Search results for Omdia

Telcos shifting capex to AI infra, says Omdia

Hyperscalers continue to dominate AI infrastructure globally, but regulatory dynamics are opening space for telcos in specific segments, observes Omdia In sum – what to know: Deman...

Omdia: Amazon, Netflix and Google to Capture Half of $81 Billion CTV Advertising Market by 2030

Global connected TV (CTV) advertising revenue will surge from $44 billion in 2025 to $81 billion by 2030, with CTV ad revenues expected to surpass traditional linear TV advertising...

Global telecom connectivity revenues up 4% in 2025, capex falls 2%

(Telecompaper) Global connectivity revenues were worth USD 333 billion in the fourth quarter of 2025, up 5 percent year-on-year, according to data released by Omdia...

Emerging markets drove global RAN growth in Q1, Omdia says

A weaker North American market reflects both the maturity of the region’s 5G cycle and tougher year-over-year comparisons, says Omdia In sum – what to know: Emerging market growth...

OTN hardware annual sales to surpass USD 18 bln for first time since 2000 - research

(Telecompaper) The latest optical transport equipment forecast from Dell'Oro Group projects sales above USD 18 billion in 2026 for the first time since the year 2000 - the height o...

Omdia: Global Online Video and TV Revenues to Exceed $1 Trillion by 2030, Driven by Social Video Advertising

Global traditional TV and online video revenues are projected to exceed $1 trillion by 2030, according to new data presented by Maria Rua Aguete, Head of Media & Entertainment...

Frost & Sullivan Names Ooma AirDial the 2026 Competitive Solution Leader for POTS Replacement in North America

Recognition comes as accelerating copper network retirement drives urgency around replacing mission-critical analog lines SUNNYVALE, Calif. — May 19, 2026 – Ooma, Inc. (NYSE: OOMA)...

European Telcos Embrace D2D Satellite Amid 6G Shift

The evolving D2D satellite connectivity landscape in Europe is transforming mobile services. A recent Omdia report indicates a 22% engagement surge from European mobile operators i...

Outset Medical, Inc. (OM) Q1 2026 Earnings Call Transcript

Nokia’s Optical Network Surge – Embracing AI & Cloud Demand

Nokia's optical network sales surge by 20%, reaching €821 million, reflecting the rising demand for AI and cloud solutions. The company anticipates hyperscaler spending to exceed $...

SFR bid tests French telecom market structure

The potential acquisition of French telco SFR by Orange, Bouygues Telecom, and Iliad could reshape pricing dynamics and investment incentives in the local telecoms market In sum –...

China Mobile faces pressure from competition and weak demand

Guang Yang, senior principal analyst at Omdia, told RCR Wireless News that China Mobile is facing growing competition from rival telcos In sum – what to know: Profit under pressure...

Indosat’s Neocloud Business Soars with AI and Partnerships

Indosat Ooredoo Hutchison, a leading telecommunications operator in Indonesia, is strategically expanding its neocloud business. With projections of reaching $170 million in revenu...

OCP Rack Market Growth Accelerates with Rising Hyperscale Data Center Demand and Trends Driven by Cloud Infrastructure E...

Ondas Completes Acquisition of World View Enterprises, Establishing a Persistent, AI-Enabled Multi-Domain ISR Platform A...

Transaction positions Ondas at the forefront of next-generation, AI-enabled defense and security architectures built on persistent, layered intelligenceExpands access to large and...

Omdia: Global smartphone shipments grew by 1% in Q1, fueled by supply side push

Despite the ongoing memory chip crisis, Omdia reported a 1% rise in global smartphone shipments for Q1. Total shipments during the first three months of the year reached 298.5 mill...

5G core growth shifts outside China, Dell’Oro says

Dell’Oro said 5G MCN revenue in North America and EMEA expanded 20% year over year during the quarter, continuing momentum that began in 2025 In sum – what to know: Regional diverg...

Tarifica Named a "Vendor to Watch in 2026" by The Fast Mode

Recognition highlights company's continued leadership in telecom pricing intelligence. NEW YORK, April 27, 2026 /PRNewswire-PRWeb/ -- Tarifica, a global leader in telecom plan and...

FWA will remain complementary to fiber in UK market, says Omdia

FWA is gaining strategic importance in the U.K. broadband market, but it is unlikely to emerge as a large-scale replacement for fiber connectivity, says Omdia In sum – what to know...

Q1 2026 TV Market Outlook – TCL Samsung Hisense Samsung

According to Counterpoint Research’s Quarterly Global TV Shipments Tracker 2026Q1, global TV shipments rose 3% YoY in Q1 2026. In Q1 2026, Samsung recorded 8% YoY growth which was...

“Sold out in six months” – telcos clash on AI go-to-market strategy

Debate at FutureNet World shifted from strategy to execution, as telcos BT and Orange outlined platform-led, partner-driven models, while Telus and Rakuten pressed for faster moves...

Global telecom capex set to fall in 2026: Dell’Oro

Dell’Oro forecasts a 2% decline in global telecom capex in 2026, followed by modest growth at a CAGR of around 1% through 2030 In sum – what to know: Capex set to decline – Global...

The Dawn Of AI-Powered Telcos: How CSPs Will Reinvent Themselves With AI

Global AI adoption presents communication service providers (CSPs) with a rare opportunity to transform and unlock new growth. In my latest report, The Dawn Of AI-Powered Telcos, I...

Omnichannel Ad Platforms: The Future Beyond DSPs

The market for omnichannel demand-side platforms (DSPs) reached its limit. Pioneers like The Trade Desk and its erstwhile rivals, including the likes of Xandr, Turn, MediaMath, Tub...