Is Growth Slowing at Huawei?

AsiaBlog Ray Le Maistre, Editor-in-Chief 4/29/2011

9:15 AM -- SHANGHAI -- Huawei Technologies Co. Ltd. gathered industry analysts from all over the world here in Shanghai this week to deliver its latest strategy and product development updates. (See Huawei Aims for $100B Annual Revenues and Huawei's Enterprise Vision Gets Cloudy.)

Heavy Reading Senior Analyst Sterling Perrin was at Huawei's shindig, and, when asked about his key takeaway thoughts from the vendor's presentations, he noted that the Chinese vendor's growth prospects for 2011 came as a surprise, as he explains below.

— Ray Le Maistre, International Managing Editor, Light Reading

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Pete Baldwin 12/5/2012 | 5:06:20 PM

re: Is Growth Slowing at Huawei?

My first guess would be that Huawei is running out of easy new markets for its telecom stuff. (I'm thinking of "markets" mainly in terms of countries.) Extra incentive to develop an enterprise business.

 

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Galileo 12/5/2012 | 5:06:16 PM

re: Is Growth Slowing at Huawei?

I wonder how much the huge manpower recruiting they've been doing in the US has affected their numbers.

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Pete Baldwin 12/5/2012 | 5:06:14 PM

re: Is Growth Slowing at Huawei?

Galileo: Good point. It could have a noticeable effect on profits, because of who they're hiring (a lot of older, experienced folks, from the sound of it) and where (Silicon Valley - it's not like they're hiring 1 million here, but maintaining and populating that campus won't be optimally cheap.)

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