Global telecom network infrastructure (NI) revenues reached approximately $61.8 billion in the fourth quarter of 2025, marking a 7.2 percent increase.
Full-year revenues in the global telecom network infrastructure market rose 4.2 percent to $215.8 billion. The recovery confirms that the telecom network market has moved beyond the slowdown experienced during 2023 and 2024, supported by targeted operator investments in 5G upgrades, fiber expansion, and broader network modernization initiatives.
Leading vendors including Huawei, Ericsson, and Nokia collectively accounted for around 36 percent of the global market, MTN Consulting said in a report.
Huawei retained its top position with a 17.8 percent share in the telecom network market, despite challenges and declining presence in several international markets. Ericsson and Nokia are the other leading vendors in the the telecom network market.
China Comservice and ZTE secured fourth and fifth positions, driven largely by strong domestic demand in China.
Revenue growth leaders included Wiwynn and Dixon Technologies, benefiting from rising demand for commercial off-the-shelf servers and telecom manufacturing expansion in India.
Connectivity-focused companies such as Amphenol, Fujikura, and Prysmian saw gains due to increased investments in fiber networks and data center interconnects.
Cloud and hyperscale players including Dell Technologies, Amazon, and Alphabet continued to expand their role in telecom infrastructure as operators adopt cloud-based and AI-driven network architectures.
Looking ahead to the first half of 2026, the spending outlook remains cautiously optimistic. While large-scale radio access network expansion is expected to stay muted, investments in optical networking, fiber infrastructure, and AI-linked data center connectivity are projected to drive steady growth. Telecom operators are increasingly prioritizing automation, efficiency, and cloud-native transformation as the industry transitions toward AI-enabled network environments.
BABURAJAN KIZHAKEDATH
