Warning: Microwave Backhaul Vendor Shakeup Ahead

Ed Gubbins
Ed Gubbins
  • Microwave backhaul vendors continue to struggle against intense competition
  • They are combating this pressure by adding value to their solutions in various ways
  • Consolidation, if it comes, could affect those value propositions – a concern for operators

Hearing insider reports yesterday of a round of layoffs at one of the microwave backhaul vendor specialists was another reminder of how challenging that space has been in recent quarters, something we’ve examined in our analysis of the sector. A harsh competitive environment and notoriously fierce pricing pressure has left equipment vendors wondering how their competitors could be making any money. A glance at top-line trends (see chart) suggests that they aren’t. Continue reading “Warning: Microwave Backhaul Vendor Shakeup Ahead”