Telecom’s biggest vendors – 2Q20 edition
Telco NI vendor revenues decline by 5% YoY in 2Q20 for market excluding Huawei, which surged amidst China's 5G push
By Matt Walker
By Matt Walker
Vendor revenues in the telco network infrastructure (telco NI) market declined again in 2Q20 on a year-over-year (YoY) basis, for the third straight quarter. Huawei’s unusual first half report skewed the market upwards, to produce a global average decline of just 1% YoY. However, if you exclude Huawei, the rest of the telco NI market dropped by a steeper 5.3%. Removing both ZTE and Huawei would yield a telco NI decline of 6.3%. Telco spending stats are consistent with this steep drop, and not surprising given the economic pressures induced by COVID-19.
- Table of Contents
- Figure & Charts
- Coverage
- Visuals
Table of Contents
- ABSTRACT – Results commentary
- INTRODUCTION
- 2Q20 Telco NI Market Results
- TOP 25 VENDORS – Printable tearsheets
- CHARTS – Single vendor snapshot
- CHARTS – 5 vendor comparisons
- DATA – revenue estimates by company
- ABOUT – MTN Consulting and report methodology
Figure & Charts
Partial list:
- Telco NI vendor revenues, annualized (US$B)
- Telco NI revenues by company type, 2Q20 annualized (total: $213B)
- Telco NI as share of total company revenues for top 25 vendors
- Telco NI as % of corporate revenues by company type
- Telco NI/Total
- Annualized Telco NI revenues vs. Capex and Opex (ex-D&A)
- Correlation between Telco NI revenues and Capex/Opex ex-D&A
- Annualized Telco NI vendor revenues ($B) vs. YoY growth in single quarter sales
- Telco NI sales of top 6 vendors vs. all others, 2Q20 TTM (annualized)
- Telco NI vendor revenues, YoY % growth in single quarter
- Top 25 vendors based on Telco NI revenues in 2Q20 ($B)
- Top 25 vendors based on annualized Telco NI revenues through 2Q20 ($B)
- Telco NI market share changes, 2Q20 v. 2Q19
- Top 25 vendors based on 2Q20 YoY revenue growth rate in Telco NI
- Top 25 vendors: results highlights and growth outlook
- Top 25 vendors in Telco NI Hardware/Software: Annualized 2Q20 Revenues (US$B)
- Top 25 vendors in Telco NI Services: Annualized 2Q20 Revenues (US$B)
Coverage
| Company | Segment |
| 3M | CCV |
| A10 Networks | NEP |
| Accenture plc | ITSP |
| Accton Technology | NEP |
| ADTRAN | NEP |
| ADVA Optical Networking | NEP |
| Affirmed Networks | NSP |
| Alcatel-Lucent | NEP |
| Allied Telesis | NEP |
| Allot Communications | NEP |
| Altran Technologies | ITSP |
| Amdocs | ITSP |
| Anritsu | T&M |
| Arista Networks | NEP |
| ARRIS International | CCV |
| AsiaInfo Technologies | NSP |
| Atos Origin | ITSP |
| Audiocodes | NSP |
| Avaya | ITSP |
| Aviat Networks | NEP |
| Beijing Xinwei | NEP |
| Broadcom Limited | NEP |
| BroadSoft, Inc. | NSP |
| Brocade Communications Systems, Inc. | NEP |
| CA Technologies | NSP |
| Calix | NEP |
| Capgemini | ITSP |
| Casa Systems | NEP |
| Ceragon Networks | NEP |
| Check Point Software | NSP |
| China Communications Services Corporation Limited | ES |
| Ciena Corporation | NEP |
| Cisco Systems | NEP |
| Citrix Systems | ITSP |
| Clearfield | CCV |
| Comarch | ITSP |
| Comba Telecom | NEP |
| CommScope Holding | CCV |
| Commvault Systems | ITSP |
| Comptel | NSP |
| Convergys | ITSP |
| Coriant | NEP |
| Corning | CCV |
| CSG | NSP |
| Cyan | NSP |
| DASAN Zhone | NEP |
| Datang Telecom Technology | NEP |
| Dell Technologies | NSP |
| DragonWave Inc. | NEP |
| DXC Technology (aka CSC) | ITSP |
| DyCom Industries | ES |
| ECI Telecom | NEP |
| Ericsson | NEP |
| EXFO Inc | T&M |
| Extreme Networks | NEP |
| F5 Networks | ITSP |
| Fiberhome | NEP |
| FireEye | NSP |
| Fortinet | ITSP |
| Fujikura | CCV |
| Fujitsu Limited | NEP |
| Furukawa Electric | CCV |
| General Cable | CCV |
| Harmonic Inc. | NEP |
| HCL Technologies | ITSP |
| Hengtong Optic-electric | CCV |
| Hitachi | NEP |
| HPE | NEP |
| Huawei | NEP |
| Huber+suhner AG | CCV |
| IBM | ITSP |
| Infinera | NEP |
| Infosys | ITSP |
| Inseego | NEP |
| Intel | NEP |
| Italtel | NEP |
| ITOCHU Techno-Solutions Corporation | ES |
| Juniper Networks | NEP |
| Kathrein | CCV |
| Kudelski | NEP |
| MasTec | ES |
| Mavenir | NSP |
| Metaswitch | NSP |
| Mitsubishi Electric | NEP |
| NEC Corporation | NEP |
| Net Insight | NEP |
| Netcomm | NEP |
| NetScout Systems | NSP |
| Nexans | CCV |
| Nokia | NEP |
| Openet | NSP |
| OPTIVA | NSP |
| Oracle | NSP |
| Pace plc | NEP |
| Palo Alto Networks | NEP |
| Prysmian | CCV |
| Quantenna Communications | NEP |
| Radcom | NSP |
| Radisys | NSP |
| Radware | NEP |
| Red Hat | NSP |
| Ribbon Communications | NEP |
| Ruckus Wireless | NEP |
| Samsung Electronics | NEP |
| SAP SE | NSP |
| SeaChange International, Inc. | NSP |
| Sopra Steria | ITSP |
| Spirent Communications | T&M |
| Sterlite Technologies | CCV |
| Subex | NSP |
| Sumitomo Electric | NEP |
| SYNNEX Corporation | ITSP |
| Tata Consultancy Services | ITSP |
| TE Connectivity | CCV |
| Tech Mahindra | ITSP |
| Technicolor | NEP |
| Tejas Networks | NEP |
| Transmode | NEP |
| Trigiant Group | CCV |
| Virtusa | ITSP |
| Vubiquity | ITSP |
| Westell | CCV |
| Wipro | ITSP |
| Wiwynn | NEP |
| YOFC | CCV |
| ZTE | NEP |
Visuals
