Nokia

Optical Transport Equipment Market Experienced Modest Year-Over-Year Decline in 1Q’25

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Following Nokia’s Acquisition of Infinera, Four Vendors Represent the Vast Majority of Revenues Incline Village, NV. May 20, 2025 —  In a newly released report, 650 Group highlights that the 1Q25 Optical Transport Equipment market experienced a single-digit decline compared to year-ago revenues. The top five vendors in 1Q’25 included… Read More »Optical Transport Equipment Market Experienced Modest Year-Over-Year Decline in 1Q’25

Mobile Radio Access Network Market Nearly Flat Year-Over-Year in 1Q25

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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

Drivenets Makes a Splash at MWC25

We met with Drivenets executives at the show last week and learned much about the scope of the company. Importantly, the network software company is growing very significantly and has numerous contracts. The company now employs over 500 people and has over 100 open requisitions to hire more personnel.

Nokia’s Bid To Acquire Infinera May Drive Further Industry Changes

On June 27, Nokia announced plans to acquire Optical Transport rival Infinera. The indicative bid was for $2.3B, representing a 37% premium to a six-month volume-weighted price. Additionally, Nokia plans to spin off its Submarine Networks business (which even today uses the historically French-domiciled Alcatel in its name) to a… Read More »Nokia’s Bid To Acquire Infinera May Drive Further Industry Changes

Product Rich Announcements at Nokia’s SReXperts Americas 2023

New Products Include Purpose Built FPcx NPU (Routing Silicon), 7730 SXR Routers, SR Linux Nokia made a big splash of announcements at the company’s SReXperts Americas 2023 earlier this month. True to the company’s heritage, we got a slew of introductions from a new purpose-built NPU (Routing ASIC) to new… Read More »Product Rich Announcements at Nokia’s SReXperts Americas 2023