Dell’Oro Group’s latest 3Q25 RAN report shows continued market stabilization, with revenue flat outside China and rising when excluding North America. Market concentration increased, and the near-term outlook remains steady through 2026. Learn more”
The 3Q25 Mobile Core Network market grew 14% Y/Y outside China as operators accelerate 5G Standalone, network slicing, and early 5G-Advanced deployments. China’s market correction offset gains, signaling shifting regional dynamics and new monetization opportunities.
Dell’Oro Group’s new report forecasts Hybrid Mesh Firewall and Microsegmentation markets to exceed $26B by 2029, as enterprises embrace zero-trust, unify policy across hybrid environments, and expand cloud-managed security enforcement. Learn more
Dell’Oro Group’s 6G report projects Capex ramping around 2030, while the RAN market remains flat, raising key questions for the industry’s future.
Private Wireless RAN revenue is expected to grow at a 15 to 20 percent CAGR, outpacing flat public RAN and unlocking massive opportunity. Top 3 Private Wireless RAN suppliers by revenue in 1H25 include Huawei, Nokia, and Ericsson. Read full analysis.
