Stefan Pongratz
Vice President and Analyst at Dell’Oro Group
Pickleball player and Dell'Oro mobile infrastructure analyst.
Articles
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1 month ago |
benton.org | Stefan Pongratz
Conditions improved in the second half, but overall, 2024 was a challenging year for the telecommunications suppliers.
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1 month ago |
delloro.com | Stefan Pongratz
[wp_tech_share] Conditions improved in the second half, but overall, it was a challenging year for the telecom suppliers.
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1 month ago |
delloro.com | Stefan Pongratz
[wp_tech_share] It was an intense week in Barcelona. After 50+ meetings during and before the event, below are some initial key takeaways. RAN outlook remains tepidOpen RAN marketing is morphingVendor concentration will likely increaseNear-term AI RAN driven by cost efficiencies and performance improvementsSomber RAN OutlookThe RAN forecast remains unchanged, but downside risks persist.
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1 month ago |
fierce-network.com | Stefan Pongratz
The correlation between radio access network (RAN) infrastructure revenues and mobile data traffic growth is weak (mobile data traffic is up >1,000x since the 3G iPhone was released while the RAN market is lower now than in 2008), yet the fate of the timing and the magnitude of the 6G ramp will be largely dependent on the mobile data traffic growth trajectory.
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Jan 13, 2025 |
delloro.com | Stefan Pongratz
[wp_tech_share] Mobile infrastructure investments slowed significantly in 2024. Preliminary findings indicate that the Radio Access Network (RAN) market contracted by 10 to 20% year-over-year (YoY) during the 1Q24 to 3Q24 period (final 4Q24 and full-year data expected around mid-February). Several factors contributed to this decline. First and foremost, the state of 5G coverage is impacting the market.
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RT @mikeddano: "Our estimate is that Airspan accounted for less than 0.5% of the 2022 RAN market, and its 1Q23-3Q23 RAN revenues are down r…
RT @5Gtraining: Did you know that only 10% of Earth is covered by Terrestrial Mobile Networks, regardless of the generation of technology.…
RT @mikeddano: "In order to support the acceleration of open RAN in AT&T's network, Fujitsu will initially be delivering a series of O-RAN…