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Worldwide Telecom Capex Rises 5 Percent in 1H26, According to Dell’Oro Group

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Longer-Term Capex Outlook Remains Muted as Investment Shifts from Coverage to Capacity

REDWOOD CITY, Calif., Oct. 6, 2026 /PRNewswire/ — According to a recently published report from Dell’Oro Group, a trusted source for market information on the telecommunications, security, networks, and data center industries, worldwide telecom capex increased about 5 percent year-over-year (Y/Y) in the first half of 2026. The stronger-than-expected start to the year follows several years of declining investment and marks an improvement relative to expectations at the beginning of 2026.

Telecom equipment trends remain closely aligned with capex. Aggregate manufacturer revenues across the six telecom equipment programs tracked by Dell’Oro Group—Broadband Access, Microwave & Optical Transport, Mobile Core Network (MCN), Radio Access Network (RAN), and High End Router & Aggregation—also increased approximately 5 percent Y/Y in 1H26.

“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.”

Additional highlights from the September 2026 Telecom Capex report:

Despite the stronger start to 2026, Dell’Oro Group made only negligible revisions to its longer-term forecast. Worldwide telecom capex is projected to grow at a 0 to 1 percent CAGR between 2025 and 2030, reflecting a more mature investment environment following the major 5G and fiber coverage cycles.

Capital intensity, which peaked at 18 percent in 2022, is projected to decline to around 14 percent in 2028, before increasing modestly as early 6G investment emerges.

Telecom equipment revenues are projected to grow at a 2 to 3 percent CAGR between 2025 and 2030, outpacing CSP capex, partly reflecting incremental demand from cloud providers.

About the Report
The Dell’Oro Group Telecom Capex Report provides in-depth coverage of more than 50 telecom operators, highlighting carrier revenue, capital expenditure, and capital intensity trends. The report provides actual and 5-year forecast details by carrier, by region, by country (United States, Canada, China, India, Japan, and South Korea), and by technology (wireless/wireline). To purchase this report, please contact us by email at dgsales@delloro.com.

About Dell’Oro Group
Dell’Oro Group is a market research firm specializing in strategic competitive analysis of the telecommunications, enterprise networks & security, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, please contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.

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SOURCE Dell’Oro Group

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WEVO Named in the 2026 Gartner® Coolest Vendor Innovations in AI User Experience, One of Only Five Companies Recognized

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As AI makes building products and campaigns faster and cheaper, the new bottleneck is knowing which ones deserve to launch

BOSTON, Oct. 7, 2026 /PRNewswire/ — WEVO, the customer insight platform that validates products and campaigns before launch, today announced it has been named a Cool Vendor in AI User Experience by Gartner. Only five companies were named.

The innovation economy has a new bottleneck

AI has made creating prototypes of new digital products and services meaningfully faster and cheaper. A team can now produce ten product concepts, or ten campaigns to market them, in the time it used to take to make one.

“The hard question used to be ‘can we build it?’ Now it is ‘which of these deserves to launch?'” said Nitzan Shaer, Co-Founder and CEO of WEVO. “Guessing wrong is one of the largest hidden taxes on growth. The companies that win the next decade will test ideas with their customers before launch, and launch more winners because of it.”

Guessing wrong is expensive: 45% of CMOs have ended campaigns early because they underperformed (Gartner CMO Survey)

Gartner gives synthetic user research its highest benefit rating: transformational.

Trust is everything

“A confident wrong answer is worse than no answer,” said Shaer. WEVO believes three things set it apart:

Synthetic-Organic Parity (SOP): every synthetic audience can be validated against real human responses, from a panel of more than 60 million peopleJudgment: knowing when to rely on AI and when to bring in humansPatents: 12 granted patents behind the method

What comes next

“Our customers no longer ask whether to test before launch. They ask what else they can test,” said Shaer. “Business concepts, campaigns, onboarding flows, and soon what an AI agent sees when it browses a site on a customer’s behalf.”

“In our view, this recognition is a snapshot. The customers and partners who took a chance on WEVO in its early days, and the team that turned every piece of their feedback into product, are the story.” Gartner, Coolest Vendor Innovations in AI User Experience, Sarah Baumunk, Paige Kirk, et al., 29 July 2026

GARTNER is a trademark of Gartner, Inc. and/or its affiliates.

Gartner does not endorse any company, vendor, product, or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.

About WEVO

Every launch is a bet. WEVO shows marketing, product, and design teams how customers will react before the launch. In 15 minutes, teams get a score, the reasons behind it, and what to fix.

Each score comes from a synthetic audience validated against real people from a panel of 60 million, and any study can be confirmed with real customers. For brands with distinct customers, WEVO calibrates on their own customer data.

WEVO works on product concepts, websites, apps, ads, social creative, and Figma prototypes.

Is your next launch ready? Send it to sales@wevo.ai and WEVO will score it at no cost.

