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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.

Telecom Disruption in Optical and RAN Showing Growing Importance

Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Telecom Disruption in Optical and RAN Showing Growing Importance