Market

Dell’Oro Group reports 1Q 2026 SASE market revenue rose 21% year over year to over $3B, with SSE and AI governance driving demand.

Dell’Oro forecasts IPoDWDM revenue growth at 27% CAGR through 2030 and expects ZR+ optics shifts with scale-across DCI.

Dell’Oro projects 6G RAN capex will reach $0.5T by 2034 and cumulative 6G RAN revenue will exceed $100B in the first six years.

Dell’Oro Group reports $4.4B Broadband Access revenue in 1Q 2026, with US DOCSIS 4.0 spending and 73% Y/Y Wi-Fi 7 router growth.

Delinea was named an Overall Leader in KuppingerCole’s 2026 PAM Leadership Compass and received leader rankings in three categories.

Dell’Oro Group said the worldwide Network Security market exceeded $7B in 1Q 2026, up 14% Y/Y.

After Cisco Live 2026, Sameh Boujelbene analyzes how Cisco is positioning validated AI infrastructure platforms beyond standalone hardware performance and networking speeds. The post Cisco’s AI Data Center Strategy Expands Beyond Hardware Toward Validated Infrastructure appeared first on Dell'Oro Group.

Dell’Oro says Ethernet switch sales in AI back-end networks more than doubled in 1Q 2026, about two-thirds share.

Weekly roundup covering exploit telemetry automation, AI governance integrations, telco network modernization, and microsegmentation forecasts.

Dell’Oro Group projects Microsegmentation market growth at a 21% CAGR from 2025 to 2030 and tracks HMFW at 12%.

ABI Research forecasted AI inference workloads to surpass training by 2033 and reach more than 46 GW by 2035.

Dell’Oro forecasts 16% optical transport revenue growth in 2026, projecting over $18B driven by data center interconnect demand and DCI supply limits.