About 20% of telecom's 100 or so key vendors have now reported second quarter 2019 (2Q19) results. From these early vendor results, there are modest signs of a ramp-up in 5G-related spending. Preliminary totals indicate growth of +1.9% YoY in vend...read more
Introduction In the last few years the demands from webscale network operators (WNOs, Figure 1) on transmission network architectures have changed considerably. From pure raw capacity requirements and lower costs, webscale players now prioritize h...read more
Background AT&T and Verizon both reported first quarter 2019 (1Q19) earnings this week. Analysts expecting a capex bump from 5G were disappointed. Capital expenditures (capex) fell at both companies on a year-over-year (YoY) basis, down 14% at...read more
Network disaggregation is one of those topics that is hard to build an audience around. The appeal of it mostly is on the cost side. It’s not short and enticing like “5G”. And it means different things to different people, even within the same ...read more