The past two weeks have seen the usual rush of financial results announcements from large operators and vendors. It is even harder to draw general conclusions from a quarter of results than usual, with the impact of Covid-19, geopolitics and chip shortages being added to the always unpredictable mixture of factors at the start of a major new generation of deployment, in this case 5G. A few themes can be spotted. One is that traditional network suppliers are rebounding. Both Ericsson and Nokia, despite their challenges, sent out several optimistic signals from their second quarters. Open RAN challengers may start to impact on 5G at a later date, but for now, a new wave of roll-outs primarily delivers a financial…