Key Takeaways for Telecom Capex 2020
We recently updated the 2020 Telecom Capex Report. In this report, we analyze the relationships between wireless and wireline capex
Smart NIC Growth Opportunities and Considerations in 2020 and Beyond
Since 2017, no fewer than ten vendors have launched Smart Network Interface Cards or Smart NICs. The Smart NIC market
Virtual MWC 2020 RAN Market Takeaways
With virtual MWC coming to an end, we are sharing some of the RAN related highlights below. To access the
Path Forward for Optical Transport—In the Face of Shannon’s Limit
Optical bandwidth is not limitless. I know we have all used the argument over the past few decades that by
Cable’s Upstream Swim A Good Thing
Let’s face it, cable equipment vendors are certainly happy to put 2019 behind them. A glut of DOCSIS channel capacity,
RSA Conference 2020: Top Five Buzzwords
Every year vendors rally around certain words and the RSA Conference 2020 was no different. It had been about ten
The Telecom Equipment Market 2019
Huawei and ZTE increased their revenue shares while Nokia and Cisco’s revenue shares declined for the full year 2019 telecom
Microwave Transmission Market 4Q 2019 Update
We just published the 4Q19 update to the Microwave Transmission & Mobile Backhaul quarter report. Here are a few key
CBRS RAN Market Investments to Surpass $1.5 Billion
The latest Dell’Oro Group CBRS RAN 5-year forecast report suggests delays have not changed the underlying demand for CBRS. The
2020 Wireless LAN Market Outlook
As I look to the future of the Wireless LAN (WLAN) market there are a few key trends that I’ll
