Market

Dell'Oro Group reported High End Router revenue rose 23% year-over-year in Q3 2025; Core Routers rose 68%.

Dell’Oro Group says global network security revenue topped $6 billion in 3Q 2025 and is on track to exceed $26 billion in 2025.

Dell'Oro Group said global network security revenue topped $6 billion in 3Q 2025 and was on pace to exceed $26 billion for 2025.

Ericsson partnered with LotusFlare and took a minority stake to accelerate adoption of network APIs.

Broadband Access Equipment revenue declined 5% year-over-year as Fixed Wireless and Wi-Fi 7 unit shipments reached new highs.

Dell'Oro Group analyzes Nokia's $1B NVIDIA partnership and its AI-powered RAN strategy affecting vendor dynamics and 6G plans.

Dell’Oro Group reports 15% year-over-year growth in the optical transport market in 3Q25 driven by cloud demand and vendor market share shifts.

Weekly roundup covering CISA exploited-vulnerability additions, industrial control system advisories, and 5G contract extensions.

Yan Yilong analyzes China's 15th Five-Year Plan highlighting its role in long-term national governance, combining market principles with government policy, and supporting global industrial development, the green transition, and economic cooperation, emphasizing China's contributions to global stability and opportunity.

Aviz Networks and ITOCHU Techno-Solutions agreed to distribute AI networking solutions across Japan to support enhanced network management.

Dell’Oro Group reports stable RAN revenue outside China and 14% increase in Mobile Core Network revenue excluding China in 3Q 2025.

Ericsson Mobility Report shows 5G subscriptions at one-third of mobile subscriptions, with 20% data traffic growth between 2024 and 2025.