Dell’Oro Group’s Jeff Heynen, vice president, broadband access and home networking, echoed Rutledge’s sentiments on Charter’s broadband expansion into rural areas. “Charter is really going to have an opportunity to expand its subscriber base well beyond what it could without the auction, despite the fact that it won fewer markets than most people were expecting,” Heynen said.

The company had previously expected revenues from Open RAN hardware, baseband and software elements to hit about $200 million this year, but now expects that figure to be about $300 million, notes Stefan Pongratz, VP and head of Dell’Oro’s Mobile RAN market and Telecom Capex research programs in this blog.

Open RAN technology sales in 2020 look like they will be about 50% higher than previously expected, according to analyst company Dell’Oro.

The small cell share of the total RAN market has grown from less than 5 percent in 2014 to 10-15 percent in 2019, according to research by Dell’Oro Group, and it is expected to fall between 15 percent to 20 percent in 2024.

Pekka Lundmark has a lot resting on his shoulders. As chief executive officer of Nokia Oyj, he’s tasked with turning around the stuttering telecoms giant’s fortunes before it misses out on the 5G revolution. Also riding on his success, however, is the ability of the world’s industrialized economies to compete with China.