Dell'Oro Group

money falling off cliff

Broadband

Cable gear spending hits an all-time low — Dell'Oro

Cable equipment spend slumped in Q2, Dell’Oro found, as operators deal with subscriber losses and await DOCSIS 4.0 developments.

Masha Abarinova Sep 11, 2025 2:05pm

chess board

Is Amphenol on its way to becoming the next big vendor?

Aug 21, 2025 3:33pm

Illustration An arrow made of clouds points upwards on top of increasingly tall data center racks

Dell'Oro projects 21% CAGR data center capex growth through 2029

Aug 6, 2025 1:02pm

buildings

The incredible shrinking CommScope sells its Connectivity biz for $10.5B

Aug 4, 2025 1:09pm

dollars flying out of cloud

Optical transport is on the way to a $19B comeback

Jul 30, 2025 12:55pm

Illustration An arrow made of clouds points upwards on top of increasingly tall data center racks

Dell'Oro: Router, aggregation switch markets to grow at 4% CAGR

Jul 29, 2025 1:20pm