The latest Dell’Oro Group Telecom Capex 2H18 Report (former name is Carrier Economics report) supports the thesis the firm has communicated with its technology equipment forecasts, namely, there are reasons to be optimistic about the telecom sector. Following three years of declining … Continued


Huawei captured 29 percent share of the telecom equipment market, increasing its market share by 8 percentage points since 2013.    We just wrapped up the 2018 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. For … Continued


Operators can utilize their LTE and 5G networks to minimize and justify the investments for NB-IoT and LTE-M  Service revenue growth for the carriers is no longer growing at the high single-digit or double-digit pace of the past. The Dell’Oro … Continued