Dell’Oro Group

Or: why a market leader became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …

Advances in optical transport technology are helping operators extract more capacity from existing fiber infrastructure, reckons the analyst firm In sum – what to know: Early stage – AI traffic …

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: …

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 …

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 …

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 …

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 …

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 …

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 – …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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 …

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: …

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 …

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 – …

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% …

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 …