The Backstory of the Surge in 5G Standalone Growth in 2Q 2025
Dell’Oro’s Dave Bolan expands on our latest MCN report, explaining how 71 5G SA launches, IoT devices, MEC, AI, and cloud strategies are reshaping growth. His insights reveal why 5G Core revenues are set for sustained expansion through 2029.
Open RAN is Stabilizing
According to findings from Dell’Oro Group’s latest Open RAN Advanced Research Report, market revenues are stabilizing in 2Q25, with long-term prospects for virtualization, openness, and automation remaining favorable despite near-term challenges.
AWS’s New Liquid Cooling Solution Rattled the Market—But Is It Truly Disruptive?
Amazon Web Services’ custom IRHX cooling system, built for NVIDIA Blackwell-based AI servers, reflects AWS’s vertical integration strategy—and may ultimately boost, not disrupt, the broader data center vendor ecosystem.
Convergence and Bundling Critical for Cable Operators
Cable broadband is under pressure. But mobile subscriber growth offers a lifeline. Analyst Jeff Heynen breaks down how U.S. cable operators are adapting to fierce competition from FWA and FTTH with mobile bundling, aggressive promotions, and smarter network strategies.
SD-WAN Shake-Up: Arista Closes VeloCloud Deal with Broadcom
Arista acquires VeloCloud from Broadcom—can it reignite SD-WAN momentum and fuel a SASE play? Dell’Oro Group’s Mauricio Sanchez breaks it down.
DoJ Allows HPE’s $14 B Gamble on Juniper
With regulatory approval secured, HPE’s $14B bet on Juniper is moving forward. But success isn’t guaranteed. Research Director Siân Morgan looks at the integration hurdles, shifting AI dynamics, and whether HPE has what it takes to compete with Cisco.
AI-for-RAN in Focus: Key Takeaways from the Telco AI Forum
Stefan Pongratz recaps key AI-for-RAN insights from the Telco AI Forum. Explore how AI is shaping today’s networks and setting the stage for 6G.
Cisco Live 2025: Networking Reappears at the Center of Cisco’s AI Strategy
In her latest blog, analyst Siân Morgan captures Cisco’s dramatic return to its networking roots, now reimagined through the lens of AI, security, and cloud-managed infrastructure. But the path forward is filled with product integration and adoption challenges that only customers and time will resolve.
Beyond Hardware: Cisco Live 2025 Maps the Platform Future of Networking and Security
Cisco Live 2025 showcased Cisco’s bold shift from hardware vendor to AI-native platform orchestrator. This blog, written by analyst Mauricio Sanchez, unpacks key innovations—AI Canvas, Hypershield, Silicon One—and what they mean for the future of networking, security, and observability.
Cisco Heats the Fight for the Secure Branch
Cisco fires back in the secure branch battle with new Secure Routers, Firewalls & Mesh Policy Engine. Analyst Mauricio Sanchez breaks it down: What’s new, what’s next, and why it matters.
