Dell’Oro Group’s Mauricio Sanchez shares four observations from Mplify’s Member Summit, exploring NaaS convergence, competing delivery models, service provider federation, and the importance of standardization.
In this blog, Stefan Pongratz explores how Starlink’s satellite and terrestrial ambitions could reshape the RAN market, while examining why mobile connectivity’s future will likely remain hybrid. Learn more:
Worldwide telecom equipment revenue rose 5% in 1H26, with cloud providers driving 55% of growth amid expanding AI and data center investments.
Dell’Oro Group Senior Director Siân Morgan examines how AI-driven memory shortages are raising WLAN and Campus Switch costs and reshaping enterprise network economics through 2028. Learn more:
In his latest blog, Baron Fung examines how DRAM inflation and rising HBM complexity are reshaping server economics and making memory efficiency critical to AI infrastructure growth through 2030.
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:
Nokia’s AI-RAN roadmap remains unchanged, but clearer migration messaging and growing merchant silicon confidence support its RAN turnaround and consistent with Dell’Oro’s AI RAN market outlook.
Stefan Pongratz examines six Ericsson Mobility Report takeaways shaping Dell’Oro Group’s RAN forecast, highlighting how traffic growth, smartphones, FWA, and enterprise demand outweigh AI hype.
In his latest blog, Research Director Alex Cordovil examines how industrial leaders are refocusing portfolios, expanding data center capabilities, and positioning for long-term growth driven by AI infrastructure demand.
As Ericsson transitions leadership, market share trends reveal how Börje Ekholm stabilized competitiveness, defended RAN leadership, and positioned the company for future challenges.
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