Telecom’s biggest vendors: 2Q19 edition

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

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

  • 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

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