Huawei Analyst Summit 2017: Expanded Video Focus, and Velocity

Erik Keith – Principal Analyst, Fixed Access Infrastructure

Summary Bullets:

• Huawei’s 2017 Analyst Summit showcased the company’s clear progress in the video market on multiple levels, from the integration of video into Huawei’s strategic vision to the hiring of an ex-AT&T video marketing director as CMO for Video Products.

• While Huawei has made clear, tangible progress in the video space, there is still room for improvement, evidenced by its more acute focus on telecom/IPTV operators, at the expense of substantial opportunities with cable operators.

Huawei’s Addressable Video Markets, and Monetization: On day one of the 2017 Analyst Summit, Huawei’s keynote speakers highlighted the company’s heightened commitment to video. This includes Huawei’s segmentation of the video market into three key market segments: the $650 billion entertainment video sector, the $350 billion industry video sector and the $18 billion communication video sector. Entertainment video encompasses live and linear TV, VoD, OTT video and even user-generated content (UGC), Industry video includes telemedicine, remote education and “safe city” applications (supporting a network of public safety cameras, including HD feeds) and Communications video is video conferencing and video calls.
Read more of this post