Economics

AI-RAN Hype Collides with Flat RAN Economics: What Operators Must Decide Now

Ericsson’s Q2 results and rising silicon costs underscore the gap between AI-RAN promises and near-term operator budgets in a stagnant market.

Open RAN Has Become 'Just a Standard'—and That's the Win We Needed

Open RAN's evolution from ideology to pragmatic standardization is its real success. Here's why 'just a standard' is enough.

Open RAN's Fate Hinges on Economics, Not Ideology

Dell'Oro says Open RAN is now just a standard. The real question is whether it can be economically viable, not whether it's open.