Weekly Intelligence Brief on 5G and Open RAN Developments - Week of September 1, 2025

Key Takeaways

• Open RAN (ORAN) revenues stabilize, signaling potential for long-term growth.
• Brightspeed completes fiber deployment in Kansas, improving access for 23,000 users.
• Softbank's Artificial Intelligence (AI) model enhances 5G uplink throughput by 30%.
• Nokia launches a 5G solution for railway operations, advancing digital transformation.
• EU-funded projects target improved connectivity and efficiency in various sectors.

The recent developments in network technology and infrastructure indicate a stabilizing trend, particularly within ORAN, where revenue figures are approaching $10 billion. Research shows potential for long-term growth, despite challenges in adopting multi-vendor systems.

Brightspeed successfully completed its fiber deployment across eleven communities in Kansas, enhancing connectivity for approximately 23,000 families and businesses. This strategic move addresses previous deficits in high-speed internet access.

Softbank reported a significant advancement in its 5G capabilities through a newly introduced AI model that boosts uplink throughput by approximately 30%. The new architecture demonstrated notable improvements during live Over-the-Air tests.

Nokia launched a new 5G radio solution that is tailored for enhancing digital capabilities in railway operations, supporting the Future Railway Mobile Communication System (FRMCS). This initiative aims to modernize railway infrastructure and improve service delivery.

Various ongoing initiatives, including EU-funded projects, focus on advancing network connectivity and operational efficiency across different sectors, reflecting a broader commitment to improved digital infrastructure.

1. Research Indicates ORAN Revenues Stabilizing
   Findings suggest ORAN is stabilizing, with favorable long-term growth despite mixed results from multi-vendor adoption.
2. Softbank boosts 5G uplink throughput with AI model
   Brightspeed finishes fiber deployment in Kansas, improving internet access for 23,000 families and businesses.
3. Sify Technologies launches Pay-per-use AI Cloud model in India
   Accelsius joins ARPA-E's COOLERCHIPS project for enhancing cooling technologies in data centers.
4. Nokia ranks first in Omdia's core networks competitiveness report
   Dell'Oro reports sequential growth in Radio Access Network (RAN) revenues outside China, suggesting market stabilization amid cautious sentiment.
5. Nokia ranks first in Omdia's core network report
   Fastly highlights its edge services platform transformation at Xcelerate 2025, focusing on cost efficiency and operational improvements.
6. 5G Mobile Core Surges 31 Percent in 2Q 2025, According to Dell'Oro Group
   71 Mobile Network Operators (MNOs) have launched 5G Standalone (SA) services, contributing to notable growth in the Mobile Core Network market, according to Dell'Oro.
7. EchoStar to sell spectrum licenses to AT&T for $23 billion
   Charlie Ergen stated that the spectrum sale to AT&T addresses FCC inquiries while allowing Boost Mobile to continue operations.
8. Dell’Oro Group Reports 19% Growth in Mobile Core Networks
   71 MNOs have now launched 5G SA services, contributing to a projection of 10% growth for 2025.
9. Dell’Oro Group Reports 19% Growth in Mobile Core Networks
   5G Mobile Core Networks experienced a 31% rise year-over-year, indicating robust growth in the telecommunications market.
10. Mobile Core Network Expands with 5G Growth, Dell'Oro Reports
    71 MNOs have launched 5G SA services, contributing to notable growth in the Mobile Core Network market, according to Dell'Oro.
11. ORAN shows revenue stabilization, Brightspeed's deployment, Netskope's cybersecurity focus
    Brightspeed's fiber deployment in Kansas enhances internet access for 23,000 residents and businesses, addressing connectivity gaps.
12. Dell’Oro Group Discusses 5G SA Growth in 2025
    Dell’Oro's report shows a 31% increase in 5G Core revenues, citing launches by 71 MNOs focusing on enhanced services.
13. Nokia unveils commercial 5G solution for next-gen digital railway operations supporting FRMCS
    Nokia launched a 5G radio solution to enhance digital transformation in rail operations, supporting the Future Railway Mobile Communication System.
14. Nokia launches 5G radio solution for rail operations supporting FRMCS
    Nokia launched a 5G radio solution to enhance digital transformation in rail operations, supporting the Future Railway Mobile Communication System.
15. Singtel earns awards, Capgemini acquires Cloud4C - August 27, 2025
    Capgemini's pending acquisition of Cloud4C aims to enhance its cloud service offerings and capabilities.
16. Dell’Oro Group reports 31% increase in 5G revenues as organizations adopt AI in cybersecurity practices.
    73% of organizations adopted AI in cybersecurity, according to an Arctic Wolf report, with financial services leading the trend.