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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
  •  
    design, build and maintain the new network.
Stephe Taylor

Siemens outlines case for 'Operator as an app' | Videonet - 0 views

  • ‘Operator as an app’
  • Over-The-Top Swipe
  • ability to ‘swipe’ content from one screen to another
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  • Siemens can support over 100 client devices today, including more than 20 tablets and 10 connected TV sets
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

In-Stat - LTE & Cellular Infrastructure Catalog - 0 views

  • LTE Infrastructure Rankings, by Vendor, by Mobile Operator or Service Provider, 2009-2015
  • Cellular Contracts, Deployments, and Subscriptions
  • cellular wireless technologies being deployed
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  • data by bandwidth, technology
  • data on contract awards for upcoming networks and new network deployments
  • targeted views by country, service provider, and infrastructure vendor
  • Five-year subscriptions forecasts by wireless technology
  • Contract awards and deployments by wireless technology
  • $3,495 U.S. Dollars
  • LTE RAN infrastructure CAPEX for macro base stations, re-purposed base stations, IP Packet Backhaul, and the Evolved Packet Core
  • Identify which cellular infrastructure vendor has won,
  • which operators are likely to deploy commercial LTE services first.
  • Infrastructure vendors covered include: Ericsson, Huawei, Nokia Siemens, Alcatel-Lucent, ZTE, Samsung, NEC, Cisco, Juniper, and Tellabs.
  • Macro Base Station Deployments by Technology and 23 Countries, 2010–2014
Alex Street

Nokia - Q2 2010 - 0 views

  •  
    NSN margin numbers 
Alex Street

Smartphone users demand best voice and data quality - and are at the highest risk for c... - 0 views

  • Smartphone users
  • ghest risk for churn
  • price is becoming less critical as a churn trigger
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  • mobile broadband and smartphones have recently taken off, customer loyalty is lowest
  • Close to 40% of smartphone and data card users likely to churn within a yea
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
  •  
    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.
  •  
    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."
Alex Street

Shrinking of mobile gear market slows in Q3: Dell'Oro | Reuters - 0 views

  • Ericsson saw its share of the market rising slightly from a previous quarter to 33.7 percent
  • Nokia Siemens' market share slipped to 19.8 percent, while Huawei was able to hold on to its 20.6 percent stake of the market,
  • Alcatel-Lucent saw its market share rising to 16.2
Alex Street

China's Huawei: Margins, Market Share and Cisco's Router Business - Seeking Alpha - 0 views

  • Huawei also competes with Ericsson, Nokia (NOK) and Siemens
  • Huawei is currently the second largest telecom equipment supplier globally with a share of 20% as of Q3 2009, an increase from the 11% share in Q4 2008
  • global core router market share from nearly 11% in 2008 to about 12% in 2009
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