Market Research
Dell’Oro Group reports worldwide Campus Switch sales surge
Jan. 2, 2024
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What’s in store for telecom in 2024
Jan. 2, 2024
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AI drives up server semiconductor and component market by 29% during Q3
Dec. 26, 2023
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Enterprise SASE spending jumps 33% in Q3
Dec. 21, 2023
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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.
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