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Articles tagged with: Level 3 and Alcatel Lucent

1Q09 results showing greater recession impact on suppliers than operators

Opinion by John Lively, vice president of Forecasting at Ovum

Two weeks into the 1Q09 earnings cycle, Ovum looked at results to date across a broad spectrum of industry participants to get a sense of how the recession is impacting the telecoms industry. Specifically, we looked at results for ten telecoms operators, seven equipment vendors, six component makers, and two contract manufacturers. The operators are all based in North America, whereas the revenues of the other companies represent global operations.  more

Related Tags: ovum, capex, 3, backhaul, seven


Europe Telecom Giants Call the Shots Again as M&A Picks Up

As the global financial crisis nears its one-year anniversary, Europe's top telecom operators are rediscovering an appetite for deals and preparing to pounce on vulnerable rivals, armed with solid balance sheets and needled by a rising threat from newcomers like Google and Apple.  more

Related Tags: google, orange, deutsche-telekom, juniper-research, megafon, teliasonera, telenor, sistema, telefonica, kpn, gartner, france-telecom, comstar, turkcell, global-crossing, ote, neuf-cegetel, hutchison, essar, chief-financial-officer, vodafone-group, hutchison-essar


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