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James_B_Crawshaw
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James_B_Crawshaw,
User Rank: Blogger
7/27/2017 | 6:43:38 PM
Telco software business comparisons
Without wishing to add to the Ericsson bashing, from an OSS/BSS perspective their 10% decline in IT & Cloud revenue in the June quarter (driven principally by a decline in their legacy OSS/BSS) was much worse than Nokia's 2% growth in Applications and Analytics (stripping out the impact of the Comptel acquisition).

Nokia's performance is similar to Amdocs and CSG both of which are growing revenue around 3%. But Ericsson's software woes are not unique. Comarch's TMT revenue fell 26% in the March quarter, Redknee's revenue fell 14% and Tecnotree's fell 7%. Meanwhile the service assurance divisions of Spirent and Viavi fell 14% and 18% in the March quarter.

All these companies are scheduled to report their June quarters in August so it remains to be seen if things will stabilize. 
mendyk
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mendyk,
User Rank: Light Sabre
7/27/2017 | 1:50:25 PM
Pinata time
This looks like a gratuitous shot at Ericsson, whose difficulties already are being amply documented on this site.


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