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Articles tagged with: Ovum 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: capex, 3, backhaul, seven, level-3
Optical networking market tops $4B again in 4Q '08
ovum has published its preliminary 4Q08 and full-year 2008 results for global optical equipment networking vendors, and reports that the global optical networking (ON) market topped $4 billion for the fourth time in five quarters, increasing 4% sequentially, but was down 5% versus 4Q07. Spending for the full year was up 9% over 2007 to $16.3 billion. more
Related Tags: 3g, eu, cisco, cisco, huawei, ericsson, backhaul
Nortel's bankruptcy filing enables radical change, and not just at Nortel
Opinion piece by Dana Cooperson and Matt Walker, analysts at ovum
On 14 January 2009, Nortel Networks moved beyond talk of divestiture and
speculation of bankruptcy, and filed for creditor protection in Canada and the
US, with Nortel UK entering administration separately under a filing managed by
Ernst & Young. The company reached this point after multiple management
regimes failed in their attempts to remake the company after the bursting of the
telecoms bubble. Nortel's move may result in a more balanced industry
structure for communications equipment.
more
Related Tags: ethernet, t-mobile, ptc, nokia, wimax, cisco, itu, lte, zte, mts, ericsson, verizon, tellabs, t-mobile-germany, nortel, bankruptcy, lg, ran, nortel-networks, umts, ciena
Telecoms Software Vendors Bill be Next to Feel the Heat From Huawei
Coming back from Mobile Congress World, Jessica Figueras, Practice Leader of Service Infrastructure at ovum says that the most eye-opening briefing at this year's MWC was with executives from Huawei's software division. more
Related Tags: amd, oracle, huawei, ibm, outsourcing, customer-care, compete, redknee, telcordia
Ericsson Warning May Spell Trouble for Other Vendors
LONDON (Dow Jones) -- As with Alcatel-Lucent a short month ago, Ericsson on Tuesday blamed lower spending from operators in North America and Western Europe for a profit warning, suggesting other telecommunication-equipment vendors may be in trouble. more
Related Tags: analytics, zte, nortel, gartner, sharp, cingular