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Following Microsoft's latest security launch, Mauricio Sanchez examines how Agentic AI is reshaping security platforms, automation, and enterprise interoperability requirements. Read the full blog: The post Agentic Security Could Strengthen Platforms—If They Remain Open appeared first on Dell'Oro Group .
Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant silicon confidence support its RAN turnaround and consistent with Dell’Oro’s AI RAN market outlook. The post Nokia AI RAN – Confidence is growing appeared first on Dell'Oro Group .
Stefan Pongratz examines six Ericsson Mobility Report takeaways shaping Dell’Oro Group's RAN forecast, highlighting how traffic growth, smartphones, FWA, and enterprise demand outweigh AI hype. The post Six RAN Takeaways from Ericsson’s Mobility Report appeared first on Dell'Oro Group .
In his latest blog, Research Director Alex Cordovil examines how industrial leaders are refocusing portfolios, expanding data center capabilities, and positioning for long-term growth driven by AI infrastructure demand. The post The Great Industrial Realignment: Pruning Portfolios, Powering the Buildout appeared first on Dell'Oro Group .
As Ericsson transitions leadership, market share trends reveal how Börje Ekholm stabilized competitiveness, defended RAN leadership, and positioned the company for future challenges. The post Ericsson Changing of the Guard appeared first on Dell'Oro Group .
After attending Cisco Live 2026 and HPE Discover 2026, Dell’Oro Group's Senior Director Siân Morgan analyzes how Cisco and HPE are connecting AI, security, automation, and campus networking strategies to capture enterprise opportunities. The post HPE Discover vs. Cisco Live: What the Leading Vendors are Saying about Campus Networking appeared first on Dell'Oro Group .
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 .
After attending Cisco Live 2026, Mauricio Sanchez analyzes Cisco’s push toward runtime resilience, AgenticOps, and AI-driven enterprise security operations modernization. Read more: The post Cisco Live 2026: AI-Ready Enterprises Need Runtime Resilience, Not Just Faster Networks appeared first on Dell'Oro Group .
After attending Cisco Live 2026, Sameh Boujelbene examines how Cisco is extending AI from the data center across enterprise infrastructure. Explore: The post Cisco Live 2026: Cisco’s AI Strategy Moves Beyond the Data Center appeared first on Dell'Oro Group .
In his latest blog, Stefan Pongratz examines why 6G is shaping up as an evolutionary, AI-native upgrade focused on efficiency and economics, while demand drivers, Cloud RAN adoption, and new use cases remain uncertain. The post 6G RAN: What Are The Knowns And Unknowns appeared first on Dell'Oro Group .
