Cloud Providers Drive Telecom Equipment Growth in 1H26
Worldwide telecom equipment revenue rose 5% in 1H26, with cloud providers driving 55% of growth amid expanding AI and data center investments.
Open RAN ‘value narrative is morphing’
The dominant open RAN talking points focus on leveraging open interfaces and general purpose hardware to lower total cost of ownership while providing operators the ability to mix-and-match at radio sites while fostering competition in
Virtualization Dominates Fall Broadband Shows
Whether spurred by the looming rollouts of 5G services or the continued attrition of video subscribers and revenue, fixed broadband technologies, services, and business strategies have changed. Whereas operators were once focused on driving scale
2019 MWC LA and Global MBBF Key Takeaways
We have had a couple of interesting days both in Zurich and Los Angeles attending Huawei’s Global MBBF event and MWC19 Los Angeles. We are sharing a few quick highlights/notes below. If you have any
WiFi 6 is a Game-Changer for Service Providers
For many years now, the evolution of WiFi has been focused on improving two key technical attributes: speed and range. WiFi 6, however, is the first iteration to take a more holistic view of wireless
Industry Voices — Pongratz: Will the rise of cellular in the enterprise impact Wi-Fi?
The combination of the faster than expected 5G ramp, positive CBRS momentum, optimism about industrial IoT and private LTE/NR, and the increased focus globally on various spectrum sharing platforms form the basis for the renewed focus
Telecom Capex 2018 to 2021
We recently published the 1H19 Telecom Capex Report. In short, we did not make any material adjustments to the overall capex forecast. With firmer readings about the market developments in the first half of the
Cloud Providers Drive Telecom Equipment Growth in 1H26
Worldwide telecom equipment revenue rose 5% in 1H26, with cloud providers driving 55% of growth amid expanding AI and data center investments.
Optical Transport Market: DWDM Systems Revenue Grew 8 Percent Y/Y in 1H 2019
Huawei Held Highest Worldwide Share; Ciena Leads Outside of China. The market for DWDM systems significantly grew year-over-year (Y/Y) in the first half of 2019, in part because the comparative period, 1H 2018, includes much
The Telecom Equipment/Services Market Forecast
The overall telecom equipment and services market is projected to grow at a 1% CAGR We just wrapped up the July 2019 5-year Forecasts for all the Telecommunications Infrastructure and Services programs covered at the
