Dell’Oro Group

Taiwan’s Ministry of Digital Affairs has begun planning the country’s 6G spectrum roadmap, with a roadmap strategy expected by the end of the year In sum – what to know: Global collaboration – ITRI signed new agreements with European organizations …

Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worldwide RAN revenue rose at a low single-digit rate in Q1 2026, marking …

Dell’Oro forecasts a 2% decline in global telecom capex in 2026, followed by modest growth at a CAGR of around 1% through 2030 In sum – what to know: Capex set to decline – Global telecom capex is expected to …

Jeff Heynen, VP at Dell’Oro Group, told RCR Wireless that cable infrastructure upgrades will play a central role in the recovery of the broadband access equipment market this year In sum – what to know: Market rebound – Broadband access …

Dave Bolan research director at Dell’Oro told RCR Wireless News that the research firm projects the 5G MCN market to account for more than 50% of the market this year In sum – what to know: MCN revenues up 15% …

Power scarcity and thermal limits are major challenges for the AI data center buildout, observes Dell’Oro Group – but that the industry is redesigning infrastructure, doubling down on cooling, and spending its way out of a corner. In sum – …

Jeff Heynen, vice president at Dell’Oro Group, told RCR Wireless News that XGS-PON will serve as the primary technology through at least 2030 for mass-market residential deployments In sum – what to know: Broadband capex peaks in 2028 – Total …

Dell’Oro noted that RAN spending is expected to remain subdued until 6G-related capex gradually ramps up toward the end of the decade In sum – what to know: RAN market stabilizing post-5G peak – After shedding nearly $10 billion in …

Dell’Oro Group VP Jeff Heynen told RCR that U.S. operators are being careful not to over-utilize their spectrum for FWA Disciplined expansion – Operators are carefully managing spectrum and capacity to protect mobile performance, limiting how aggressively Fixed Wireless Access …

A new report from Dell’Oro Group estimates that total FWA subscriptions will surpass 191 million by 2029 In sum – what to know: FWA growth holds – Dell’Oro expects total fixed wireless revenues to rise about 10% in 2025 as …

Wi-Fi 8 is taking shape, but the lack of universal 6 GHz access threatens to limit performance and distort regional rollouts In sum – what to know: 6 GHz is foundational – Wide, clean 6 GHz channels are key to …

Private 5G and generative AI are redefining industrial connectivity and intelligence – but do they truly depend on one another? This discussion explores how these enabling technologies overlap, complement, and diverge in the enterprise stack – as manufacturers and operators …

T-Mobile is moving aggressively in the US enterprise market with a hybrid private 5G offer that pulls together nationwide 5G-A coverage, network slicing, and local edge capabilities. Experts see promise and pitfalls in its bid to catch AT&T and Verizon. …

Dell’Oro estimates 6G-related RAN capex will represent 55–60% of total RAN investments between 2029 and 2034 In sum – what to know: 6G capex – Dell’Oro expects major RAN investments starting late in the decade, led by Massive MIMO deployments …

Three sides of Industry 4.0 – industrial 5G in numbers (part 1) Private 5G continues to outpace the broader telecoms market, with enterprise deployments expanding and industrial use cases taking shape. New data from Dell’Oro Group shows sustained almost-double-digit growth …

Dell’Oro now expects total telecom equipment revenues across the six tracked segments to grow between 2% and 3% in 2025 In sum – what to know: Global telecom market rebounds 4% – After two years of decline, revenues rose in …

Dell’Oro said the latest data reinforces the view that while telecom capex has peaked, it is not collapsing In sum – what to know: Capex stabilizes in Q2 – After two years of reductions, global telecom spending leveled off, easing …

The Dell’Oro report also highlighted that the multi-access edge computing (MEC), part of the 5G packet core, rose 32% year-and-year In sum – what to know: 5G mobile core grows 31% – Segment strength drove overall MCN market gains of …

The RAN report highlighted that growth in Europe and the Middle East and Africa nearly balanced out downturns in Latin America and Asia Pacific In sum – what to know: RAN revenues grow outside China – Dell’Oro reports three straight …

The market for physical data centre infrastructure will grow at a compound annual rate (CAGR) of 15 percent from 2024 to 2029, reaching $63.1 billion by the end of the period. Analyst house Dell’Oro Group puts the growth down to …

Dell’Oro said that hyperscalers are accelerating investments in the DC field with vertically integrated platforms and custom chip architectures aimed at boosting performance and reducing compute costs In sum – what to know: Global data center capex to hit $1.2T …

Dell’Oro largely attributed market acceleration to the rising adoption of 5G SA architecture In sum – what you need to know: 5G SA pushes MCN growth – Dell’Oro forecasts 6% CAGR for mobile core infrastructure as standalone networks expand across …

According to Dell’Oro, early use cases of AI RAN will center on Distributed RAN, single-purpose deployments and 5G networks In sum – what to know: AI RAN momentum – AI-driven RAN solutions will account for nearly one-third of the RAN …

As AI workloads explode, so does the demand for next-gen infrastructure. In the first quarter of 2025, global spending on physical data center infrastructure surged 17% year-over-year, according to a recent report by Dell’Oro Group. Hyperscalers and colocation providers are …

Dell’Oro finds Wi-Fi 7 gaining traction as enterprise WLAN revenue rises and AI reshapes vendor strategies The enterprise wireless LAN (WLAN) market is off to a strong start in 2025, with Dell’Oro Group reporting an 11% year-over-year revenue increase in …