European Commission clears HPE-Juniper deal without conditions

The European Commission approved unconditionally the proposed acquisition of Juniper Networks  by Hewlett Packard Enterprise Company (HPE). The Commission concluded that the transaction would raise no competition concerns in the European Economic Area (‘EEA').

The Commission examined the transaction’s impact on the following markets: (i) the global market for wireless local area network (WLAN) equipment; (ii) the global market for wireless access points (WAPs); (iii) the EEA-wide market for Ethernet campus switches; and (iv) the global market for data center switches.

Following its market investigation, the Commission concluded that the transaction, as notified, would not significantly reduce competition in these markets. Specifically, regarding the horizontal overlaps between the companies’ activities in the WLAN equipment, WAPs, and Ethernet campus switches markets, the Commission determined that in the EEA:

• The merged entity's market position would remain moderate.

• The merged entity would continue to face competition from a wide range of competitors, including strong and established players on each of the markets.

• HPE and Juniper are not each other's closest competitors.

• Customers have a certain level of countervailing buyer power, allowing them to react in case of price increases of WLAN equipment and Ethernet campus switches.

Regarding the conglomerate links between Juniper’s switches and HPE’s activities in the global markets for high-performance computing (HPC) systems and mid-range servers, the Commission determined that in the EEA, the merged entity would not have the capability to engage in anticompetitive bundling or tying practices, because:

• The merged entity would not have a significant degree of market power either on the market for the supply of mid-range servers or on the market for the supply of HPC systems.

• Customers purchasing cycles for each of the respective products are different and therefore not conducive to allow any anticompetitive tying or bundling strategy by the merged entity.

• The merged entity would not obtain a significant advantage by offering its datacentre switches as a bundle with either HPE's servers or HPE's HPC systems.

• Competitors could replicate and challenge any tied or bundled products.

The Commission therefore concluded that the proposed merger would not raise competition concerns on any of the markets examined in the EEA or on any substantial part of it. It therefore cleared the transaction unconditionally.

https://ec.europa.eu/commission/presscorner/detail/en/ip_24_4101

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Cloudflare Achieves 30% YOY Growth in Q2, Boosting Annualized Revenue to $1.6B

Cloudflare reported strong financial results for its second quarter ending June 30, 2024. The company achieved an annualized revenue milestone of $1.6 billion, marking a 30% year-over-year increase. CEO Matthew Prince highlighted the company’s focus on execution, resulting in significant improvements in sales productivity and reinforcing Cloudflare’s essential role in helping customers modernize and secure their businesses.

• Revenue: $401.0 million, up 30% year-over-year.
• 
  Gross Profit: GAAP gross profit of $312.0 million (77.8% margin); Non-GAAP gross profit of $316.6 million (79.0% margin).
• Operating Income (Loss): GAAP loss of $34.7 million (8.7% of revenue); Non-GAAP income of $57.0 million (14.2% of revenue).
• Net Income (Loss): GAAP net loss of $15.1 million; Non-GAAP net income of $69.5 million.
• Cash Flow: Net operating cash flow of $74.8 million; Free cash flow of $38.3 million (10% of revenue).
• Cash Position: $1,757.4 million in cash, cash equivalents, and available-for-sale securities.

“We had a strong second quarter, crossing $1.6 billion in annualized revenue and growing 30% year-over-year. The world is still complicated, but our team remained focused on execution and delivered terrific results, including a double-digit year-over-year improvement in sales productivity,” said Matthew Prince, co-founder & CEO of Cloudflare. “I’m proud of how Cloudflare rises to the occasion to help our customers solve some of the hardest problems they face when modernizing, transforming, and securing their businesses—checking off even more value with the promise of our connectivity cloud and reinforcing Cloudflare’s position on ‘must-have’ lists.”

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Lumen Confirms Fiber Supply Deal With Corning

 Lumen Technologies confirmed a significant supply agreement with Corninfor next-generation optical cable, aiming to more than double its U.S. intercity fiber miles to support the growing demands of AI workloads and high-bandwidth applications. This deal secures 10% of Corning’s global fiber capacity for the next two years, marking Lumen’s largest cable purchase to date. The partnership will support major data center operators, including Microsoft, by enhancing Lumen’s extensive ultra-low-loss intercity fiber network, which connects over 50 major cities across North America. Lumen is also creating a digital platform on its physical network to offer cloud-like consumption of network services through its Private Connectivity Fabric.

