Telecom’s biggest vendors – 3Q19 edition
Telco NI vendor revenues fall YoY for third straight quarter, as Huawei dips again; 5G emerging slowly
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

  1. ABSTRACT – Results commentary
  2. OVERVIEW – Report objective, scope, and vendor list
  3. TELCO NI – Totals through 3Q19
  4. TOP 20 VENDORS – Printable tearsheets
  5. Single vendor snapshot
  6. 5-vendor snapshot

Figure & Charts

Partial list:

 

  • Telco NI sales by segment ($B)
  • Vendor revenues by HQ country (2013 vs. 2018)
  • Telco NI sales of top 6 vendors vs. all others, 3Q19 annualized ($B)
  • Telco vertical as % of total revenues since 2013
  • Telco NI as % of corporate revenues – Top 20 vendors
  • Telco capex and vendor NI sales to telcos, annualized ($B)
  • Telco NI vendor revenues as % of TNO capex/opex
  • 3Q19 sales to telcos by vendor type (US$M)
  • Top vendors based on annualized sales to telcos through 3Q19 ($B)
  • Top vendors based on 3Q19 sales to telcos ($B)
  • Telco NI Revs ($B, annualized)
  • Annualized share: 3Q19 vs. 2Q19
  • Telco NI Revs (3Q19)
  • Telco NI YoY Sales Growth – 3Q19
  • For the top 20 vendors in Telco NI: How did each perform in 3Q19? What is the outlook for the rest of 2019?

 

Coverage

Company Segment
3M CCV
A10 Networks NEP
Accenture plc ITSP
Accton Technology NEP
ADTRAN NEP
ADVA Optical Networking NEP
Alcatel-Lucent NEP
Allied Telesis NEP
Allot Communications NEP
Altran Technologies ITSP
Amdocs NSP
Anritsu T&M
Arista Networks NEP
ARRIS International CCV
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 NSP
Clearfield CCV
Comarch NSP
Comba Telecom NEP
CommScope Holding CCV
Commvault Systems NSP
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
Eastern Communications NEP
Ericsson NEP
EXFO Inc T&M
Extreme Networks NEP
F5 Networks NEP
Fiberhome NEP
FireEye NSP
Fortinet NEP
Fujikura CCV
Fujitsu Limited NEP
Furukawa Electric CCV
General Cable CCV
Harmonic Inc. NEP
Hengtong Optic-electric CCV
Hitachi NEP
HPE ITSP
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
Kudelski NEP
MasTec ES
Mavenir NSP
Mitsubishi Electric NEP
NEC Corporation NEP
NEC Networks & System Integration Corporation ES
Net Insight NSP
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 NSP
Red Hat NSP
Ribbon Communications NSP
Ruckus Wireless NEP
Samsung Electronics NEP
SAP SE ITSP
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
Vubiquity ITSP
Westell CCV
Wipro ITSP
Wiwynn NEP
YOFC CCV
ZTE NEP

Visuals

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