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R Clark
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R Clark,
User Rank: Blogger
1/31/2014 | 10:03:38 AM
Re: Ericsson's still top
Innovation could be an interesting challenge for Huawei. Its R&D budget now has to support three lines of business. 
Ray@LR
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[email protected],
User Rank: Blogger
1/31/2014 | 4:22:20 AM
Re: Ericsson's still top
Indeed there are many ways to look at this, and each is only a guideline of relative strengths and industry clout -- to what extent, for example, should (or can!?) we extract Ericsson's revenues from the broadcast industry?

Ultimately the key thing to consider is whether a company is profitable, growing and involved in key areas of innovation, whether a $40 billion, $4 billion or $40 million turnover company. 
R Clark
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R Clark,
User Rank: Blogger
1/30/2014 | 11:28:19 PM
Ericsson's still top
Huawei is still quite a way behind Ericsson. Its guidance for 2013 FY is around $39.5bn. In the previous two years the share held by carrier, enterprise & device respectively has been stable at 73%, 5%, & 22%.

At that rate, it did around $29bn in carrier revenue in '13.

But its handset group had a massive year, with unit sales up 68%, so  likely its share of total revenue also went up. Even with the China 4G rollouts peaking this year and next, it's hard to see Huawei overtaking Ericsson in  the foreseeable.





 

 
Carol Wilson
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Carol Wilson,
User Rank: Blogger
1/30/2014 | 11:44:30 AM
Re: Global Services buffer but how long will that be enough?
I think Ericsson is counting on doing a fair amount of business helping service providers get to SDN/NFV. But then, so is Huawei. 
Sarah Thomas
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Sarah Thomas,
User Rank: Blogger
1/30/2014 | 10:45:40 AM
Re: Global Services buffer but how long will that be enough?
Just spoke with Johan Wiberg, Ericsson's small cell lead, and he reiterated how happy Ericsson is with its Q4 results. He says:

"Our core businesses are getting more and more solid in terms of profitability. We have one-time expenses related to Samsung, but put that back into the numbers, and they are extremely strong...

We feel extremely strong in our range of business and in our traditional core network business. We are investing in new areas, IP and SDN...We are really encouraged by big customers who are telling us Ericsson can be disruptive in the IP space. And SDN will restructure the networks. We are reallocating more funds in R&D to SDN."
pjbclarke
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pjbclarke,
User Rank: Lightning
1/30/2014 | 9:36:59 AM
Huawei Ericsson sales comparison
One thing to note is that Huawei's results announced so far include enterprise and handsets. Ericsson divested its handsets last year so will be interesting to compare Huawei's real telco infrastructure numbers with ericssons in a few months
Ray@LR
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[email protected],
User Rank: Blogger
1/30/2014 | 9:09:38 AM
Global Services buffer but how long will that be enough?
As we've discussed before, Ericsson does not have to rely on selling gear to make its living - the long-time commitment to supporting services has really paid off, as it has for NSN too.

So for the time being, a combo of network gear + support services is fine.

What all of the big vendors need to consider is -- when will their current portfolios be insufficient for a going concern? What will the impact of virtualization/SDN/NFV be on all their product sets and strategies - and staff.

Telco companies need people with IT smarts and they need 'data scientists' -- hiring them might be another matter. 


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