Search Results for: China 5G
Analysis: Nokia’s strong growth in Optical Networks and AI network infrastructure
Executive Summary: While Nokia’s first-quarter profitability improved across all reported metrics, year-over-year comparisons were significantly affected by a €120 million ($140 million) non-recurring charge recorded in the Mobile Networks business in the prior-year period. On a comparable basis, net profit increased 93% to approximately €295 million ($345 million). Despite ongoing cost restructuring initiatives, the company’s… Read more
Ookla: D2D satellite connectivity surged 24.5% during last 9 months; Starlink’s footprint expansion leads the way
Introduction: Direct-to-device (D2D) satellite connectivity, primarily driven by Starlink deployments, continues to accelerate despite nascent market maturity. Ookla’s latest analysis reveals that while global D2D connections surged 24.5% from July 2025 to March 2026—spurred by Starlink’s expansion into Chile, Ukraine, Peru, and the UK—penetration among mobile subscribers remains under 1.5% in leading markets. Starlink dominates D2D… Read more
Omdia: Global telecom connectivity market hit $333 billion in Q4 2025 for 5% YoY growth
Market research firm Omdia (owned by Informa) reports the global telecom connectivity market reached reached $333 billion in Q4 2025, representing a 5% year-on-year (YoY) growth. Full year revenues came in at $1.3 trillion in 2025, representing a 4% YoY growth. 5G connections exceeded 3 billion and and growing 34% YoY, with Asia being the largest… Read more
Ericsson reports 10% drop in 1st quarter sales; targets network growth
Executive Summary: Ericsson reported mixed first-quarter 2026 results, characterized by continued resilience in its Networks segment despite regional demand variability and emerging supply-side cost pressures. The Swedish company recorded 7% year-over-year organic growth in its Networks business, supported by sustained network modernization programs and ongoing 5G deployments across Europe, the Middle East, and Africa (EMEA),… Read more
Huawei FY2025: 2.2% YoY revenue increase; strategic pivot to AI and intelligent automotive solutions
Overview: Huawei has released its 2025 audited financial results, reporting total revenue of CNY 880.9bn ($127.6bn) — a 2.2% YoY increase. The report highlights a significant expansion in profitability, with operating profit surging 22.1% to CNY 96.9bn ($14bn). That translated to an operating profit margin of 11%, up 180 bps from the 9.2% recorded in 2024…. Read more
ABI Research: mobile network spending to fall 29% from 2026-to-2031
According to ABI Research, global mobile network infrastructure spending is projected to peak at ~$92 billion in 2026–2027 before falling 29% to $65 billion by 2031. This decline reflects the maturation of 5G deployments and a shift in operator focus toward 6G, with reduced demand for traditional Radio Access Network (RAN) equipment. “5G deployments have… Read more
Telco investments in mobile core networks surge 83% in 2025-Q4, but what about ROI?
According to new data from market research firm Omdia (owned by Informa), 2025 Q4 investments 5G SA Core networks surged 83% year-over-year. For OEMs, this uptick suggests a pivot away from the stagnant 5G Standalone (SA) momentum of recent years. Omdia identified North America and EMEA as the primary growth engines for the quarter. “The surge… Read more
Direct-to-Device (D2D) satellite network comparison: Starlink V2 (Starlink Mobile) vs “Satellite Connect Europe”
Executive Summary: 1. Starlink is preparing a new Direct-to-Device (D2D) constellation to provide satellite fill-in services and has renamed their V2 D2D services as Starlink Mobile. This rebrand coincides with the introduction of their next-generation V2 satellites, which aim to provide 5G-like broadband speeds (up to 150 Mbit/s) directly to unmodified smartphones. With 650 direct-to-cell Starlink… Read more
Ericsson and Intel collaborate to accelerate AI-Native 6G; other AI-Native 6G advancements at MWC 2026
Ericsson and Intel at MWC 2026: Building on milestones in Cloud RAN, 5G Core, and open network innovation, Ericsson and Intel are showcasing joint technology advancements at the Mobile World Congress (MWC) 2026 in Barcelona this week. Demonstrations can be experienced at the Ericsson Pavilion (Hall 2), Intel Booth (Hall 3, Stand 3E31), and across partner event spaces,… Read more
Ericsson goes with custom silicon (rather than Nvidia GPUs) for AI RAN
Ahead of MWC Barcelona 2026, Ericsson unveiled its initial suite of AI-RAN products at a pre-event briefing in London, emphasizing a strategy anchored in proprietary, purpose-built silicon to enhance radio access network (RAN) performance. While the wireless industry is finally moving to virtualized/cloud RAN utilizing general-purpose processors from Intel, Ericsson is defending its continued investment… Read more