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RAN market poised to eclipse $200B: Dell’Oro Group

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COVID-19 has not killed the radio access network (RAN) market. In fact, the Dell’Oro Group just upwardly revised its projections for the sector, saying the RAN market will grow at a healthy pace over the next three years. Cumulative investments over the 2019-2024 forecast period are expected to be over $200 billion.

Is HPE Gunning for Cisco?

| SDxCentral
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But while the acquisition will no doubt open new doors for HPE, it also stands to raise Aruba’s profile in the competitive SD-WAN market, and position the vendor to directly challenge Cisco, said Shin Umeda, VP at Dell’Oro Group, in an interview with SDxCentral.

Operators, Vendors Scramble for Standalone 5G Cores

| SDxCentral
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Trials are well underway around the world as the industry progresses to 5G operating in standalone mode, and “vendors and service providers are working together to learn about the intricacies of implementing 5G SA, which primarily means implementing the 5G core for 5G New Radio (NR) base stations,” Dave Bolan, research director at Dell’Oro Group, wrote in a recent report.

Charter throws its hat into RDOF ring, which could be bad news for CenturyLink and Frontier

| FierceTelecom
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“Charter’s entry is a big deal because it’s the first cable operator to officially announce its intention to apply for RDOF funds,” said Dell’Oro Group’s Jeff Heynen, senior research director for broadband access and home networking, in an email to FierceTelecom. “It certainly won’t be the only cable operator to do so, but it will likely be the largest. I think there will be a number of cable operators—think NCTC members—that will also apply for RDOF funds.