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Dell’Oro Group reports about 5% year over year rise in telecom capex for 1H 2026

Source Decision Insights Record Published October 8, 2026 Companies 1
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41st article in the last 90 days, one of 268 articles referencing Dell'Oro Group. Previous coverage: Dell’Oro Group Reports Worldwide Telecom Capex Rises 5% in 1H26 (Oct 2026).

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Dell’Oro Group reported that worldwide telecom capital expenditure (capex) rose about 5% year over year in the first half of 2026. The change followed several years of declining investment and reflected an improvement versus expectations at the start of 2026.

Dell’Oro Group tied telecom equipment revenue trends to capex, reporting that aggregate manufacturer revenues across six telecom equipment programs increased about 5% year over year in 1H2026. The programs included Broadband Access, Microwave Transport, Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and High End Router & Aggregation.

Within its Telecom Capex Report, Dell’Oro Group said additional forecast details included a longer-term capex outlook with only negligible revisions. Worldwide telecom capex was projected to grow at a 0 to 1% compound annual growth rate between 2025 and 2030, with capital intensity projected to decline from a 2022 peak of 18% to around 14% in 2028.

In a 2026 report context, Dell’Oro Group projected telecom equipment revenues to grow at a 2 to 3% CAGR between 2025 and 2030 and stated that telecom equipment revenues were expected to outpace CSP capex, partly reflecting incremental demand from cloud providers. “The first half was stronger than we expected, but the improving near-term trajectory does not materially change the longer-term capex story,” said Stefan Pongratz, Vice President at Dell’Oro Group. “Operators are in a stronger capacity position following the 5G and fiber investment cycles, and the focus is gradually shifting from coverage toward capacity, modernization, automation, and efficiency. At the same time, improving operator revenues are helping to reduce capital intensity ratios even as network investments remain flat.”

Press release, originally published by Alan Weissberger at techblog.comsoc.org.

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