Cisco, Huawei, and Nokia’s revenue shares for the overall telecom equipment market declined in 1Q20 relative to full-year 2019 revenue shares We just wrapped up the 1Q20 reporting period for all the Telecommunications Infrastructure programs

  Introduction 2020 has been proclaimed as the year of 5G with 5G Standalone (5G SA) networks. By definition, this includes the 5G Core. To get an earlier start in 2019, the wireless communications industry

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

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

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

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