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OTN hardware annual sales to surpass USD 18 bln for first time since 2000 - research

(Telecompaper) The latest optical transport equipment forecast from Dell'Oro Group projects sales above USD 18 billion in 2026 for the first time since the year 2000 - the height o...

5G core growth shifts outside China, Dell’Oro says

Dell’Oro said 5G MCN revenue in North America and EMEA expanded 20% year over year during the quarter, continuing momentum that began in 2025 In sum – what to know: Regional diverg...

Stable global RAN market in Q1, says Dell’Oro

Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worl...

Optical advances won’t eliminate need for new fiber, says Dell’Oro

Advances in optical transport technology are helping operators extract more capacity from existing fiber infrastructure, reckons the analyst firm In sum – what to know: Early stage...

Analyst Report: Dell Technologies Inc

AI boom reshapes optical networking as hyperscaler spending accelerates

Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In su...

Report: Data Center Infrastructure Market Expands 28%

REDWOOD CITY, Calif. – According to a new report by Dell’Oro Group, the worldwide data center physical infrastructure market grew 28 percent year-over-year to $12 billion in manufa...

Dell (DELL) Q1 2027 Earnings Call Transcript

Image source: The Motley Fool. DATEThursday, May 28, 2026 at 4:30 p.m. ETCALL PARTICIPANTSVice Chairman and Chief Operating Officer — Jeffrey W. ClarkeChief Financial Officer — Da...

Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jum...

Jordan Novet / CNBC: Dell reports Q1 revenue up 88% YoY to $43.84B, vs. $35.43B est., and forecasts FY 2027 revenue above estimates; DELL jumps 15%+ after hours  —  Dell reported i...

Dell shocks Wall Street with booming AI server sales. Where analysts see it headed next

Dell reported blowout fiscal first quarter results on Thursday thanks to booming AI server demand, leading many analysts to raise their price targets.

Clearfield: A Small Fiber Company With A Data Center Opportunity

Evercore ISI reiterates Dell stock rating on AI momentum

Powering the future of cloud RAN with the Dell PowerEdge XR8720t

Communication Service Providers (CSP) need infrastructure that delivers more value with fewer resources. They require higher performance, reliable networking, straightforward deplo...

Dell: Not A Bad Time To Lock In The Profits (Rating Downgrade)

Orion expects $95M-$97M FY 2027 revenue while expanding into data centers

MaxLinear: The Battle For The Socket

Marvell Technology improves sales outlook for next 2 years on data centre networking demand

(Telecompaper) Marvell Technology announced a big increase in its expected sales in fiscal 2027 and 2028 alongside its Q127 figures, thanks to strong demand for its data centre net...

Dell: Count Your Blessings And Sell The FOMO Rally

IREN Enters $1.6 Billion A.I. Deal With Dell Technologies

Apple, Broadcom chip deal expected to exceed US$30bn

Dell’s stunning 33% stock rally gave a big boost to shares of other server makers

Dell’s blowout earnings report is highlighting how the AI buildout is also driving demand for old-school computing.

Coherent: Architect Of Post-Electrical AI Datacenters Against Compute Deflation Trap

Dell sued by Finnish company over $70m price increase for data centre servers

Client says price was fixed

Blue Owl Technology Finance: I'm Buying The Deep Discount