“The July 2022 forecast is more conservative than the January 2022 forecast due to industry headwinds, including supply chain challenges, higher inflation, an impending recession, Mobile Network Operators’ (MNO) challenges to increase revenues, and regional political conflicts,” said Dave Bolan, Research Director at Dell’Oro Group .

“Even with the unusual uncertainty surrounding the economy, the war in Ukraine, the supply chains, and China’s zero-Covid-19 policy, the baseline scenario assumes that risks have changed but the underlying fundamentals remain healthy,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group.

“We have identified SSE as an initial basket of four cloud-delivered security technologies that underpin security in SASE,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group.

“The fact that small cell investments are still advancing at a rapid pace even as the operators are intensifying their 5G macro roll out efforts show that small cells are now an essential part of the broader RAN toolkit,” said Stefan Pongratz, Vice President at Dell’Oro Group.