Topics: RAN

  • Telecom Infrastructure
28 min read

How will Musk impact the RAN market?

In this blog, Stefan Pongratz explores how Starlink’s satellite and terrestrial ambitions

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  • Telecom Infrastructure
3 min read

Cloud Providers Drive Telecom Equipment Growth in 1H26

Worldwide telecom equipment revenue rose 5% in 1H26, with cloud providers driving

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  • Telecom Infrastructure
6 min read

Nokia AI-RAN – Confidence is growing

Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant
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  • Telecom Infrastructure
4 min read

Six RAN Takeaways from Ericsson’s Mobility Report

Stefan Pongratz examines six Ericsson Mobility Report takeaways shaping Dell’Oro Group’s RAN
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  • Telecom Infrastructure
5 min read

Ericsson Changing of the Guard

As Ericsson transitions leadership, market share trends reveal how Börje Ekholm stabilized
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  • Telecom Infrastructure
5 min read

Key RAN Takeaways MWC Barcelona 2026

Stefan Pongratz outlines key RAN shifts at MWC 2026, as AI RAN
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  • Telecom Infrastructure

Cloud Providers Boost Total Telecom in 2025

Cloud and AI infrastructure investments helped revive the telecom equipment market in
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Dell'Oro Group Predictions for 2026 - RAN market
  • Telecom Infrastructure
5 min read

RAN in 2026

Stefan Pongratz shares Dell’Oro Group’s 2026 predictions for the RAN market, highlighting
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  • Telecom Infrastructure
5 min read

Nokia and NVIDIA Take on RAN

In this analysis, Dell’Oro Group’s Stefan Pongratz unpacks Nokia’s $1B NVIDIA partnership,
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  • Telecom Infrastructure

Worldwide Telecom Equipment Revenue Up 4% in 1H25

After two years of declines, global telecom equipment revenues grew 4% Y/Y
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