After two consecutive years of declining telecom equipment investments, the pendulum is beginning to shift. Preliminary findings indicate that aggregate worldwide telecom equipment revenues across the six programmes tracked by Dell’Oro Group – Broadband Access, Microwave & Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and Service Provider Router & Switch – increased by 4 per cent year over year (Y/Y) in H1 2025.

The improved market conditions were driven by several factors, including easier year-over-year comparisons, inventory stabilisation and favourable currency movements.

Market conditions improved markedly outside of China, with revenues increasing 8 per cent Y/Y in the first half. The recovery was broad-based across all telecom programmes; however, Dell’Oro Group notes that MCN, Optical Transport and SP Router & Switch led the gains.

Global supplier rankings remained largely unchanged, though revenue shares shifted modestly as Huawei continued to gain ground, while Ericsson and Nokia saw slight declines compared with 2024 levels.

The short-term outlook has been revised slightly upward. The analyst team now expects global telecom equipment revenues across the six programsme to grow 2 per cent to 3 per cent in 2025, compared with a flat outlook in the 2024 update.

Other posts by :

1. Musk: “AI is inevitable”
2. Airbus Space says business is booming
3. AST SpaceMobile gets permission for giant factory
4. Questions over AST SpaceMobile’s spending plans
5. Bank: AST SpaceMobile is favoured
6. Amazon Leo gains South Africa link
7. Eutelsat wants an extra 528 satellites
8. FCC approves orbital space mirrors
9. Analysts: “Unknown Unknowns for SpaceX”

Categories: Articles, Broadband, Equipment, Equipment, Markets, Research, Telco

Tags: Dell’Oro Group, telco