Key Points:

• Secures 10% of Corning’s global fiber capacity for the next two years.

• Aims to double Lumen’s U.S. intercity fiber miles.

• Supports AI workloads and high-bandwidth applications.

• Enhances network infrastructure for major data center operators, including Microsoft.

• Lumen’s network connects over 50 major cities in North America.

• Lumen is developing a digital platform for cloud-like network service consumption.

“As generative AI increases bandwidth requirements between data centers, we’re pleased to reach an agreement with Lumen Technologies to provide our latest optical fiber and cable innovations to facilitate Lumen’s build of a new network to interconnect AI-enabled data centers,” said Wendell P. Weeks, chairman and CEO of Corning Incorporated.

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T-Mobile US tops 100 million customers

T-Mobile US announced its second quarter 2024 results, showcasing exceptional customer growth and financial performance. The company achieved industry-leading postpaid net account additions and surpassed the 100 million postpaid customers milestone. Additionally, T-Mobile reported the highest Q2 postpaid phone net customer additions in its history, underlining its market dominance.

Financially, T-Mobile's service revenues grew by 4% year-over-year, reaching $16.4 billion, while postpaid service revenues saw a 7% increase. The company's net income soared by 32% to $2.9 billion, and diluted earnings per share (EPS) rose by 34% to $2.49. The impressive financial growth translated into record-high cash flows, with adjusted free cash flow growing 54% year-over-year to $4.4 billion.

T-Mobile's network performance also stood out, sweeping every category for overall network performance in the latest third-party reports. The company continued to expand its 5G network, carrying 87% of its 5G traffic on sites with three spectrum layers. T-Mobile's recent proposed acquisition of Metronet aims to complement its fixed wireless offerings and capitalize on fiber opportunities, further solidifying its position as an industry leader.

Key Points:

• Customer Growth:

  • Postpaid net account additions: 301,000
  • Postpaid net customer additions: 1.3 million
  • Postpaid phone net customer additions: 777,000
  • High-speed internet net customer additions: 406,000

• Financial Performance:

  • Service revenues: $16.4 billion (4% YoY growth)
  • Postpaid service revenues: $12.9 billion (7% YoY growth)
  • Net income: $2.9 billion (32% YoY growth)
  • EPS: $2.49 (34% YoY growth)
  • Core adjusted EBITDA: $8.0 billion (9% YoY growth)
  • Net cash from operating activities: $5.5 billion (27% YoY growth)
  • Adjusted free cash flow: $4.4 billion (54% YoY growth)
  • Returned $3.0 billion to stockholders in Q2 2024

• Network Performance:

  • Swept all categories for overall network performance in third-party reports
  • 87% of 5G traffic carried on sites with three spectrum layers
  • Proposed acquisition of Metronet to enhance fiber offerings

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#FiberConnect24: Fiber's Access Future from 10G to 100G - Nokia

 How is fiber technology evolving to meet future demands? Look ahead!

Stefaan Vanhastel, Head of Marketing & Innovation from Nokia explains:

- Fiber infrastructure is built to last 100 years, passing every home and building for generations

- Current 10 Gig era is expanding to include 25 Gig, 50 Gig, and 100 Gig options for diverse operator needs

- Advanced chipset technology enables higher speeds, supporting new services beyond fiber-to-home networks

https://youtu.be/59Fp_Tke-7s

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: Core to Edge Performance Evolution - Adtran

Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How is fiber technology evolving to meet future network demands? Which segment of the network feels the heat next?

Robert Conger, SVP, Technology and Strategy from Adtran explains:

- Core DWDM technology is miniaturizing into small plugs, moving coherent DWDM to the network edge

- Access networks are transitioning from gigabit to multi-gig era, with 10G PON and future 50G PON technologies

- Intelligent network monitoring and cloud-based analytics are optimizing performance and improving subscriber experience

https://youtu.be/zT0bXlk9Idc

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: Innovation for Challenging Fiber Installations - DZS

 How can service providers accelerate fiber deployment in challenging areas?

