Worldwide Telecom Equipment Revenue Up 4% in 1H25
After two years of declines, global telecom equipment revenues grew 4% Y/Y in 1H25, driven by inventory stabilization, favorable currency, and easier comparisons, with Huawei gaining share over Ericsson and Nokia. Learn more.
The Backstory of the Surge in 5G Standalone Growth in 2Q 2025
Dell’Oro’s Dave Bolan expands on our latest MCN report, explaining how 71 5G SA launches, IoT devices, MEC, AI, and cloud strategies are reshaping growth. His insights reveal why 5G Core revenues are set for sustained expansion through 2029.
Open RAN is Stabilizing
According to findings from Dell’Oro Group’s latest Open RAN Advanced Research Report, market revenues are stabilizing in 2Q25, with long-term prospects for virtualization, openness, and automation remaining favorable despite near-term challenges.
Convergence and Bundling Critical for Cable Operators
Cable broadband is under pressure. But mobile subscriber growth offers a lifeline. Analyst Jeff Heynen breaks down how U.S. cable operators are adapting to fierce competition from FWA and FTTH with mobile bundling, aggressive promotions, and smarter network strategies.
DoJ Allows HPE’s $14 B Gamble on Juniper
With regulatory approval secured, HPE’s $14B bet on Juniper is moving forward. But success isn’t guaranteed. Research Director Siân Morgan looks at the integration hurdles, shifting AI dynamics, and whether HPE has what it takes to compete with Cisco.
AI-for-RAN in Focus: Key Takeaways from the Telco AI Forum
Stefan Pongratz recaps key AI-for-RAN insights from the Telco AI Forum. Explore how AI is shaping today’s networks and setting the stage for 6G.
AI RAN – Should We Be Excited?
This blog explores the evolving role of AI in RAN, noting its longstanding use in automation and efficiency. What’s new is the rise of generative AI and a mindset shift, as operators now consider AI not just for performance but also as a potential driver of new revenue streams.
Charter and Cox Likely to Stay Their Respective Courses on DOCSIS Upgrades
Charter’s proposed $34.5 billion acquisition of Cox Communications reflects just how much the US broadband landscape has changed. The near-nationwide availability of fixed wireless access (FWA), combined with expanding fiber footprints, has put cable operators on the defensive as they struggle with net broadband subscriber losses. Back in September 2024, I detailed the situation in […]
Tariff Impact on the Broadband Market
In his latest blog, analyst Jeff Heynen discusses to the impact tariffs will have this year and beyond on the Broadband market. Read more
Worldwide Telecom Equipment Down 11 Percent in 2024
Despite some improvement in the second half, 2024 marked a difficult year, with global telecom equipment revenues declining 11% Y/Y, the steepest drop in over 20 years. Over the past two years, total equipment revenue fell 14%.
