Items Tagged with 'telecom'

Dell’Oro Group has just wrapped up its 4Q25 telecom equipment reports across Broadband Access, Microwave & Optical Transport, Mobile Core, RAN and Service Provider Router, showing the market returning to growth in 2025 after two years of contraction. 

NVIDIA to invest $1 billion in Nokia to accelerate AI-RAN innovation and lead transition from 5G to 6G.

According to a recently published report from Dell’Oro Group, telecom operators scaled back wireless and wireline investments in 2024. The high-level relationship between carrier revenues, capex and telecom equipment was mostly stable, as both telecom capex and telecom equipment revenues tanked in 2024. 

After five consecutive years of growth and stable trends in 1H23, the pendulum swung rapidly towards the negative in the second half of the year.

According to a recently published report from Dell’Oro Group, preliminary readings indicate that worldwide telecom capex experienced a slowdown in growth during the first half of 2023 after a couple of years of favorable developments.

Flex Power Modules has added a new part to their popular BMR492 series which now features a wide 36-75 V input range for telecom/PoE applications. 

According to Dell’Oro Group, preliminary readings suggest that worldwide telecom capex increased at a low-single digit rate year-over-year in nominal USD terms in 2022, down from the high-single digit growth in 2021.