Key Takeaway—1Q 2021 Total Telecom Equipment Market
We just wrapped up the 1Q21 reporting period for all the Telecommunications Infrastructure programs covered at Dell’Oro Group. Preliminary estimates
US FTTH Demand Shows No Signs of Slowing
Back in April, I wrote about the widening gap between the demand for new FTTH network buildouts and connections and
Open RAN Revenues Up 5X in 1Q21
Open RAN investments surged in the first quarter of 2021. Preliminary estimates suggest total Open RAN revenues – including O-RAN
Huawei HAS 2021 RAN Takeaways
Huawei recently held its annual analyst event. Even though we were not able to attend in person, it was
Too Much of a Good Thing?
FTTH Deployments Could be Slowed By Supply Chain Issues “If you build it, they will come” has been the guiding
E-band Reaches Further
New technology improves E-Band reach and performance After attending Huawei’s 2021 virtual analyst summit, I started to wonder whether my
The World’s Fiber Future is Here
In the world of communications and networking, the year 2020 marked a turning point for communications service providers, as well
Huawei Global Analysts Summit 2021 Takeaways—CloudCampus Network
Today, Huawei presented an update on its CloudCampus business which is thriving. A message that resonated with me was how
5G Positioning – New Enabler in Vertical Markets
With 5G coverage rapidly expanding around the globe and 5G eMBB driving the lion’s share of the 5G capex, the
MEF Gets SASE: Highlights from MEF’s Infinite Edge Series
Recently, I was invited to participate in MEF’s Infinity Edge Series, Episode 3: SASE—Getting an Edge on SD-WAN, which focused on Secure
