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”