5G Has Changed Wireless Backhaul for the Better
Have you ever seen a caterpillar transform into a butterfly? Within weeks, the entire organism changes to prepare itself for its new mode of existence. This process is called metamorphosis, and it is the best
Analyst Angle: CBRS investments accelerate in 1Q20–adds confidence to forecast
Preliminary estimates suggest 1Q20 CBRS RAN revenues were in line with expectations, accounting for 1% to 3% of the overall 1Q20 North American RAN market. Even if the regulatory process has taken significantly longer than
Key Takeaways – The Telecom Equipment Market 1Q20
Cisco, Huawei, and Nokia’s revenue shares for the overall telecom equipment market declined in 1Q20 relative to full-year 2019 revenue shares We just wrapped up the 1Q20 reporting period for all the Telecommunications Infrastructure programs
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.
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 and revenue for more than 50 carriers, accounting for approximately 80% of worldwide capex and
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 is projected to become a $600 M market by 2024, or 23% of the total
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 entire summary, please contact Daisy@delloro.com. COVID-19 – It is no longer just about the supply
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 placing an optical fiber connection between two points you will have unlimited capacity. It is
