Telco spending on radio access network (RAN) infrastructure, which is the largest share of capex, has dropped sharply in the last couple of years. It fell 11% in 2023, to about $40 billion, according to Informa owned market research firm Omdia (see References below for Dell’Oro’s numbers). For 2024, Omdia predicts another decline of between … Continue reading Telco spending on RAN infrastructure continues to decline as does mobile traffic growth