Geoff Burke, Chief Marketing Officer from DZS, gives us the rundown:

- Fiber extension technologies like G.fast and MG.fast offer symmetrical gigabit services for MDUs and historically challenging locations

- Fixed wireless access provides a cost-effective gigabit-ready solution for remote areas, with 45-60% lower deployment costs than fiber

- Hardened coherent optics deliver 100-400 Gig connectivity to the network edge, supporting robust middle-mile infrastructure for fiber deployments

https://youtu.be/gZ0Pfzmf9-A

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: 10-Second ONT Installation for Fiber Rollouts - Genexis

How can we ensure smooth fiber broadband installation in every home?

Kajsa Arvidsson, Chief Marketing Officer from Genexis explains:

- Smart installation of fiber in the home using ONTs that can be installed in less than 10 seconds

- Interoperable ONTs that work with any OLT in the market, making installation easy to learn and even suitable for DIY

- All-in-one solution with connectors for cable TV, voice, and multiple ports to distribute fiber throughout the home

https://youtu.be/_1qGIRpYw1M

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: 4 Ingredients for Faster Fiber Deployment - Render

 Render Networks has expanded its mobile application suite and device compatibility, reinforcing its leadership in construction management and enabling network and construction teams to complete projects at least 15% faster. This update promotes a mobile-first strategy, allowing field crews to document, finalize builds, and perform maintenance using their preferred smartphones or tablets, enhancing adoption and productivity by over 20% through real-time data capture and task clarity.

Key Points:

Flexible Device Choice: Supports both Apple and Android devices, enhancing field crew adoption.

Improved Productivity: Increases daily production by more than 20% through real-time data capture and task management.

User-Friendly Interface: Simplified interface for managing workloads, editing tasks, and tracking progress.

Accurate As-Builts: Industry-leading digital redline capability ensures precise documentation of completed work.

Addressing Industry Challenges: Supports NTIA’s BEAD funding goals by enhancing workforce efficiency amid a skilled technician shortage, helping to connect more communities to reliable broadband.

https://youtu.be/m15V95R99PM

Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How can we accelerate our fiber future?

Sam Pratt, CEO from Render Networks explains:

- Frictionless field adoption enables construction teams to access essential information effortlessly
- Clear construction scope ensures tasks are completed in the correct sequence
- Real-time visibility and insights allow for better resource allocation in a supply-constrained environment

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: DC Blox on Lessons from Hyperscalers

 Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How are hyperscalers reshaping internet infrastructure and what impact do they have on fiber deployments?

Bill Thomson, Marketing and Product Management from DC Blox shares these insights:

- Hyperscalers are building large data centers to move infrastructure and services closer to end users in specific regions

- They are also developing dark fiber capacity to connect these data centers, effectively rebuilding the internet in their own image

- Traditional telecom-based networks are insufficient in capacity and reach for hyperscalers' needs, driving the demand for new dark fiber infrastructure

https://youtu.be/7lwXCCclN2g

Want to be involved our video series? Contact info@nextgeninfra.io

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Dell'Oro: Network Security Market to Hit $40B by 2028

The worldwide network security market, including firewall, SSE, traditional SWG appliance, WAF, and ADC segments, is expected to grow to nearly $40 B by 2028, according to a new report from Dell'Oro Group. This growth is driven by a significant shift in enterprise security spending towards cloud-based Secure Service Edge (SSE) and Web Application Firewall (WAF) solutions, which are forecasted to achieve mid-teen double-digit CAGRs, in contrast to the single-digit CAGR projected for traditional firewall solutions.

“We’re seeing a major pivot in how enterprises approach security, with SSE and SaaS-based WAF solutions taking center stage due to their superior flexibility and scalability as cloud-delivered solutions,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “As organizations increasingly embrace cloud-first strategies and digital transformation, these advanced security models are becoming indispensable, driving rapid market growth,” added Sanchez.

Additional highlights from the Network Security 5-Year July 2024 Forecast Report:

SSE Market: The SSE market is anticipated to surpass $10 B by 2028, with a double-digit CAGR. This robust growth is driven by the increasing transition of security perimeters to cloud-based services, catering to the needs of distributed applications and hybrid work models.

WAF Market: Driven by the increased emphasis on digital transformation initiatives and the necessity of securely deploying enterprise applications on the Internet, the WAF market is projected to grow robustly. It is expected to reach nearly $6 B by 2028, reflecting a double-digit CAGR.

