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Dell’Oro Group Reports Worldwide Telecom Capex Rises 5% in 1H26

Source Decision Insights Record Published October 6, 2026 Companies 1
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41st article in the last 90 days, one of 267 articles referencing Dell'Oro Group. Previous coverage: Dell'Oro Group reports worldwide telecom capex rose in 1H26 (Oct 2026).

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Analyst
Job function
Non-Technology / Investor
Buyer role
Decision Maker / Budget Holder
Buyer journey
Need to Buy
Adoption curve
Early Majority
Technology maturity
Market Correction
Industry
Telecommunication Services / Diversified Telecommunication Services / Global WAN & Enterprise Connectivity Services

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Worldwide telecom capital expenditure increased about 5% year over year in the first half of 2026, and market equipment revenues rose at a similar pace, reflecting a stronger near-term start for operators. The report says the longer-term capex outlook stays muted as spending shifts from coverage toward capacity and efficiency.

Capex and equipment trends

The report attributes the 1H26 telecom capex increase to a stronger-than-expected start after several years of declining investment. It also reports that aggregate manufacturer revenues across six tracked telecom equipment programs increased approximately 5% year over year in 1H26.

Longer-term forecast and equipment spending

Dell’Oro Group made only negligible revisions to its longer-term forecast, projecting worldwide telecom capex growth of 0% to 1% compound annual growth rate between 2025 and 2030. It projects telecom equipment revenues to grow at a 2% to 3% CAGR over the same period, outpacing CSP capex.

Capital intensity outlook

Capital intensity peaked at 18% in 2022 and is projected to decline to around 14% in 2028. The report says capital intensity is expected to increase modestly as early 6G investment emerges.

Analyst perspective

Stefan Pongratz, Vice President at Dell’Oro Group, said, “The first half was stronger than we expected, but the improving near-term trajectory does not materially change the longer-term capex story.” He added, “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.”

This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.

Blog post, originally published at delloro.com.

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