Last year, when Mavenir parted ways with John Baker, its Open RAN evangelist, it was pretty clear that Mavenir hadn’t met its plans for its RAN business. This week, it announced a $1.3 billion debt and equity restructuring, and today we learned of its plans to save $400 million per… Read More »Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core
Significant Growth in North America Offset By Declines In Other Regions Incline Village, NV. May 20, 2025 — In a newly released report, 650 Group highlights that the Mobile Radio Access Network (RAN) infrastructure market experienced a slight decline in Q1 2025 compared to year-ago revenues, stabilizing after two years… Read More »Mobile Radio Access Network Market Nearly Flat Year-Over-Year in 1Q25
One of the main themes we sought to investigate with our attendance at the Mobile World Congress 25 show in Barcelona this year was whether the mobile operator industry has made progress in finding new sources of revenue above and beyond bare-bones mobile data. Several themes were evident: first, Fixed… Read More »MWC25 – Mobile Operator 5G-Era Monetization Is Developing
It seems everywhere we went, we heard about the progress Intel has made in RAN and Core. Themeticlt, its progress is in Open RAN, but it goes beyond that. Samsung highlighted its Open RAN win with Canadian operator Telus, where baseband is running on unaccelerated Intel chips. We discussed Intel… Read More »MWC 24 was about Intel, Private Wireless and Satellite
Today, NVIDIA announced its 5G Data Centers With Gen AI with an anchor customer, Japanese mobile operator SoftBank. NVIDIA says its rollouts start in late 2023, which is right around the corner in telecom terms; we are not sure exactly when SoftBank plans to roll it out. NVIDIA claims its… Read More »NVIDIA 5G Data Center Announcements
At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23
In 2Q’22, revenues for the RAN (Radio Access Network) market were 3% less than the year-ago quarter, according to our recently published report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. Our report also includes an updated long-term forecast.… Read More »2Q’22 RAN Market and Long-Term Forecast Results
Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry. The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders. The… Read More »Mavenir Hightlights is RAN Progress at its Analyst Meeting
This week’s MWC Barcelona 2021 had several themes; the most important was that several outsiders to the telecom industry were ever-present. The new entrants – the party-crashers – included Starlink, Microsoft Azure, Amazon Web Services, Google Compute, and NVidia. These new players are forcing change either through economics, new technology,… Read More »The Party-Crashers of MWC21
Ericsson Capital Markets Day Part Two: Networks summary: When asked how it took market share (North American has 53% share 2Q20, up 5% vs 2018), management pointed to having made more significant R&D investments in radio than competitors. It cited Dynamic spectrum Sharing and its cost-efficient radio-related ASICs as examples… Read More »Ericsson Capital Markets Day/ Part 2
