Dell’Oro: RAN market stable, Mobile Core Network market +14% Y/Y with 72 5G SA core networks deployed

A recently published report from Dell’Oro Group notes that after two years of steep declines, initial estimates show that total Radio Access Network (RAN) revenue—including baseband, radio hardware, and software, excluding services—was flat outside of China and up when excluding North America. “The nearly stable results for the 1Q25-3Q25 period bolster the flat growth thesis … Continue reading Dell’Oro: RAN market stable, Mobile Core Network market +14% Y/Y with 72 5G SA core networks deployed