5G Fuels Capex Growth: Total Telecom Capex to Grow at a 1% CAGR
The latest Dell’Oro Group Telecom Capex 2H18 Report (former name is Carrier Economics report) supports the thesis the firm has communicated with its technology equipment forecasts, namely, there are reasons to be optimistic about the telecom sector.
2019 OCP Global Summit Key Takeaways
In March, I attended the 2019 Open Compute Project (OCP) Global Summit at the San Jose Convention Center. The event is growing with 3,600 participants this year, including a broad representation of vendors and end
Agentic Security Could Strengthen Platforms—If They Remain Open
Following Microsoft’s latest security launch, Mauricio Sanchez examines how Agentic AI is reshaping security platforms, automation, and enterprise interoperability requirements. Read the full blog:
CBRS RAN Market Investments to Surpass $1 Billion
According to the Dell’Oro Group CBRS RAN 5-year January Forecast Report, short term delays will not impact the long-term demand for LTE and 5G NR CBRS solutions – the overall CBRS RAN market is expected to grow at
Radio Access Network (RAN) Highlights at MWC2019
This blog post is a summary of RAN-related key takeaways from MWC 2019 Barcelona. For access to the full version, please contact daisy@delloro.com RAN Optimism The MWC event supported the premise we have communicated for some time
OFC 2019 Post Show Thoughts
After spending a few days at OFC 2019, I sat down and read through the notes I took during each meeting at the conference and concluded that I have fewer pages of notes for this
Agentic Security Could Strengthen Platforms—If They Remain Open
Following Microsoft’s latest security launch, Mauricio Sanchez examines how Agentic AI is reshaping security platforms, automation, and enterprise interoperability requirements. Read the full blog:
Key Takeaways – Worldwide Telecom Equipment Market 2018
Huawei captured 29 percent share of the telecom equipment market, increasing its market share by 8 percentage points since 2013. We just wrapped up the 2018 reporting period for all the Telecommunications Infrastructure programs covered
Amazon Complements Alexa with Mesh Networking Acquisition
Amazon’s latest acquisition in its ever-growing WiFi technology platform is the mesh networking pioneer eero systems. The deal was announced on February 11, 2019. Eero, along with Luma, was among the first home networking suppliers
Operators Continue to Push Further into the Home
2019 Broadband Access Market Outlook: Part 4 of 4 The introduction of more artificial intelligence (AI) and network automation services will allow operators to continue their push to become more than providers of broadband access
