When we talk about fifth generation wireless radio vendors, Ericsson (NASDAQ:Eric), Nokia (NOK) and recently Samsung (OTCPK:OTC:SSNLF). Well, there is also Airspan (NYSE:MIMO) a relatively unknown provider of 4G LTE and 5G RAN (Radio Access Networks) solutions from the USA.
Since going public in August 2021, the company’s stock has suffered a downtrend and is currently available for less than $3.
This would be a suitable entry point for those looking to benefit from product innovation in a world where, despite greater inflationary pressures, the trend towards secular digital transformation remains firmly entrenched. My goal with this thesis is to assess Airspan’s finances and how it could benefit from them higher Capex invests in 5G to drive its open technology to mobile service providers (MNOs) in a changing competitive landscape.
Switch from RAN to O-RAN
Airspan is part of…