Growing Interest in 25GS-PON Drives Forecast Increases
In this blog, VP Broadband Analyst Jeff Heynen will explore 25GS-PON technology, and its market positioning, adoption trends, and the influence of operators in shaping standards and deployment strategies.
10 Gbps in the Campus Network
This blog explores the trends influencing enterprise network evolution decisions and touches on factors that IT departments should consider as they begin to implement next-generation applications and 10 Gbps speeds in their networks.
AI’s Impact on Broadband Networks
Machine learning and AI are transforming broadband networks, enabling proactive management, reducing downtime, and promoting self-healing capabilities, aiding cost-reliability balance. In this blog, VP Broadband Analyst Jeff Heynen explores other potential impacts on broadband network spending and services.
5G Fixed Wireless and the Threat to Cable’s US Dominance
In this blog, VP analyst Jeff Heynen shares some key insights on the current state of the US broadband market and the strategies cable operators are employing to combat subscriber churn and drive growth.
5G Advanced—what does it mean for the 5G Core market?
This blog discusses the evolution from 5G to 5G Advanced, highlighting the 5G Core’s enhanced features in Releases 18 and 19 of 3GPP standards. It explores potential benefits and opportunities for Mobile Network Operators through new use cases and monetization.
Defining the Fixed Network of the Future
Driven largely by the renewed focus on fixed broadband networks and services, industry standards bodies and their members are increasingly defining fixed network evolutions with cadences similar to those found in the world of mobile
5G Advanced – What does it mean for the RAN market?
In this blog, the objective is to update the 5G Advanced status and review the technologies, opportunities, and RAN implications.
Microsoft Gets Serious about the SSE Market
In a series of announcements today, Microsoft’s identity and access group unveiled significant updates regarding its Entra product family. In this blog, Research Director Mauricio Sanchez shares some key takeaways and his opinions on Microsoft entry into the SSE spaces.
AI – What Does It Mean for the RAN Market?
The timing is right to review how AI is likely to impact the RAN market, both directly and indirectly. In this blog, we will focus on four specific areas: mobile data traffic, operator revenue, RAN economics, and RAN architectures.
Insights from GTC25: Evolution of GPU Compute Architecture
In a new analysis, Dell’Oro’s Baron Fung examines NVIDIA’s shift to rack-scale AI solutions, the rise of multi-die GPUs, and the power and interconnect challenges of scaling AI clusters. As AI compute density surges, innovations in liquid cooling, photonics, and distributed AI infrastructure will redefine data centers.
