BELMONT, CA — May 18, 2026 — Exact Ventures recently published its Policy Network Function Market Share and Total Market Analysis for 1Q 2026.

Huawei continues to hold a commanding lead in the policy network function market, though its revenue trajectory has been notably volatile — sharp pullbacks followed by sharp recoveries, reflecting lumpy large-contract dynamics. Beneath Huawei, the competitive order has been shifting: Ericsson surged in 4Q25 to briefly lead the second tier, edging out Oracle and Nokia, before easing back in 1Q26.

Meanwhile, two structural shifts continue to reshape the market. The PCRF-to-PCF transition continues, with PCF now commanding a clear majority of total policy revenue and outgrowing legacy PCRF by a wide margin — a trend our 15-year time series shows accelerating each quarter. At the same time, operators are increasingly favoring cloud-native (CNF) policy deployments over legacy VNF architectures, reshaping vendor roadmaps and influencing competitive positioning.

Which vendors are best positioned for the PCF and CNF transitions, and is Huawei’s lead as secure as it looks? Our 1Q26 report breaks down vendor-by-vendor share across PCRF and PCF, by region — including CNF vs. VNF deployment trends — along with a full 5-year forecast through 2030.

For more information or to request the full report, contact:
Greg Collins
Exact Ventures
greg@exactventures.com