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Dear Valued Readers, ?

Welcome to the December newsletter! Here’s a look at the latest insights: we’ve recently published our Disaggregated Cell Site Gateways Report and shared our perspective on?Mavenir’s Analyst Event —each packed with valuable findings to keep you ahead of the curve.?

Disaggregated Cell Site Gateways (DCSGs): A Market on the Rise ?

Disaggregation, pioneered by tech giants like Meta and 微软 , has revolutionized telecom, enabling CSPs to separate software from hardware and adopt cost-effective white box solutions. Our latest report focuses on disaggregated cell site gateways—a key element of this shift.? ?

After a two-year lull, the DCSG market regained momentum in 2023, driven by contracts across North America, Asia, and Africa. Market leaders like Ciena and IP Infusion now dominate NOS software, while Edgecore Networks Corporation and UfiSpace lead in hardware.? ?

DCSG sales are forecasted to exceed $500M by 2029, fueled by 5G deployment and open RAN growth. Despite challenges in breaking into established vendor markets, the push for vendor-neutral, cost-efficient solutions keeps disaggregation high on CSPs’ agendas.? ?

Mavenir: The U.S. Champion Taking on the World?

As 2024 winds down, Mavenir —the U.S.-based telecom software powerhouse—continues to make waves. Last week, we had the pleasure of attending the two-day Mavenir Analyst Event in Richardson, Texas. The company offered a deep dive into its vision, strategy, and progress, leaving us impressed yet again. Mavenir is not just a player in the telecom space—it’s a disruptor and innovator, tackling the industry’s biggest challenges with its end-to-end, cloud-native portfolio.? ?

In our latest perspective, we explore how Mavenir is advancing Open RAN, messaging, IMS, and packet core solutions while fostering innovation across its ecosystem. We also dive into its ambitious four-year Open RAN revenue forecast and the realistic steps it’s taking to meet those goals by 2027. Mavenir’s proven strategy of innovation, targeted engagements, and long-term customer relationships is yielding consistent results, with new wins across all business units.? ?

We wish you a joyful holiday season and a prosperous New Year! As we celebrate this festive season, we want to thank you for being a valued part of our community.?

A brand-new report launches in January—stay tuned!?

The report and perspective mentioned above are available on our website: www.teralresearch.com. ?

Best Regards,?

The TéRAL RESEARCH team?