Don’t Look Now: T-Mobile Eyes Fixed Broadband Market Leadership
This blog discusses T-Mobile’s strategic foray into the fixed broadband market, highlighted by its acquisition of Lumos. T-Mobile’s success in attracting over 5 million FWA subscribers and its transition to a wholesale model underscore its potential to disrupt traditional cable providers and shape industry dynamics.
Fiber to the Room (FTTR) Progress Update: Chinese Operators Doubling Down
Explore China’s broadband landscape as operators accelerate Fiber to the Room (FTTR) deployments. Insights on ONT purchases, technology shifts, revenue strategies, and projected subscriber growth.
Reflecting on GTC and OFC 2024: No One-Size-Fits-All but Time to Market is Key!
Analyst Sameh Boujelbene provides her insights into the evolving landscape of networking technology, specifically within the context of accommodating AI workloads and the challenges faced by data center operators in meeting these demands.
Cable Operators’ Growing Interest in 25GS-PON
The cable industry is evolving by investing in fiber infrastructure and 25GS-PON to stay competitive amid rising competition, meeting the growing demand for high-speed broadband services. Analyst Jeff Heynen discusses industry changes and strategies.
Vecima Aims to Challenge Harmonic with Intent to Acquire Casa Cable Assets
In this insightful blog post, analyst Jeff Heynen delves into the ramifications of Vecima Networks’ acquisition of Casa Systems’ Cable Business Unit. He underscores the potential synergies and growth prospects arising from this strategic move, while also spotlighting crucial aspects of Vecima’s acquisition strategy and its implications in the cable and broadband market.
2023 Data Center Infrastructure Recap: Navigating AI-Accelerated Growth Paths
Uncover insights on Data Center Capex growth, technology shifts, and vendor landscapes. Explore global data center infrastructure forecasts for 2024, including accelerated computing, data center physical infrastructure, server demand, and network infrastructure.
Worldwide Enterprise Network Spending Follows Roller Coaster Trajectory
Explore the latest insights on the turbulent Enterprise Network equipment market in Dell’Oro Group’s blog. Uncover the pandemic’s impact and future projections.
Worldwide Telecom Equipment Market Slumps in 2023
Worldwide telecom equipment market declined 5% in 2023 due to 5G challenges, reduced capex, and North American downturn. Huawei maintains global leadership. 2024 outlook cautious. Learn more
MWC Barcelona 2024 – RAN Highlights
We just came back from a couple of intense days in Barcelona. This blog we will share some initial RAN related thoughts about discussions around industry challenges, AI, 6G, Open RAN, and the 2024 RAN market.
Enterprises Brace for AI
In this blog, Research Director Siân Morgan emphasizes the growing importance of AI in shaping Enterprise IT infrastructure, with a focus on enhancing user experiences and leveraging automation for efficiency gains.
