Deals Counterparts

AT&T's $14 billion Open RAN deal with Ericsson

Supply Agreement Telecom announced null Mar 4, 2026
USD14B
Deal Value

AT&T entered into a $14 billion Open RAN deal with Ericsson to deploy Open RAN assets on its network.

Deal Analysis

AT&T has announced a substantial $14 billion Open RAN supply agreement with Ericsson, focused on deploying Open RAN assets across its network. This deal represents a significant strategic investment by AT&T, a major telecommunications provider, into next-generation network infrastructure. For Ericsson, a multinational networking and telecommunications company, securing such a large contract from a tier-1 operator solidifies its position as a key supplier in the evolving telecom landscape and the burgeoning Open RAN market. The agreement's considerable value underscores a major commitment to the Open RAN paradigm, which aims to introduce greater flexibility, innovation, and potentially more diverse vendor ecosystems into network deployments. This move by AT&T is notable for its scale and its potential to influence broader industry trends, signaling a strong endorsement of Open RAN technology by a leading carrier. It highlights the ongoing transformation within the telecom sector towards more disaggregated and open network architectures, positioning both AT&T and Ericsson at the forefront of this technological shift.
  • A significant $14 billion supply agreement.
  • Focus on the deployment of Open RAN assets.
  • Involves two major industry players: AT&T (buyer) and Ericsson (supplier).
  • Announced status, indicating a forward-looking strategic move in telecom infrastructure.

Source Intelligence

KEY DETAILS

The article, published on March 04, 2026, refers to the deal as an existing agreement that AT&T is 'building on'. It states that 'This time last year' (relative to March 2026), AT&T had started to deploy Open RAN assets on its network as part of this deal. The deal is for AT&T to deploy Open RAN assets on its network. AT&T has completed more than 50 percent of its radio replacement (swap) program and more than 50 percent of its network traffic is now carried on open-capable hardware. AT&T aims for this figure to rise to 70 percent by the end of 2026. AT&T and Ericsson also demonstrated Ericsson’s AI-native link adaptation on a Cloud RAN stack powered by Intel Xeon 6 SoC.

Deal Size
building on the carrier's $14 billion Open RAN deal with Ericsson
PARTIES MENTIONED IN SOURCE
A
AT&T buyer

"AT&T had started to deploy Open RAN assets on its network, building on the carrier's $14 billion Open RAN deal with Ericsson"

E
Ericsson seller

"building on the carrier's $14 billion Open RAN deal with Ericsson"

medium quality Enriched Mar 4, 2026

Timeline

Announced
Mar 4, 2026
Signed
Closed