TéRAL RESEARCH

???While everyone's talking AI, the real innovation is happening somewhere unexpected... ? #AI stole the show at #MWC25, but when it comes to?real?5G monetization, the biggest story might actually be?APIs. As Stéphane Téral pointed out, AI-for-RAN is largely an evolution of?AI-powered?self-optimizing networks—something the industry has been working on for over a decade. Meanwhile, operators are struggling to turn 5G into profit, and?AI-and-RAN and AI-on-RAN?won’t solve that challenge?any time soon. ???The real opportunity??APIs that unlock new revenue streams. Rallied?behind?Aduna Global, industry heavyweights?are making major moves with network APIs. With carriers like?AT&T, T-Mobile, and Verizon?launching security-focused APIs in the U.S. and global players joining forces, API-driven services could finally give operators a way to?monetize their 5G investments. Could APIs be the key to?turn the tide in the 5G monetization conundrum? Time will tell, but the momentum is building. ???Read the full article here:?https://lnkd.in/gaeUU64d #5G #TelecomInnovation #NetworkAPIs #Telecom #AI?J. Sharpe Smith, AGL Information & Technology, LLC, Wireless Infrastructure Association, Connect (X): Powered by WIA, AI-RAN Alliance

The next few months are packed with key industry events, and we’ll be there to discuss the latest in wireless infrastructure, Open RAN, and network evolution. If you’re attending, let’s meet up! ?? ?? OFC Conference – San Francisco, CA | March 30 - April 3? ?? OCP EMEA Summit – Dublin, Ireland | April 29 - 30? ?? Connect (X): Powered by WIA – Chicago, IL | May 12 - 14 #Telecom #5G #OpenRAN #WirelessInfrastructure #Networking #OFC25 #OCPsummit #ConnectX Open Compute Project Foundation

???SoftBank’s $6.5B Move: A Turning Point for Wireless Infrastructure? ? SoftBank’s acquisition of Ampere Computing isn’t just about AI—it could have real implications for?vRAN, and Open vRAN?infrastructure. With operators increasingly adopting software-defined architectures, the need for alternative silicon solutions beyond Intel has never been greater.? ? ???Our latest 4Q24 Wireless Infrastructure Update highlights how Open?vRAN?and 5G RAN are the bright spots in a transitioning market.? ???Ampere’s Arm-based chips could bring a new competitor into vRAN compute, aligning with SoftBank’s broader AI-RAN ambitions. ???Can SoftBank leapfrog the current Open vRAN leadership to move to the pole position? ???As the market moves toward cloud-native architectures, will this accelerate?Open?vRAN?adoption?? ? We’ll be tracking these shifts closely—expect vRAN, Open?vRAN, and AI-powered?RAN?(AI-SON and non-real time RIC)to be key drivers in 2025.?Our next Open vRAN Update is scheduled for delivery on March 27, 2025.?What’s your take????? ? https://lnkd.in/gAeF3VJb #Telecom #5G #OpenRAN #vRAN #RAN #WirelessInfrastructure #AI TelecomTV?

Excited for a bustling event in San Francisco, commemorating 50 years of optical networking and communications. Optical fibers serve as the vital lifelines of global telecom networks, with 5G being no different - a lack of fiber to the tower results in subpar 5G connectivity. Interestingly, 5G mirrors the initial stages of Fiber to the Home (FTTH) adoption at the turn of the century, displaying a similar slow uptake. Delving into the past of FTTH might offer insights into the trajectory of 5G's future. IEEE Communications Society IEEE Photonics Society Optica OFC Conference #OFC25 #FTTH #5G

5G vs 4G: The Adoption Gap Revealed??? Our latest wireless infrastructure market report confirms what the data shows - despite early rapid adoption, 5G network deployments (344) are significantly trailing 4G (480) at the same point in their lifecycle.??? This adoption gap, clearly visible in our latest analysis, helps explain why we're seeing the?wireless infrastructuremarket finally bottoming out with a 27% QoQ growth in Q4 2024, yet still down 2% YoY,?after declining steeply the past 2 years.??? What does this mean for the industry? We're forecasting modest 2% growth in 2025, with 5G-Advanced upgrades and Open RAN implementations driving the recovery - but not enough to offset declining 4G investments.??? Get the full report to see what this means for infrastructure investment through 2030: https://lnkd.in/gWfWH_7w #5G #4G #TelecomMarket #NetworkInvestment #wirelessinfrastructure?#openran

MWC25: AI Everywhere, but What’s Next for Telecom? If there was one thing impossible to ignore at #MWC25, it was AI. From cloud giants to chipset leaders, the AI conversation dominated every hall, booth, and panel. But for many telecom veterans,?AI is not new as they have been leveraging it in various parts of their network for years. This was the “so what?” moment but?the key question remains: Where does AI truly fit in the telecom ecosystem? With the AI-RAN Alliance gaining traction and CSPs navigating new monetization paths, the industry is at an inflection point. Will AI finally move beyond the hype to deliver real value at scale for telecom infrastructure? Or is MWC26 when we’ll see the real shakeout? ???Read our latest perspective for a deeper dive into the key shifts from MWC25, including AI’s impact, the evolving vendor landscape, and what’s next for wireless infrastructure. https://lnkd.in/gjFJDydA #MWC25 #Telecom

From exciting moments at #MWC25 to great conversations over amazing food—and of course, taking in the beautiful Barcelona views. A fantastic week reconnecting, exchanging ideas, and looking ahead at what’s next for telecom. Until next time, Barcelona! ? Stay tuned for Stéphane Téral's Perspective. ? #MWC25 #Telecom

?? Our February Newsletter is now LIVE! ?? Topics include 4Q24 & FY24 Wireless Infrastructure update & the Airspan Networks/Corning business deal. #wireless #wirelessinfrastructure #telecom

WIth AI-RAN being one of the main talking points at this year’s Mobile World Congress, TelecomTV talked to Stéphane Téral, Founder & Chief Analyst at TéRAL RESEARCH, about how this particular radio access network option might have an impact on network operators and vendors alike. ?? Watch now: https://lnkd.in/ehFDJwj3 #SpotlightOn5G #AIRAN #RAN #Telecom #AI #Automation #MWC25

Watch Stéphane Téral share his view on AI-RAN from #MWC25! Tune in at the 10:30 mark—check it out now: https://lnkd.in/euvGswXb #Telecom #AIRAN #5G #Wireless #MWC25