Telecom’s biggest vendors – 1Q20 edition
Telco NI vendor revenues decline by over 4% on YoY basis in 1Q20 as industry reels from global COVID-19 pandemic
By Matt Walker
By Matt Walker
MTN Consulting has now finalized its analysis of vendor sales of network infrastructure (NI) products and services to the telco sector for the quarter ended March 2020 (1Q20). This market, which we term “Telco NI,” amounted to $49.5 billion in vendor revenues for 1Q20, down 4.3% year-over-year (YoY) from 1Q19. This decline is similar to the 4.7% decline recorded in 4Q19. Our Telco NI analysis tracks 124 vendors in total, from 1Q13 through 1Q20.
- Table of Contents
- Figure & Charts
- Coverage
- Visuals
Table of Contents
- ABSTRACT – Results commentary
- INTRODUCTION
- 1Q20 Telco NI Market Results
- TOP 25 VENDORS – Printable tearsheets
- CHARTS – Single vendor snapshot
- CHARTS – 5 vendor comparisons
- DATA – revenue estimates by company
- ABOUT – MTN Consulting and report methodology
Figure & Charts
Partial list:
- Telco NI vendor revenues, annualized (US$B)
- Telco NI revenues by company type in 2019 (total: $213B)
- Telco NI as share of total company revenues for top 25 vendors
- Telco NI as % of corporate revenues by company type
- Telco NI/Total
- Annualized Telco NI revenues vs. Capex and Opex (ex-D&A)
- Correlation between Telco NI revenues and Capex/Opex ex-D&A
- Telco NI sales of top 6 vendors vs. all others, 1Q20
- Telco NI vendor revenues, YoY % growth in single quarter
- Top 25 vendors based on Telco NI revenues in 1Q20 ($B)
- Top 25 vendors based on annualized Telco NI revenues through 1Q20 ($B)
- Telco NI market share changes, 1Q20 v. 1Q19
- Top 25 vendors based on 1Q20 YoY revenue growth rate in Telco NI
- Top 25 vendors: results highlights and growth outlook
- Telco NI – Services segment revenues in 1Q20: Top 25 vendors (US$B)
- Network Services as % of Telco NI vendor revenues, 1Q18, 1Q19, and 1Q20
- Telco NI vendor revenues by company type, 2013-1Q20 (US$B)
- Telco NI revenues by company type: YoY % change
- Telco NI vendor revenues by company HQ (US$B)
- Top vendors by company type
Coverage
| Company | Segment |
| 3M | CCV |
| A10 Networks | NEP |
| Accenture plc | ITSP |
| Accton Technology | NEP |
| ADTRAN | NEP |
| ADVA Optical Networking | NEP |
| Affirmed Networks | NSP |
| Alcatel-Lucent | NEP |
| Allied Telesis | NEP |
| Allot Communications | NEP |
| Altran Technologies | ITSP |
| Amdocs | ITSP |
| Anritsu | T&M |
| Arista Networks | NEP |
| ARRIS International | CCV |
| AsiaInfo Technologies | NSP |
| Atos Origin | ITSP |
| Audiocodes | NSP |
| Avaya | ITSP |
| Aviat Networks | NEP |
| Beijing Xinwei | NEP |
| Broadcom Limited | NEP |
| BroadSoft, Inc. | NSP |
| Brocade Communications Systems, Inc. | NEP |
| CA Technologies | NSP |
| Calix | NEP |
| Capgemini | ITSP |
| Casa Systems | NEP |
| Ceragon Networks | NEP |
| Check Point Software | NSP |
| China Communications Services Corporation Limited | ES |
| Ciena Corporation | NEP |
| Cisco Systems | NEP |
| Citrix Systems | ITSP |
| Clearfield | CCV |
| Comarch | ITSP |
| Comba Telecom | NEP |
| CommScope Holding | CCV |
| Commvault Systems | ITSP |
| Comptel | NSP |
| Convergys | ITSP |
| Coriant | NEP |
| Corning | CCV |
| CSG | NSP |
| Cyan | NSP |
| DASAN Zhone | NEP |
| Datang Telecom Technology | NEP |
| Dell Technologies | NSP |
| DragonWave Inc. | NEP |
| DXC Technology (aka CSC) | ITSP |
| DyCom Industries | ES |
| ECI Telecom | NEP |
| Ericsson | NEP |
| EXFO Inc | T&M |
| Extreme Networks | NEP |
| F5 Networks | ITSP |
| Fiberhome | NEP |
| FireEye | NSP |
| Fortinet | ITSP |
| Fujikura | CCV |
| Fujitsu Limited | NEP |
| Furukawa Electric | CCV |
| General Cable | CCV |
| Harmonic Inc. | NEP |
| HCL Technologies | ITSP |
| Hengtong Optic-electric | CCV |
| Hitachi | NEP |
| HPE | NEP |
| Huawei | NEP |
| Huber+suhner AG | CCV |
| IBM | ITSP |
| Infinera | NEP |
| Infosys | ITSP |
| Inseego | NEP |
| Intel | NEP |
| Italtel | NEP |
| ITOCHU Techno-Solutions Corporation | ES |
| Juniper Networks | NEP |
| Kathrein | CCV |
| Kudelski | NEP |
| MasTec | ES |
| Mavenir | NSP |
| Metaswitch | NSP |
| Mitsubishi Electric | NEP |
| NEC Corporation | NEP |
| Net Insight | NEP |
| Netcomm | NEP |
| NetScout Systems | NSP |
| Nexans | CCV |
| Nokia | NEP |
| OPTIVA | NSP |
| Oracle | NSP |
| Pace plc | NEP |
| Palo Alto Networks | NEP |
| Prysmian | CCV |
| Quantenna Communications | NEP |
| Radcom | NSP |
| Radisys | NSP |
| Radware | NEP |
| Red Hat | NSP |
| Ribbon Communications | NEP |
| Ruckus Wireless | NEP |
| Samsung Electronics | NEP |
| SAP SE | NSP |
| SeaChange International, Inc. | NSP |
| Sopra Steria | ITSP |
| Spirent Communications | T&M |
| Sterlite Technologies | CCV |
| Subex | NSP |
| SYNNEX Corporation | ITSP |
| Tata Consultancy Services | ITSP |
| TE Connectivity | CCV |
| Tech Mahindra | ITSP |
| Technicolor | NEP |
| Tejas Networks | NEP |
| Transmode | NEP |
| Trigiant Group | CCV |
| Virtusa | ITSP |
| Vubiquity | ITSP |
| Westell | CCV |
| Wipro | ITSP |
| Wiwynn | NEP |
| YOFC | CCV |
| ZTE | NEP |
Visuals
