Key Takeaways for Telecom Capex 2020
We recently updated the 2020 Telecom Capex Report. In this report, we analyze the relationships between wireless and wireline capex and revenue for more than 50 carriers, accounting for approximately 80% of worldwide capex and
Smart NIC Growth Opportunities and Considerations in 2020 and Beyond
Since 2017, no fewer than ten vendors have launched Smart Network Interface Cards or Smart NICs. The Smart NIC market is projected to become a $600 M market by 2024, or 23% of the total
Virtual MWC 2020 RAN Market Takeaways
With virtual MWC coming to an end, we are sharing some of the RAN related highlights below. To access the entire summary, please contact Daisy@delloro.com. COVID-19 – It is no longer just about the supply
Path Forward for Optical Transport—In the Face of Shannon’s Limit
Optical bandwidth is not limitless. I know we have all used the argument over the past few decades that by placing an optical fiber connection between two points you will have unlimited capacity. It is
Cable’s Upstream Swim A Good Thing
Let’s face it, cable equipment vendors are certainly happy to put 2019 behind them. A glut of DOCSIS channel capacity, the lack of significant competitive threats, and indecision around DAA technologies and timing all resulted
RSA Conference 2020: Top Five Buzzwords
Every year vendors rally around certain words and the RSA Conference 2020 was no different. It had been about ten years since my last RSA conference after regularly attending in the 2000s. After nearly 40
The Telecom Equipment Market 2019
Huawei and ZTE increased their revenue shares while Nokia and Cisco’s revenue shares declined for the full year 2019 telecom equipment market. We just wrapped up the 2019 reporting period for all the Telecommunications Infrastructure
Microwave Transmission Market 4Q 2019 Update
We just published the 4Q19 update to the Microwave Transmission & Mobile Backhaul quarter report. Here are a few key findings for the quarter. Microwave Transmission market declined in 2019 following a slight rebound the
CBRS RAN Market Investments to Surpass $1.5 Billion
The latest Dell’Oro Group CBRS RAN 5-year forecast report suggests delays have not changed the underlying demand for CBRS. The overall CBRS market – LTE plus 5G NR – is expected to grow at a