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Alex Street

Nokia - Q2 2010 - 0 views

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    NSN margin numbers 
Alex Street

FT.com / Telecoms - Nokia Siemens wins $7bn Harbinger deal - 0 views

  • SN, which is jointly owned by Finland’s Nokia and Germany’s Siemens, announced that it would strengthen its position in the US by buying most of Motorola’s network infrastructure unit for $1.2bn.Harbinger’s $7bn contract award to NSN underlines the h
  • $7bn contrac
  • ightSquared, w
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  • business model is based on securing wholesale rather than retail customers
  • 40,000 base stations that will cover 92 per cent of the US population by 2015.
  • eight-year contract w
  • Nokia Siemens Networks to build a high-speed mobile phone network in the US.
  • nfrastructure will combine an orthodox mobile network with a satellite-based phone and data service
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    design, build and maintain the new network.
Alex Street

Huawei, ZTE and Ericsson to Dominate Telecom Infrastructure Equipment Market - or not? ... - 0 views

  • Cisco has pretty much exited the telecom transmission business
  • Motorola Networks is being sold to NSN, but that’s being contested by Huawei
  • big three of Alcatel-Lucent, Nokia-Siemens and Ericsso
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  • Telecom Infrastructure Equipment Marke
  • Huawei
  • Serving 45 of the top 50 global telecom operators,
  • f you look at Alcatel Lucent or Nokia Siemens Networks, their growth rate is flat or shrinking, and even market leader Ericsson has a slow growth
  • world's leading telecom infrastructure vendor,
  • ricsson is in a better position than its European- American and Japanese rivals to resist the Chinese led onslaught, as its economies of scale give it higher sales and better profit margins.
  • hey must compete on technology, product quality and innovation.
  • ly three players- Ericsson, Huawei and ZTE- will be the only dominant telecom
  • iggest blow to Huawei (IMHO) is that they didn't win the Sprint infrastructure upgrade contract.
  • U.S. concerns about Huawei go back several years, and focus on the opacity of its books (finances are not transparent) and ownership structure (Chinese government?) 
Alex Street

Strong crown, N.America boom lift Ericsson Q2 share | Reuters - 0 views

  • Nokia Siemens Networks [NOKI.UL] and Huawei Technologies [HWT.UL] saw their market shares slip to 20 percent and 18 percent, respectively.
  • mobile network equipment
  • wireless carriers' ca
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  • 40 pct 33 pct NSN 20 pct 21 pct Huawei 18 pct 20 ct Source: Dell'Oro
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    mobile network equipment
Alex Street

Network equipment manufacturers market review - Reports - Content | Analysys Mason - 0 views

  • Alcatel-Lucent, Ericsson and Nokia Siemens Networks (NSN), which had a combined share of 65% of the market in 2008. Huawei continues to grow rapidl
  • fourth-place player
  • USD4.6 billion in 2008 and will grow at a CAGR of 3% to reach USD5.5 billion in 2013.
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  • growth will be led by NMSs for residential broadband, the market for which is forecast to grow at a 5% CAGR.
  • Mobile NMS spending will grow more slowly, at a 4% CAGR, although it will remain the largest NMS market.
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    global market for network management systems was worth USD4.6 billion in 2008 and will grow at a CAGR of 3% to reach USD5.5 billion in 2013."
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