Networks and services cannot be divorced from the vendors that help to make them a reality. The Vendor Transformation posts look to ways in which network infrastructure suppliers are competing or otherwise evolving themselves – for good or bad.
In light of the U.S. Department of Commerce’s April 15, 2018 activation of the denial order suspending ZTE’s export privileges for seven years, and ZTE’s May 9, 2018 announcement that it has ceased major operating activities, GlobalData has adjusted all its ZTE Company Assessment and Product Assessment rankings to ‘Vulnerable.’
If and when ZTE is able to return to normal operations, we will update these reports and ratings accordingly. However, if the U.S. Department of Commerce does not reverse its ruling, ZTE’s ability to continue as a going concern will be jeopardized.
The ongoing, existential threat to ZTE from the stiff sanctions imposed by the U.S. Department of Commerce last month has required GlobalData to revise its product and company rankings across the board to our lowest rating of ‘Vulnerable.’ The revisions affect ZTE assessments across all of our coverage areas, including Mobile Access, Fixed Multimedia Access, Transport & Routing, IP Services Infrastructure, Service Enablement Ecosystem, and Support & Operation Services. In total, we rank ZTE hardware, software, and services offerings in 20 categories. Continue reading “ZTE’s Forced ‘Hibernation’ Prompts Changes in GlobalData Coverage”→
The U.S. Department of Commerce delivered a stunning blow to Chinese telecoms vendor ZTE, activating a seven-year ban on U.S. firms from exporting any products to the Chinese company.
The decision – and possible Chinese countermeasures – could have major repercussions for a number of U.S. companies, highlighting the complex and highly interdependent nature of today’s telecommunications networks.
On December 5-6, Amdocs held an Industry Analyst Summit to provide an update on its product portfolio, corporate strategy, innovation efforts, and customer attraction across its business lines.
One constant across the product and business line updates is an expectation that telecom networks and services will continue to get increasingly complicated – and that Amdocs will benefit by addressing that complexity and educating its customers.
Amdocs is a fixture in telecom networking and service enablement. It’s not surprising, then, that across our telecom networks research, assessments on the vendor and its positioning are plentiful, including:
• KPN is taking a leadership position in driving its vendor community toward more sustainable practices. Other operators are likely reviewing KPN’s “Circular Manifesto” as a template for how they should revise their own sustainability initiatives.
• Telecom technology and software vendors are increasingly being pushed by their key operator customers to commit to adopt manufacturing and production practices that rely on reusable or recyclable components, as well as renewable energy sources.
Revenue was down year-to-year for Ericsson, Nokia, Cisco and even ZTE, which had carried positive growth for H1 2017. But, vendors are generally doing a good job driving out costs in order to increase profitability.
On their face, Ericsson’s Q3 2017 results reflected a company facing multiple challenges and a lengthy road to recovery. However, there were signs of light indicating that the fundamental business may return to solid footing once painful restructuring initiatives are completed.
This week, ZTE announced 5G network testing trials in Europe with Wind Tre and Orange, building on previous high-profile work with Telefonica and Telenet.
Financial stability when compared with its European vendor counterparts could explain the success, but the story goes much deeper, including the right 5G strategy and targeted marketing.
This week, ZTE announced its Q3 2017 earnings. For the most part, the results weren’t too surprising. Revenues for the first nine months of 2017 were up (though down in Q3 2017 compared to 2016). Profits were up significantly. The company did not report on the geographic makeup of its revenues, but if they resembled the vendor’s mid-year results, it’s safe to assume that China continues to the biggest contributor to ZTE’s sales; it was ~60% of mid-year revenues and the most profitable of the reported regions. Continue reading “ZTE’s European Success: What’s the Story?”→
Ongoing questions around CBRS priority access license (PAL) terms suggest that licenses won’t likely be available until a year from now.
Without priority access, CBRS will still roll out; many use cases don’t require it. However, the sooner PAL terms are decided on and licenses auctioned, the better it will be for driving the industry forward.