Dell'Oro Group Vice President Jeff Heynen notes that North American PON equipment spending has grown Y/Y for three consecutive quarters.
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Press Release: https://lnkd.in/gUy78Bkt Dell’Oro Group Vice President Jeff Heynen notes that North American PON equipment spending has now grown Y/Y for three consecutiv…
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Dell'Oro Group
The trusted source for telecommunications, enterprise networks & security, and data center market research
- Industry
- Market Research
- Location
- Redwood City, US
- Company size
- 11–50 employees
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.
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Dell'Oro Group reported that Campus switch ASPs jumped 19 percent in 2Q 2026 due to AI-driven component shortages.
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Dell'Oro Group reported that AI back-end switch sales surpassed front-end networks in 2Q 2026.
Research & Knowledge
Dell'Oro Group noted that Ethernet further extended its lead in AI back-end networks, helping mitigate supply constraints.
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