Telecom Industry Health Check (3Q10): Vendor Financial Results
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Introduction
This report analyzes vendors' 3Q10 financial results with the following goals in mind: to understand which vendors are strong, which weak, and how sustainable the current structure is; capex implications of vendors’ financial situation; what opportunities and threats exist due to financial position of vendors; and how SPs’ spending on wireline, mobile, and services is changing over time.
Features and benefits
For the annualized 3Q10 period, the biggest telecom network infrastructure vendors were: Ericsson, Alcatel-Lucent, Cisco, Huawei, and NSN (all with over 10% share); all others had under 5% share.Rolling 12-month capex peaked in 3Q08 at $300.7bn but hit $262.6bn in 3Q10, down 0.7% from 2Q.Vendors’ NI revenues fell 0.1% YoY in 3Q10. Mobile infra fell 1% YoY for the second straight quarter, even as the devices market grew 30% YoY due to higher-performance networks, smartphones, and innovative devices like the iPad. Ovum’s wireline segments – optical, switching & routing, and broadband – grew by 16% YoY in 3Q10.
Your key questions answered
Introduction
This report analyzes vendors' 3Q10 financial results with the following goals in mind: to understand which vendors are strong, which weak, and how sustainable the current structure is; capex implications of vendors’ financial situation; what opportunities and threats exist due to financial position of vendors; and how SPs’ spending on wireline, mobile, and services is changing over time.
Features and benefits
- Find out what the latest vendor earnings say about the outlook for telecom's recovery from the downturn.
- Identify which vendors are financially strong and coping well with the recent market turmoil and which ones are not.
- Track the presumed "shortage" in components, and what this means to system vendors' balance of power and earnings at the component and chip level.
- Discover which regional and product areas are especially promising, or not, and how that is impacting different vendors
For the annualized 3Q10 period, the biggest telecom network infrastructure vendors were: Ericsson, Alcatel-Lucent, Cisco, Huawei, and NSN (all with over 10% share); all others had under 5% share.Rolling 12-month capex peaked in 3Q08 at $300.7bn but hit $262.6bn in 3Q10, down 0.7% from 2Q.Vendors’ NI revenues fell 0.1% YoY in 3Q10. Mobile infra fell 1% YoY for the second straight quarter, even as the devices market grew 30% YoY due to higher-performance networks, smartphones, and innovative devices like the iPad. Ovum’s wireline segments – optical, switching & routing, and broadband – grew by 16% YoY in 3Q10.
Your key questions answered
- Did telecom vendor revenues grow in 3Q10? What segments, regions, and specific vendors are performing best?
- Which vendors are the most financially "strong" as of 3Q10?
- What is the outlook for carrier capex? Outsourcing/professional services? On net, what is the impact on vendors' near-term revenue outlook?
OVERVIEW
Introduction
Research and analysis highlights
Key reasons to read this report
APPENDIX
Further reading
Author
Ovum Consulting
Disclaimer
Introduction
Research and analysis highlights
Key reasons to read this report
APPENDIX
Further reading
Author
Ovum Consulting
Disclaimer