Contact: Henry Thomas, +1 617 982-1232, 424240@email4pr.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/wevo-named-in-the-2026-gartner-coolest-vendor-innovations-in-ai-user-experience-one-of-only-five-companies-recognized-302900697.html

SOURCE WEVO

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WEVO Named in the 2026 Gartner® Coolest Vendor Innovations in AI User Experience, One of Only Five Companies Recognized

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As AI makes building products and campaigns faster and cheaper, the new bottleneck is knowing which ones deserve to launch

BOSTON, Oct. 7, 2026 /PRNewswire/ — WEVO, the customer insight platform that validates products and campaigns before launch, today announced it has been named a Cool Vendor in AI User Experience by Gartner. Only five companies were named.

The innovation economy has a new bottleneck

AI has made creating prototypes of new digital products and services meaningfully faster and cheaper. A team can now produce ten product concepts, or ten campaigns to market them, in the time it used to take to make one.

“The hard question used to be ‘can we build it?’ Now it is ‘which of these deserves to launch?'” said Nitzan Shaer, Co-Founder and CEO of WEVO. “Guessing wrong is one of the largest hidden taxes on growth. The companies that win the next decade will test ideas with their customers before launch, and launch more winners because of it.”

Guessing wrong is expensive: 45% of CMOs have ended campaigns early because they underperformed (Gartner CMO Survey)

Gartner gives synthetic user research its highest benefit rating: transformational.

Trust is everything

“A confident wrong answer is worse than no answer,” said Shaer. WEVO believes three things set it apart:

Synthetic-Organic Parity (SOP): every synthetic audience can be validated against real human responses, from a panel of more than 60 million peopleJudgment: knowing when to rely on AI and when to bring in humansPatents: 12 granted patents behind the method

What comes next

“Our customers no longer ask whether to test before launch. They ask what else they can test,” said Shaer. “Business concepts, campaigns, onboarding flows, and soon what an AI agent sees when it browses a site on a customer’s behalf.”

“In our view, this recognition is a snapshot. The customers and partners who took a chance on WEVO in its early days, and the team that turned every piece of their feedback into product, are the story.” Gartner, Coolest Vendor Innovations in AI User Experience, Sarah Baumunk, Paige Kirk, et al., 29 July 2026

GARTNER is a trademark of Gartner, Inc. and/or its affiliates.

Gartner does not endorse any company, vendor, product, or service depicted in its publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner publications consist of the opinions of Gartner’s business and technology insights organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this publication, including any warranties of merchantability or fitness for a particular purpose.

About WEVO

Every launch is a bet. WEVO shows marketing, product, and design teams how customers will react before the launch. In 15 minutes, teams get a score, the reasons behind it, and what to fix.

Each score comes from a synthetic audience validated against real people from a panel of 60 million, and any study can be confirmed with real customers. For brands with distinct customers, WEVO calibrates on their own customer data.

WEVO works on product concepts, websites, apps, ads, social creative, and Figma prototypes.

Is your next launch ready? Send it to sales@wevo.ai and WEVO will score it at no cost.

Contact: Henry Thomas, +1 617 982-1232, 424240@email4pr.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/wevo-named-in-the-2026-gartner-coolest-vendor-innovations-in-ai-user-experience-one-of-only-five-companies-recognized-302900697.html

SOURCE WEVO

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Snorkel AI Raises $350 Million to Help Push the Frontier: NYSE Content Update

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NYSE issues a pre-market daily advisory direct from the trading floor.

NEW YORK, Oct. 7, 2026 /PRNewswire/ — The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today’s NYSE Pre-market update for market insights before trading begins. 

Kristen Scholer delivers the pre-market update on October 7th

Snorkel AI boosts it valuation to $3.5 billion as it looks to expand platform. Snorkel works with AI labs and enterprises on the data behind frontier model evaluation and training.CEO Alex Ratner will join NYSE Live to discuss why he believes advancing the science and tech behind data development will be among the most impactful areas of AI research.Jake Paul was among notable attendees at September’s All-In Summit. In an interview with Kristen Scholer, Paul says that defense company Saronic is standing out for its ability to create hardware at scale and solve industry bottlenecks.Paul also said that the buildout of AI data centers in the U.S. is essential for national security. The S&P 500 will look to build off a fresh record.The large cap index closed above 7,800 for the first time ever during Tuesday’s session.Minutes from the Fed’s September meeting are due today at 2 p.m. ET.

Opening Bell
CNBC’s Halftime Report celebrates its 15th anniversary

Closing Bell
Genius Sports (NYSE: GENI) celebrates its role as the operating system of modern sports

For market insights, IPO activity, and today’s opening bell, download the NYSE TV App and check out the NYSE YouTube: TV.NYSE.com and YouTube.com/@NYSEofficial

View original content to download multimedia:https://www.prnewswire.com/news-releases/snorkel-ai-raises-350-million-to-help-push-the-frontier-nyse-content-update-302901161.html

SOURCE New York Stock Exchange

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