Dell’Oro

From the newsletter (sign-up if you want it sooner): Open RAN is evolving from a promise of supplier diversity toward a more pragmatic focus on interface standardization, as operators weigh …

From the newsletter (sign-up if you want it sooner): Some fairly routine industry updates on Wi-Fi, LoRaWAN, 5G rankings, and telecom-related M&A, plus a bigger story – about how cheap …

New forecasts say the private 5G market will grow at 34 percent annually to pass $6.6 billion by 2030; but the bigger story is how the sector has become a …

Nokia’s AI-RAN platform promises to more than double spectrum efficiency through software-driven upgrades, combining Nvidia acceleration with flexible deployment options. But analysts suggest the technology may optimize existing networks rather …

From the newsletter (sign-up if you want it sooner): AI is driving investment across the telco stack – from data centers, fiber, and DCI to access networks, IoT, and edge …

Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what …

Dell’Oro said 5G MCN revenue in North America and EMEA expanded 20% year over year during the quarter, continuing momentum that began in 2025 In sum – what to know: …

New joint venture between AT&T, T-Mobile, and Verizon in the US reflects industry momentum around satellite-enabled mobile connectivity and broader ecosystem development, reckon analysts. In sum – what to know: …

Dell’Oro said near-term O-RAN revenue expectations have been revised downward, while longer-term growth assumptions have improved In sum – what to know: Long-term O-RAN outlook improves – Expectations for the …

Private 5G is often dismissed as a niche – slow, complex, and commercially uncertain – but this view misses the point. As analysts argue, its real value lies in transforming …

Operators are moving through the gears with 5G SA and 5G-Advanced, balancing cap-ex constraints, operational complexity, and uncertain returns. While slicing, RedCap, and private 5G show promise, most are prioritizing …

According to the Dell’Oro report, FWA has surged in recent years to support both residential and enterprise connectivity due to its ease of deployment Fixed Wireless Access (FWA) revenues are …

The reduction in the forecast is caused by severe economic headwinds and the slow adoption of 5G SA networks by mobile network operators The global mobile core network (MCN) market …

SK Telecom, LG Uplus and KT are some of the members of the new O-RAN alliance in South Korea South Korea recently launched the Open RAN Industry Alliance (ORIA), a …

Short of detail, high on intrigue; the news from AWS this week that it will launch its own private 5G offer, pulling together telco parts from anonymous partners as a …

So AWS responded about some of the finer details in its new private 5G offer, announced yesterday. What have we learned? Not much, at least in terms of the identity …

Note, this is part of a forthcoming report on operator-run private 5G enterprise NOCs. Look out for the report next month; sign up here for the upcoming webinar on carrier-run private 5G …