We attended the 5G Americas conference this week and came away with few themes we felt were impactful: NTN, more spectrum lobbying, 6G, environmental sensing, and Sliced Services. We think the most important of these themes is Satellite NTN/D2C as it has the greatest potential to disrupt the mobile market… Read More »Top 5G Americas Wireless Operator Event Themes included Satellite and 6G
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
In 2Q22, revenues of the Telecom Core market were 3% greater 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. We… Read More »2Q’22 Telecom Core Market and Long-Term Forecast Results
In 1Q22, revenues of the Telecom Core market were 4% greater than the year-ago quarter, according to our recently updated report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. The report also includes an updated long-term forecast. For the… Read More »650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results
