RAN

T-Mobile US announces Texting and Data from Space using T-Satellite

Yesterday, T-Mobile US fulfilled its satellite service plans, partnering with SpaceX’s Starlink service to deliver texting and data transfer services. We are very bullish on this offering as it represents a significant expansion in territory that is covered, while simultaneously reducing the need for rural towers. We believe the capital… Read More »T-Mobile US announces Texting and Data from Space using T-Satellite

Mavenir’s Restructuring Reflects RAN Industry Woes, Retrenching to Telecom Core

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

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

Huawei Analyst Summit 2022 Recap

We participated in the Huawei Analyst Summit 2022 (#HAS22) for three days this week.  The conference started with a keynote featuring Rotating Chairman, Ken Hu and then there were many executives and managers in charge of various operating groups at Huawei.   To summarize, Hu said there will be challenges ahead… Read More »Huawei Analyst Summit 2022 Recap

Mavenir Hightlights is RAN Progress at its Analyst Meeting

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

DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads

For many, the DPU is associated with the Smart NIC and the boundary between computing and networking.  Therefore it has a finite market size tied to the number of servers and appliances in the market.  DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity Increases With New Market Opportunities In Ran, Security, And Enterprise Workloads

CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment

​We attended the CBRS Alliance event in Washington DC today, and by our rough estimate, about 350-400 people were in attendance representing groups such as regulators, legislators, lawyers, technology vendors, property owners, service providers, investors, media and analysts.  We were impressed with the widespread interest in the new shared spectrum… Read More »CBRS Alliance event marks the launch of OnGo and Initial Commercial Deployment

Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called “Entity List” of the Bureau of Industry and Security (BIS).  Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed… Read More »Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”