Vendors continue to wrestle with supply chain constraints in the telecom sector. That's clear from several recent vendor earnings reports, including those issued by Dell, HPE, and Ciena in recent weeks. Telco spending, though, has surged in recent qu...read more
Telco network spending has been on the rise over the last few quarters. Vendor sales of network infrastructure to the telco vertical ("Telco NI”) totaled $55.5B in 1Q22, up 5.7% YoY. On an annualized basis, Telco NI revenues through 1Q22 were $234....read more
Telco NI's top 3 Telcos buy products & services from dozens of different vendors. Our research tracks 130. Some are relatively easy to classify into a segment, e.g. Corning, a "cabling & connectivity" vendor in our terminology. Most are mu...read more
2021 results for the 100+ vendors selling into the telco market are just about finalized. Contrasting 2021 "telco network infrastructure" (Telco NI) share with 2020, Cisco clearly came out on top, gaining 0.7% share in a market worth $231.4 billion (...read more
Growth returns to telco NI market; momentum shifts to cloud, away from Huawei Preliminary results show 2% YoY sales growth in 2Q21 Enough vendors have now reported their 2Q21 results to allow for some preliminary conclusions about the market....read more
Prediction: India-based vendors almost certain to capture less than 4% of global telco network infrastructure market in 2021 Prospects for 2021 The year 2021 is likely to see some significant shifts in vendor share in the global market for ...read more
"The COVID-19 impact is, of course, hard to assess..." With this comment, Ericsson's CEO has captured the general sentiment of the market. Many tech companies to report earnings over the last 1-2 weeks have withdrawn financial guidance. That inclu...read more
The S&P 500 Index fell 12% yesterday after a weekend full of bad news surrounding the coronavirus and its spread. This health crisis is rapidly turning into an economic crisis. A lot can happen in three weeks In a report published 3 we...read more
5G vendors report earnings The top five vendors selling 5G network infrastructure have now reported 3Q19 earnings. Nokia, Ericsson, and Samsung each reported public earnings data allowing a breakout of revenues to telcos. ZTE provided its usual in...read more
About 20% of telecom's 100 or so key vendors have now reported second quarter 2019 (2Q19) results. From these early vendor results, there are modest signs of a ramp-up in 5G-related spending. Preliminary totals indicate growth of +1.9% YoY in vend...read more