Search Results for: Open RAN
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
GSA: 5G Non Terrestrial Networks, 5G SA and 5G Advanced gain momentum
5G NTNs: During an April 16th webinar titled “GSA Snapshot: 5G networks, spectrum & devices,” Joe Gardiner, market analyst at CCS Insight and a member of the GSA research team, said GSA data through March 31st reveal that 97 operators in 70 countries have announced they are investing in LEO satellite D2D technology. “There’s a… Read more
Analysis: Amazon <- Globalstar - a strategic move for D2D and spectrum parity
Overview: Amazon said today that it will acquire Globalstar in an $11.57 billion deal, bolstering its fledgling satellite internet business as it tries to catch up with Elon Musk’s Starlink. Amazon is accelerating its Project Kuiper deployment, aiming to launch approximately 3,200 Low Earth Orbit (LEO) satellites by 2029. To meet regulatory milestones, nearly 50% of the constellation must… Read more
Anthropic’s Project Glasswing aims to reshape IT cybersecurity
Backgrounder: Late last year, Anthropic said that state-sponsored Chinese hackers had used its artificial intelligence (AI) technology in an effort to infiltrate the computer systems of roughly 30 companies and government agencies around the world. The company said it was the first reported case of a cyberattack in which AI technologies had gathered sensitive information with limited… Read more
IDC Survey of Networking Leaders: Enterprise AI progress stalls despite ambitious goals
New IDC research released in April 2026 highlights a growing disconnect between ambitious enterprise AI goals and the reality of their technical execution. The 2026 IDC AI in Networking Special Report (LinkedIn Video hyperlink) [1.] found that organizations expecting to move from early and selective AI use for business and IT initiatives to more advanced deployments largely… Read more
Inside TM Forum’s Catalyst project “Living Networks – Phase III”
TM Forum’s [1.] Catalyst project “Living Networks – Phase III” brings together a broad ecosystem of communications service providers and technology innovators to advance autonomous, resilient, and energy-efficient network operations. It will be showcased at DTW Ignite 2026, taking place June 23–25 in Copenhagen. Note 1. TM Forum is a global alliance of 800+ organizations… 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
Fiber Broadband Association Middle Mile WG: how to use “Digital Infrastructure Networks” for coordinated fiber backbone investments
The Fiber Broadband Association (FBA) today released guidance from its Middle Mile Working Group (WG) which outlines how states can strengthen digital infrastructure through coordinated fiber backbone investment. Fiber is the foundation of AI, powering the high-capacity, low-latency, secure connectivity that links data centers, cloud infrastructure, and the communities that depend on them. To meet rising national demand,… Read more
The Financial Trap of Autonomous Networks: Scaling Agentic AI in the Telecom Core
By Pavan Madduri with Ajay Lotan Thakur The telecom industry wants autonomous, self-healing networks, but nobody is looking at the GPU bill. Running Agentic AI 24/7 “just in case” will bankrupt your IT department and ruin your ESG goals. The only way to survive the autonomous era is ruthless, event-driven orchestration that scales cognitive compute… Read more