Firewall Market: The Firewall market is projected to grow at a single-digit CAGR, reaching over $19 B by 2028. While near-term softness is expected as the market corrects from the pandemic-induced surge, a new refresh cycle is anticipated to alleviate this, though it won’t be as strong as the post-pandemic boom.

Form Factor Shift: SaaS and virtual-based solutions are expected to grow at a 16 percent CAGR, compared to 6 percent for physical appliances. By 2026, SaaS and virtual-based solutions are projected to account for over half of the Network Security market.

https://www.delloro.com/news/network-security-market-to-hit-40-b-by-2028-with-cloud-based-solutions-driving-the-growth/

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Dell'Oro: Broadband Equipment Spending Expected to Grow

Broadband Access Equipment market is forecasted to grow 2 percent on average for the next five years (2024-2028) due in part to lower spending in 2024 as operators continue to absorb excess inventory and, in the case of Tier 1 cable operators, dramatically slow their purchases of new DOCSIS CPE, according to a new report from Dell'Oro Group.

“Most service providers are taking a conservative approach to 2024, choosing to rely on existing inventory as they receive mixed signals on inflation, consumer spending, and new home construction,” said Jeff Heynen, Vice President at Dell’Oro Group. “2025 is shaping up to be a rebound year for spending, driven by ongoing fiber network expansions as well as cable DAA upgrades,” added Heynen.

Additional highlights from the Broadband Access & Home Networking 5-Year July 2024 Forecast Report:

• PON equipment revenue is expected to grow from $11.1 B in 2023 to $12.9 B in 2028, driven largely by XGS-PON deployments in North America, EMEA, and CALA, as well as FTTR (Fiber to the Room) and 50 Gbps deployments in China.
• Revenue for Cable Distributed Access Equipment (Virtual CCAP, Remote PHY Devices, Remote MACPHY Devices, and Remote OLTs) is expected to peak at $1.2 B in 2027, as operators continue their DOCSIS 4.0 and early fiber deployments.
• Revenue for Fixed Wireless CPE is expected to reach $2.6 B by 2028, led by shipments of 5G sub-6 GHz and a growing number of 5G millimeter wave units.
• Revenue for Wi-Fi 7 residential routers and broadband CPE with WLAN will reach $8.4 B by 2028, as the technology is rapidly adopted by consumers and service providers alike.

https://www.delloro.com/news/broadband-equipment-spending-expected-to-grow-at-2-percent-cagr-over-next-five-years-according-to-delloro-group/

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STL Unveils High-Density 864F Micro Cables for US Fiber Networks

STL introduced its high-density 864F Micro Cables, designed to enhance connectivity in dense fiber networks across the US. These innovative cables offer superior fiber density, efficient installation, and sustainability benefits.

Key Points:

• Ultra-high fiber density: 1.5X more fibers in the same diameter; easy installation up to 1500m in 14mm ducts.
• Longer network life: Bend-insensitive 200-micron fiber increases power budget, reduces maintenance, and speeds up installation.
• Sustainable and cost-saving: Uses 40% less plastic, cutting civil costs by up to 70%.
• Easy to install: Slim outer jacket and reduced form factor enable tighter coiling and easier fiber bundle access.
• Additional product: Intelligently Bonded Ribbon (IBR) Armored cable ensures easy installation and excellent splicing outcomes.
• Local production: STL’s South Carolina facility supports federal and private broadband projects, including the BEAD Program.

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Marvell intros Structera CXL for Enhanced Memory Performance

 Marvell introduced its new Structera product line of Compute Express Link (CXL) devices, aimed at resolving memory performance and scaling challenges in cloud data centers. These devices are designed to enable cloud operators to efficiently add memory to general-purpose servers, addressing the inefficiencies and high costs associated with memory-intensive applications. By leveraging the CXL industry standard, Marvell's Structera line allows for the creation of new architectures that enhance memory bandwidth and capacity without the need for additional servers.

The Structera product line includes two families of CXL devices tailored to specific use cases. The Structera A CXL near-memory accelerators integrate server-class processor cores and multiple memory channels to cater to high-bandwidth applications such as deep learning recommendation models (DLRM) and machine learning. The Structera X CXL memory-expansion controllers, on the other hand, are designed to add terabytes of memory to general-purpose servers, supporting high-capacity applications like in-memory databases. These products, which are the first in the industry to support four memory channels and utilize 5nm manufacturing processes, also incorporate inline compression for enhanced performance.

