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 28 percent share of the telecom equipment market, increasing its market share by 4 percentage points since 2015.   We just wrapped up the 3Q 2018 reporting period for all the Telecommunications Infrastructure programs. For the first nine … Continued