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Nokia Analyst Meeting UPdate; A Focus on Enterprise

​Our big takeaway from its recent global analyst meeting was that Nokia is formalizing its enterprise business.  Of course, the company’s primary business, which focuses on telecom service providers, is undergoing major product updates, including towards 5G, Fixed Wireless Access and towards network slicing.  We have published about these topics… Read More »Nokia Analyst Meeting UPdate; A Focus on Enterprise

Our take on Mavenir, new entrant to Radio Access Network (RAN) market

​At Mavenir’s analyst meeting in Dallas today, the company stated that it expects to grow its revenues about 10% Y/Y in 2018.  In arriving at this revenue, it is pursuing a price-aggressor strategy to some extent and has a surprisingly broad portfolio of telecom-focused products.  Its product line is software-oriented,… Read More »Our take on Mavenir, new entrant to Radio Access Network (RAN) market