Marvell Structera A 2504

• PCIe 5.0/CXL2.0 x16
• Four channels of DRAM DDR5 6400 MT/sec  
• Two memory DIMMs per channel (2DPC) support
• 16 Arm Neoverse V2 cores at 3.2 GHz 
• Inline LZ4 compression and decompression 
• Inline AES-XTS 256-bit encryption and decryption 
• Embedded hardware security module and secure boot

Marvell Structera X 2404

• PCIe 5.0/CXL2.0 1 x16 or 2 x8
• Four channels of DRAM DDR4 3200 MT/sec 
• Three memory DIMMs per channel (3DPC) support
• Inline LZ4 compression and decompression
• Inline AES-XTS 256-bit encryption and decryption
• Embedded hardware security module and secure boot

Marvell Structera X 2504

• PCIe 5.0/CXL2.0 1 x16 or 2 x8
• Four channels of DRAM DDR5 6400 MT/sec 
• Two memory DIMMs per channel (2DPC) support
• Inline LZ4 compression and decompression
• Inline AES-XTS 256-bit encryption and decryption
• Embedded hardware security module and secure boot

“Our new Structera CXL product line will be a game-changer in enabling optimal resource utilization and lowering energy consumption for scaling memory-intensive workloads in the cloud,” said Raghib Hussain, president of products and technologies at Marvell. “Marvell is delivering on the promise of CXL and our commitment to customers to help them solve their most challenging issues. CXL will continue to be a critical technology enabler for accelerated infrastructure across our compute, connectivity and storage portfolios.” 

Sampling is expected in Q4.

https://youtu.be/0OMKdlf5_fw

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Lumen reserves 10% of Corning’s global fiber capacity to connect AI data centers

As part of its Q2 financial report, Corning announced that Lumen Technologies has reserved 10% of Corning’s global fiber capacity for each of the next two years to interconnect AI-enabled data centers.  This will be the first outside-plant deployment of Corning’s new generative-AI fiber and cable system, which enables Lumen to fit two to four times the amount of fiber into their existing conduit.

The news led to a huge jump in Lumen's stock price on Tuesday.

Wendell P. Weeks, chairman and chief executive officer, said, “Our strong second-quarter results exceeded the guidance we provided in April and marked a return to year-over-year core sales and EPS growth. The outperformance was driven primarily by the strong adoption of our new optical connectivity products for generative AI, which drove record sales in the Enterprise portion of our Optical Communications business. The opportunity is only growing; in fact, in the third quarter, we reached an agreement with Lumen Technologies that uses our new gen-AI fiber and cable system to facilitate Lumen’s build of a new network to interconnect AI-enabled data centers.”

Second-Quarter 2024 Financial Highlights:

• GAAP sales were $3.25 billion. Core sales were $3.60 billion.
• GAAP EPS was $0.12, and core EPS was $0.47. The difference between GAAP and core EPS primarily reflected constant currency adjustments, translated earnings contract gains, and translation gains on Japanese-yen-denominated debt, as well as restructuring and non-cash asset write-off charges.
• GAAP gross margin was 29.2%. Core gross margin improved sequentially and year over year by 110 and 170 basis points, respectively, to 37.9%.
• GAAP operating cash flow was $521 million, and adjusted free cash flow was $353 million.

In Optical Communications, second-quarter sales were $1.1 billion, up 20% sequentially, marking a return to growth. Year over year, sales increased 4%, reflecting record sales in the Enterprise portion of the business, which was up 42%, driven by AI-related connectivity solutions. Second-quarter net income was $143 million, up 43% sequentially, driven by strong incremental profit on the higher volume.

https://investor.corning.com/news-and-events/news/news-details/2024/Corning-Reports-Strong-Second-Quarter-2024-Financial-Results-Exceeding-April-Guidance-and-Marking-Return-to-Year-over-Year-Sales-Growth/default.aspx

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#FiberConnect24: Key Priorities for Accelerating the Fiber Future

Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How is fiber broadband accelerating our future?

Gary Bolton, President from Fiber Broadband Association explains:

- Fiber is critical infrastructure for building our future, beyond just meeting minimum speeds
- Accelerating deployment is crucial, as speed reduces costs and inefficiencies
- Protecting the network through trusted fiber initiatives and collaboration with security agencies is essential.

