
Telco cloud: short-term pain, long-term gain
Telco cloud came with the promise of agility and returns. Our latest in-depth research examines the evidence, why telcos still believe it will deliver, and what needs to be done to achieve that.
Telco cloud came with the promise of agility and returns. Our latest in-depth research examines the evidence, why telcos still believe it will deliver, and what needs to be done to achieve that.
In this update we present more granular data into the RAN to track the shift towards disaggregation across vendor ecosystems. It is still very early days with open RAN and vRAN, with 33 deployments in total, but we expect this to accelerate over the coming year.
More telcos are making deals to run their VNFs on the public cloud. Not much is live yet. But cloud hosting of network functions will support telcos in realising the benefits of cloud-native, and we believe telcos can safely go further and faster.
New growth from 5G standalone, RAN and SASE is getting underway, amidst maturity and decline in foundational deployments.
As telecoms operations become increasingly softwarised, network functions are getting broken down into their individual parts, and reassembled as an essential part of the IT stack for industry-specific applications and services. In this disaggregated telco value chain, is there anything left that is distinctively ‘telco’?
Global O-RAN capex forecasts 2020–2030, modelling operator investments across four migration pathways.