Huawei Global Analyst Summit: Day One – What “PIPE” Means to Huawei

Peter Jarich
Peter Jarich

Day One of Huawei’s Global Analyst Summit almost always follows a similar trajectory. Most of the analysts are jet-lagged. Most of the presentations are very general in nature – going over company performance and speaking to the diverse background of the analysts in attendance. Most e-mail inboxes are bursting at their seams following an Internet-free day of travel to get to Shenzhen.

It’s a recipe for less than laser focus.

That’s a shame. While most analysts come to meet with Huawei in order to understand product strategies, understand product roadmaps and get their fill of steamed chicken feet, there’s value to be found in the company’s Day One presentations. The sprawling presentation (followed by Q&A) of its rotating CEO, Erik Xu, in particular was critical for understanding the company’s strategy beyond specific product portfolios. Key to that strategy is what Xu outlined as its “PIPE” strategy. Continue reading “Huawei Global Analyst Summit: Day One – What “PIPE” Means to Huawei”

Huawei Global Analyst Summit: Day One – Services in Support of Operators, Verticals and Revenues

Peter Jarich
Peter Jarich

When rotating CEO Erik Xu took time on the opening day of Huawei’s Global Analyst Summit to share his vision of where the vendor was going, a few messages were very clear. The “PIPE Strategy” would deliver the focus needed to keep Huawei from suffering under unproductive R&D sprawl. Being close to customers (consumer, enterprise, carrier) has been core to Huawei’s success and it will remain so going forward. Financial stability and success help set up Huawei to be the long-term partner operators are seeking.

Less straightforward was the message around services Huawei offers to its carrier customers and how its services portfolio fits into supporting new customer targets. To be sure, Huawei spent plenty of time talking about services and new market opportunities. Piecing these messages together, however, tells a bigger story. Continue reading “Huawei Global Analyst Summit: Day One – Services in Support of Operators, Verticals and Revenues”