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: Fiber's Role in Connecting Rural America

Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How can fiber infrastructure bridge the digital divide in rural America?

Jimmy Todd, CEO from Nex-Tech explains:

- Fiber is crucial for connecting unserved and underserved rural communities, preventing disparities between urban and rural areas
- Funding programs like BEAD, ARPA, and USDA grants need to consider population density and high-cost thresholds when allocating resources for rural fiber deployment
- Streamlining permitting processes and addressing challenges like terrain and distance is essential to accelerate rural fiber connectivity

https://youtu.be/i1eW_0oxeXY

Want to be involved our video series? Contact info@nextgeninfra.io

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#FiberConnect24: Innovative Tools for Faster Fiber Rollouts

Check out the rest of Fiber Connect 2024 showcase here: https://ngi.fyi/fiberconnect24yt

How is Clearfield helping the broadband providers to overcome the barriers and Accelerate our Fiber Future?

Cheri Beranek, President and CEO from Clearfield explains:

- Introducing "BILT," a mobile app providing 3D images for on-site education and support
- Focusing on reducing operational expenses (Opex) in network construction through innovative product designs
- Developing solutions like the "Deploy Reel TAP" box to minimize labor requirements and skill levels needed for technicians

https://youtu.be/x-JsFO3wsbo
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Arista reports Q2 sales of $1.69 billion, up 15.9% yoy

Arista Networks reported the following Q2 2024 numbers:

• Revenue of $1.690 billion, an increase of 7.6% compared to the first quarter of 2024, and an increase of 15.9% from the second quarter of 2023.
• 
  GAAP gross margin of 64.9%, compared to GAAP gross margin of 63.7% in the first quarter of 2024 and 60.6% in the second quarter of 2023.
• Non-GAAP gross margin of 65.4%, compared to non-GAAP gross margin of 64.2% in the first quarter of 2024 and 61.3% in the second quarter of 2023.
• GAAP net income of $665.4 million, or $2.08 per diluted share, compared to GAAP net income of $491.9 million, or $1.55 per diluted share in the second quarter of 2023.
• Non-GAAP net income of $672.6 million, or $2.10 per diluted share, compared to non-GAAP net income of $501.2 million, or $1.58 per diluted share in the second quarter of 2023.

“On the heels of our June celebration of 10 years as a public company, I would again like to thank our customers, employees and partners for contributing to our success as we arrived at this important milestone,” said Jayshree Ullal, Chairperson and CEO of Arista Networks. “Our Q2 2024 financial results demonstrate Arista's powerful combination of growth, profitability and best of breed platforms.”

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Dell'Oro: Campus Switch Revenues to Plunge in 2024

Campus Switch sales hit a stratospheric high in 2023 but are expected to come sharply back down to earth in 2024, contracting by 16 percent, according to a new report fro Dell’Oro Group. The report predictsa 6 percent rebound in Campus Switch revenues in 2025, and then steady growth until 2028.

“Vendors backlogs are now normalized,” said Siân Morgan, Research Director at Dell’Oro Group. “Manufacturers are back to generating new demand instead of relying on backlogged orders for revenues.

“The Campus Switch market is in a lull, following on from the record levels of revenues experienced in 2023.  However, we expect that digital transformation projects and WLAN upgrades will return the Campus Switch market to growth in 2025.  While we see a risk of IT spending shift to Artificial Intelligence (AI) in the enterprise, the AI revolution will also drive some network upgrades,” added Morgan.

Additional highlights from the Ethernet Switch – Campus 5-Year July 2024 Forecast Report:

• AIOps features remain pivotal for vendors striving to enhance their competitive positioning in the Campus Switch market. These features will help boost prices between 2024 and 2028.
• The adoption of 2.5/5.0 Gbps ports, and ports supporting PoE (Power over Ethernet), will be driven by sales of the next generation of WLAN and IoT devices.
• Hybrid work models being adopted by enterprises will put both downward and upward pressures on Campus Switch spending.
• The share of Campus Switch revenues from sales to enterprises in China is expected to increase in the period between 2023 and 2028.

https://www.delloro.com/news/campus-switch-revenues-will-plunge-in-2024/

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