Worldwide telecom equipment revenue declines in the first half of 2024 

Sept. 20, 2024
Dell’Oro Group reports the downward trend is partly due to excess inventory and uncertainty in the market. 

A new report from Dell’Oro Group shows that worldwide telecom equipment revenues are down in the first half of 2024, continuing a trend from 2023.

Dell’Oro Group’s Stefan Pongratz reported that the six telecom programs that the group tracks for these findings: Broadband Access, Microwave & Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and SP Router & Switch, showed a 16% year-over-year decline in the second quarter of 2024—the fourth consecutive quarter of double-digit declines.

Revenue slowed in all regions, including China, where the total telecom equipment market experienced a 17% year-over-year decline in the second quarter.

In a press release, Pongratz explained that the results are due to excess inventory, a challenging 5G environment, and heightened levels of uncertainty.

The Dell’Oro analyst team forecasts global telecom equipment revenues for the total year to decline 8% to 10% in 2024, compared to a 4% decline in 2023.

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About the Author

Hayden Beeson

Hayden Beeson is a writer and editor with over seven years of experience in a variety of industries. Prior to joining Lightwave and Broadband Technology Report, he was the associate editor of Architectural SSL and LEDs Magazine. 

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