Beyond vCMTS: The Rise of the Converged Broadband Edge
Dell’Oro Group’s Jeff Heynen explores how vCMTS is evolving into a Converged Broadband Edge, integrating DOCSIS 4.0, AI analytics, and service assurance.
3 GHz DOCSIS: Can Cable Operators Justify the Time and Cost?
At last month’s SCTE Tech Expo Event in Atlanta, two separate 3 GHz developments were announced, as cable operators and their equipment vendors look to define a future that continues to include HFC and DOCSIS in some capacity. First, CableLabs published Annex A to the DOCSIS 4.0 PHY spec, a year after announcing that an […]
How will Musk impact the RAN market?
In this blog, Stefan Pongratz explores how Starlink’s satellite and terrestrial ambitions could reshape the RAN market, while examining why mobile connectivity’s future will likely remain hybrid. Learn more:
Cloud Providers Drive Telecom Equipment Growth in 1H26
Worldwide telecom equipment revenue rose 5% in 1H26, with cloud providers driving 55% of growth amid expanding AI and data center investments.
Nokia AI-RAN – Confidence is growing
Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant silicon confidence support its RAN turnaround and consistent with Dell’Oro’s AI RAN market outlook.
Six RAN Takeaways from Ericsson’s Mobility Report
Stefan Pongratz examines six Ericsson Mobility Report takeaways shaping Dell’Oro Group’s RAN forecast, highlighting how traffic growth, smartphones, FWA, and enterprise demand outweigh AI hype.
Ericsson Changing of the Guard
As Ericsson transitions leadership, market share trends reveal how Börje Ekholm stabilized competitiveness, defended RAN leadership, and positioned the company for future challenges.
Level 4 Autonomous RAN – From Vision to Early Reality
In his latest blog, Stefan Pongratz explores how AI-driven automation is advancing RAN toward Level 4 autonomy, with early deployments emerging and cross-domain orchestration defining the next phase. Learn more:
6G RAN: What Are The Knowns And Unknowns
In his latest blog, Stefan Pongratz examines why 6G is shaping up as an evolutionary, AI-native upgrade focused on efficiency and economics, while demand drivers, Cloud RAN adoption, and new use cases remain uncertain.
AI Will Be a Turning Point for CSPs Disappointed with 5G
After visiting Nokia Core User Group in Munich, Mobile Core Network analyst Siân Morgan examines how AI, automation, and cloud-native complexity are shaping 5G core network evolution. Explore:
