Dell’Oro cuts forecast on private wireless networks by 20%

Dell’Oro Group, in a brief press release, said private wireless radio access network (RAN) shipments and revenues were again coming in below expectations, resulting in a “near-term downgrade.”

The analyst firm now projects that annual revenue from private wireless LTE/5G small cells – hardware only – will reach between $800 million and $1 billion by the end of its 2022-26 forecast period.

“We have chopped the small cell portion of private wireless by about a fifth throughout the forecast period,” Stefan Pongratz, VP and analyst with Dell’Oro, told Light Reading.

“This is in part because we have received new data suggesting the starting point is a bit lower than we initially modeled. In addition to the different absolute levels, the progress over the past six months has disappointed somewhat.”

“To be clear,” added Pongratz, “the demand for private wireless is growing but just not as fast as we initially expected.”

Looking longer term to the 2030 horizon Pongratz believed that the total addressable market for private wireless networks was still a “large market opportunity” but will take some time to realize its full potential.

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