Ports Boxes and Drives: Could Networking Thaw From Its Deep Freeze in 2024?: BI Replay

Performance in the networking sector has underwhelmed in 2023 as telecom, cloud and corporate customers sharply pared back spending despite hopes for upgrades and expansions from 5G, fiber upgrades and digital transformation activities. Does the 23% downturn in the BI Networking peer group create opportunities in 2024? Bloomberg Intelligence hardware analyst Woo Jin Ho hosts 650 Group’s Chris DePuy to discuss the market dynamics, technologies and 2024 outlook in the wireless, wireline networking sector, and if and when these markets could reverse course.