Company intelligence
Dell'Oro Group
The trusted source for telecommunications, enterprise networks & security, and data center market research
About Dell'Oro Group
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, enterprise networks and security, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.
Verified activity
Signals from Dell'Oro Group
10 published signals
Capital & Finance
Dell'Oro Group reported that Campus switch ASPs jumped 19 percent in 2Q 2026 due to AI-driven component shortages.
Reported by Dell'Oro Group
Research & Knowledge
Dell'Oro Group Vice President Jeff Heynen notes that North American PON equipment spending has grown Y/Y for three consecutive quarters.
Reported by Dell'Oro Group
Research & Knowledge
Dell'Oro Group reported that AI back-end switch sales surpassed front-end networks in 2Q 2026.
Reported by Dell'Oro Group
Research & Knowledge
Dell'Oro Group noted that Ethernet further extended its lead in AI back-end networks, helping mitigate supply constraints.
Reported by Dell'Oro Group
Capital & Finance
Dell'Oro Group reported that orders for Networking grew 36% Y/Y, with combined DC Switching and Routing orders growing at a high-double-digit rate Y/Y.
Reported by Jimmy Yu
Capital & Finance
Dell'Oro Group reported Hewlett Packard Enterprise's fiscal quarter earnings showing that its Networking business grew 10% Y/Y, with the highest growth rate in Routers growing 23% Y/Y.
Reported by Jimmy Yu
Research & Knowledge
Dell'Oro Group published a report noting that the overall optical transport equipment market grew 15% year over year in the second quarter.
Reported by Dell'Oro Group
Presence & Recognition
Dell'Oro Group Research Director Alex Cordovil will present the Data Center Infrastructure Market Outlook at the AI Infra Summit
Reported by Dell'Oro Group
Strategy & Corporate Development
Dell'Oro Group Research Director Alex Cordovil shared his perspective with Data Center Knowledge on the SLB Kelvion acquisition highlighting a broader shift toward integrated cooling, power, and modular infrastructure for AI data centers.
Reported by Dell'Oro Group
Presence & Recognition
Dell'Oro Group's Stefan Pongratz will present Decoding the RAN Market at the Intelligent RAN Forum hosted by RCR Tech on September 22.
Reported by Dell'Oro Group