After five consecutive years of growth and stable trends in first half of 2023, the pendulum swung rapidly towards the negative in the second half of the year, with worldwide telecom equipment revenues dropping by 5% for 2023, according to a new blog post by Stefan Pongratz at the Dell’Oro Group.
Pongratz noted that preliminary findings also suggest that worldwide telecom equipment revenues across the six telecom programs tracked at the Dell’Oro Group—Broadband Access, Microwave & Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and SP Router & Switch—also performed worse than expected.
