Telecom’s biggest vendors: 2Q19 edition
Telco spending climate weakens again as "Telco NI" vendor revenues fall 1.2% YoY; supply chain shifts underway but Huawei's 22.1% annualized share still leads market, followed by Ericsson, Nokia, Cisco, and ZTE
By Matt Walker
By Matt Walker
Objective
The goal of this report series is to equip telecom industry decision-makers with a comprehensive view of spending trends and vendor market power in their industry. To do this we assess technology vendors’ revenues in the telecom vertical, across a wide range of company types and technology segments.
- Table of Contents
- Figures & Charts
- Coverage
- Visuals
Table of Contents
- ABSTRACT – Results commentary
- OVERVIEW – Report objective, scope and vendor list
- TELCO NI – Totals through 2Q19
- TELCO NI – Segment results through 2Q19
- TOP 20 VENDORS – Printable tearsheets
- CHARTS – Single vendor snapshot
- CHARTS – 5 vendor comparisons
- ABOUT – MTN Consulting and report methodology
Figures & Charts
Partial list:
- Vendor sales to telcos by company type ($B)
- Vendor revenues by HQ country (2018)
- Top 5 vendors account for over 55% of Telco NI (2Q19 annualized, $B)
- Telco vertical as % of total revenues since 2013
- Telcos as % of revenues for top 5 vendors in each segment (2Q19)
- LIST OF 113 VENDORS INCLUDED
- Telco capex and vendor NI sales to telcos, annualized ($B)
- Telco NI vendor revenues as % of TNO capex/opex
- Annualized sales to telcos by vendor type (US$M)Last six quarters of YoY % sales growth, by vendor type
- Top vendors based on annualized sales to telcos through 2Q19 ($B)
- Top vendors based on 2Q19 sales to telcos ($B)
- Telco NI Revs ($B, annualized)
- Telco NI as % of corporate revenues
- Annualized share: 2Q19 vs. 2Q18
- Telco NI Revs (2Q19)
- Telco NI YoY Sales Growth – 2Q19
- For the top 20 vendors in Telco NI: How did each perform in 2Q19? What is the outlook for the rest of 2019?
- BIGGEST CHANGES IN MARKET SHARE, 2Q19 vs. 2Q18
Coverage
| Company | Segment |
| A10 Networks | NEP |
| Accenture plc | ITSP |
| Accton Technology | NEP |
| ADTRAN | NEP |
| ADVA Optical Networking | NEP |
| Alcatel-Lucent | NEP |
| Allied Telesis | NEP |
| Allot Communications | ITSP |
| Amdocs | ITSP |
| Anritsu | CCV |
| Arista Networks | NEP |
| ARRIS International | NEP |
| Atos Origin | ITSP |
| Avaya | NEP |
| Aviat Networks | NEP |
| Beijing Xinwei | NEP |
| Broadcom Limited | NEP |
| BroadSoft, Inc. | ITSP |
| Brocade Communications Systems, Inc. | NEP |
| CA Technologies | ITSP |
| Calix | NEP |
| Capgemini | ITSP |
| Casa Systems | NEP |
| Ceragon Networks | NEP |
| Check Point Software | ITSP |
| Ciena Corporation | NEP |
| Cisco Systems | NEP |
| Citrix Systems | ITSP |
| Clearfield | CCV |
| Comba Telecom | NEP |
| CommScope Holding | CCV |
| Commvault Systems | ITSP |
| Comptel | ITSP |
| Comtech Telecommunications Corp. | NEP |
| Convergys | ITSP |
| Coriant | NEP |
| Corning | CCV |
| CSG | ITSP |
| Cyan | NEP |
Contact us for a complete list.
Visuals
