Signals Flash! Open RAN / Mavenir - Too Important to Fail?
Signals Flash! Open RAN / Mavenir - Too Important to Fail?
Random Thoughts Following the Mavenir Analyst Event 2024
12/23/2024 | 15 pages
In mid-December, we attended the Mavenir Global Analyst event, held in Richardson, Texas. The event brought together industry analysts from North America, Europe, and Asia, for two days of discussions. In addition to analysts, there were customer testimonials – both live and in person – as well as a tremendous richness of information.
In this Signals Flash, we discuss our takeaways from the event, with a primary focus on Open RAN and Mavenir’s ambitions, activities and outlook for the space. It also wouldn’t be a Signals Flash report if we didn’t interject our own perspectives.
Key Highlights and Observations
Dazed and Confused. Will the real Open RAN please stand up! There is way too much confusion regarding what is and isn’t Open RAN, or if it even matters. We think it can matter, and we discuss.
Too Important to Fail. Much like the financial crisis of 2008, the Open RAN ecosystem is going through its own turmoil. The government ultimately bailed out the major banks and/or let failed banks get acquired by others without the acquirer incurring as much risk and uncertainty as normal. What, if anything, does this mean for Open RAN and Mavenir?
Current Challenges and Future Opportunities. We discuss the many factors that have led to the slowdown in the Open RAN / Mavenir opportunity and what opportunities lie ahead.