DellOro research on DCN 5G FWA CNAPP and cooling - December 2025
... Analysts reported Distributed Cloud Networking, 5G Mobile Core and Multi-Access Edge Computing (MEC), Fixed Wireless Access, Cloud Native Application Protection Platform (CNAPP), Data Center Liquid Cooling ...
Distributed Cloud Networking
... The firm projects DCN revenue will reach $21 billion by 2029 at a 30 percent Compound Annual Growth rate (CAGR). The report defines Distributed Cloud Networking as the platforms and services that deliver consistent connectivity, policy enforcement, and telemetry from users across the Wide Area Network (WAN) to distributed cloud and application edges. ...
5G Mobile Core and MEC
... Analysts reported Dell’Oro Group raised its five-year mobile core network forecast to a 12 percent CAGR and its MEC forecast to a 22 percent CAGR. The report links the revised forecasts to an inflection in 5G standalone adoption and growing demand for low-latency Artificial Intelligence (AI) applications. ...
Fixed Wireless Access
... The firm projects total Fixed-Wireless Access (FWA) revenues will advance about 10 percent in 2025. The report states total FWA subscriptions are expected to surpass 191 million by 2029. ...
CNAPP
... The firm forecasts CNAPP revenue will reach $12.9 billion by 2030 with nearly a 30 percent CAGR from 2025. The report states Wiz held the largest CNAPP revenue share in 3Q 2025 at 19 percent with Microsoft at 18 percent. The report notes Google’s pending acquisition of Wiz has cleared U.S. antitrust review and that European regulators have an initial decision scheduled for February. ...
Data Center Liquid Cooling
... The firm forecasts the global data center liquid cooling market will reach about $7 billion by 2029. The report projects the market will roughly double in 2025 to close to $3 billion. The note projects leading-edge Graphics Processing Unit (GPU) TDPs will exceed 4,000 W by 2029. ...
- Dell’Oro Group forecasts $21 billion in DCN revenue by 2029
Dell’Oro Group projects distributed cloud networking revenue will reach $21 billion by 2029 at a 30% CAGR. - Dell'Oro Group projects distributed cloud networking revenue to $21 billion by 2029
Dell'Oro Group projected distributed cloud networking revenue would reach $21 billion by 2029 at a 30% CAGR. - Dell’Oro Group revises 5G mobile core and MEC forecasts
Dell’Oro Group raised five-year forecasts: mobile core network to 12% CAGR and MEC to 22% CAGR due to 5G SA adoption. - Dell'Oro Group raises five-year forecasts for 5G mobile core network and MEC
Dell'Oro Group raised five-year forecasts for 5G Mobile Core Network and MEC, citing demand for lower-latency AI applications. - Dell’Oro Group says FWA revenues to rise 10% in 2025
Dell’Oro Group projects FWA revenues to advance 10% in 2025 and subscriptions to exceed 191 million by 2029. - Dell’Oro Group forecasts CNAPP market to reach $12.9 billion by 2030
Dell’Oro Group forecasts CNAPP revenue will reach $12.9 billion by 2030 with near‑30% CAGR as enterprises standardize cloud controls. - Dell’Oro Group forecasts data center liquid cooling market to reach $7 billion by 2029
Dell’Oro Group forecasts the data center liquid cooling market will reach about $7 billion by 2029 as AI raises accelerator thermal loads.