Dell'Oro Group
@dellorogroup
Supreme Court Ruled Universal Service Fund Fee is Not a Tax: What Happens Now? networkcomputing.com/wireless-netwo… via Network Computing
Charter could see a short-term improvement in its broadband biz for Q3. The operator has historically benefited from subscriber growth in the fall “with school starting [and] people getting settled into new homes, analyst Jeff Heynen commented. fierce-network.com/broadband/char… #broadband
According to a Dell'Oro Group report, the Mobile Core Network (MCN) market experienced robust growth of 19% year-over-year (Y/Y) in 2Q 2025. Read on for more stats. bit.ly/45E9x8c #Telecom #Broadband #Network #B2B #Internet #Automation #FTTH #5G #Connectivity
According to Dell'Oro Group, Open RAN has made significant progress since the O-RAN Alliance was formed in 2018 to “reshape the RAN industry and ecosystem toward more intelligent, open, virtualized and interoperable networks.” microwavejournal.com/articles/44642
#HBM uptake began to significantly take off in 2022 due to the growth of training-focused #GPUs. In the meantime, we’re also seeing this increasing adoption rate for #AI servers or even accelerators, analyst Baron Fung told EE Times | Electronic Engineering Times eetimes.com/hbm-innovation… #datacenters
In Dell'Oro Group Q2 2025 Mobile Core Network and multi-access Edge computing report, it estimated manufacturing revenues by 5G core vendors would have a 31% year-over-year growth rate. Discover more, click the link below 👇 tinyurl.com/3pndtrws tinyurl.com/3pndtrws
Data centers take the plunge "Crypto has been probably the earlier adopter, the trailblazer in terms of electric cooling." ~ Alex Cordovil, research director, Dell'Oro Group cen.acs.org/business/Data-… via C&EN (Chemical & Engineering News) #liquidcooling #immersioncooling #datacenters
#CampusNaaS: The Enterprise’s Fourth Utility Dell’Oro’s Siân Morgan joins Executives at the Edge to explore cloud-managed simplicity, AI-driven automation & subscription models reshaping enterprise networks. 🎧 Listen: youtu.be/d8tw5A9WovA?si… Sian Morgan #MplifyAlliance #AIOps
Cisco’s Jeetu Patel flags 3 AI-driven traffic waves forcing network re-architecting. Dell’Oro’s Siân Morgan sees campus switch spend rising as enterprises prep for AI. sdxcentral.com/news/ciscos-je… via Make informed tech decisions, faster #campusnetworks #Ethernet #AI #AIOps