Stefan Pongratz

Vice President and Analyst at Dell’Oro Group

Pickleball player and Dell'Oro mobile infrastructure analyst.

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Articles

AI RAN – Should We Be Excited? - Dell'Oro Group

1 month ago | delloro.com | Stefan Pongratz

[wp_tech_share] The use of intelligence in the RAN is not new—both 4G and 5G deployments rely heavily on automation and intelligence to replace manual tasks, automate the RAN, manage increasing complexity, enhance performance, and control costs. What is new, however, is the rapid proliferation of AI and generative AI, along with a shifting mindset toward leveraging AI in cellular networks.
Worldwide Telecommunications Equipment Down 11 Percent in 2024

Mar 21, 2025 | benton.org | Stefan Pongratz

Conditions improved in the second half, but overall, 2024 was a challenging year for the telecommunications suppliers.
Worldwide Telecom Equipment Down 11 Percent in 2024

Mar 20, 2025 | delloro.com | Stefan Pongratz

[wp_tech_share] Conditions improved in the second half, but overall, it was a challenging year for the telecom suppliers.
MWC 2025: RAN, Open RAN, and AI RAN Highlights

Mar 13, 2025 | 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.
Op-Ed: 6G and the mobile traffic factor

Feb 26, 2025 | 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.
What to Expect from RAN in 2025

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.
Open RAN Tanks in 2024

Dec 9, 2024 | delloro.com | Stefan Pongratz

[wp_tech_share] We just wrapped up the 3Q24 reporting period. And per our latest RAN findings, 2024 is so far not a great year from an Open RAN revenue perspective. As a reminder, Open RAN investments accelerated at a torrid pace between 2019 and 2022. This remarkable ascent was then followed by a ~$0.5 B decline in 2023 as activity in the US slowed.
1H24 Worldwide Telecom Equipment Down 17%

Sep 18, 2024 | delloro.com | Stefan Pongratz

[wp_tech_share] The slump that shaped the second half of 2023 extended into the first half of 2024.
FDD Sub-3 GHz 5G Is on the Rise

Jul 31, 2024 | delloro.com | Stefan Pongratz

[wp_tech_share] 5G RAN revenues accelerated rapidly between 2018 and 2022, propelling 5G RAN to account for around two-thirds of total 3G-5G RAN before stabilizing in 2023. With the pace of 5G construction now slowing, partly due to more challenging comparisons in advanced MBB markets, it’s important to note that growth prospects for FDD and TDD are not the same.
Industry Voices: 5G is too good

Jun 5, 2024 | fierce-network.com | Stefan Pongratz

Industry Voices are op-eds from industry experts or analysts invited to contribute by Fierce staff. They do not represent the opinions of Fierce. 5G might not have lived up to all its expectations yet when it comes to proliferating the technology across industries/enterprises and connecting the machines.