Telecom's Biggest Vendors 2023 - Vendor Power Shift: Top Three Telco NI Giants Face New Challenges

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Dec 18, 2023, 20:30 ET

DUBLIN, Dec. 18, 2023 /PRNewswire/ -- The "Telecom's Biggest Vendors - 2Q23 Edition" report has been added to ResearchAndMarkets.com's offering.

This groundbreaking report delivers a panoramic view of telecom vendor market power and spending trends within the telco network infrastructure, or "Telco NI", guiding industry leaders towards informed decisions.

Key Findings Unveiled in the Report

Telco NI Market Braces for Change:

Detailed assessment of 134 Telco NI vendors over the 1Q13-2Q23 period, spotlighting revenue and market share estimates.
Notable observations on the shift in vendor landscape due to acquisitions, such as ADVA's integration into Adtran, retaining historical sales data.

Telco Spending Under Scrutiny:

Insights into the tightening purse strings of telcos, reflected in negative capex growth over recent quarters.
Analysis of the capex surge in 2022, its subsequent decline, and the factors impacting capital intensity.

Vendor Revenue Insights:

Deep-dive into the significant 8.0% and 4.2% YoY declines in Telco NI revenues for the single quarter and annualized periods in 2Q23 respectively.
Examination of the steepest quarterly decline recorded in the past decade, altering the trajectory of Telco NI revenues.

Huawei's Struggles Amid Market Dynamics:

Huawei's persistent dominance in the Telco NI market despite three years of challenges stemming from global restrictions.
Exploring Huawei's strategic moves, including domestic market focus in China and significant wins in key global accounts.

Key Takeaways:

Unveiling the top 10 vendors' dynamics and their strategic positioning in the Telco NI market.
Significant YoY revenue growth and decline among prominent vendors, shaping market movements.
Insights into supply chain improvements, funding initiatives, and sustainability goals influencing telco and vendor strategies.

Key Topics Covered:

Abstract - Results commentary
Telco NI Market - Latest Results
Top 25 Vendors - Printable tearsheets
Charts - Single vendor snapshot
Charts - 5 vendor comparisons
R&D spending by vendors
Raw Data - revenue estimates by company

Partial List of Figures

Annualized Telco NI vendor revenues ($B) vs. YoY growth in annualized sales
YoY growth in annualized Telco NI market, with and without Huawei figures
All vendors, YoY growth in single quarter sales
Telco NI vendor revenues by company type, TTM basis (US$B)
Telco NI revenues by company type: YoY % change
Telco NI revenue split: Services vs. HW/SW
Telco NI sales of top 10 vendors vs. all others, 2Q23 TTM (annualized)
Top 25 vendors based on annualized Telco NI revenues through 2Q23 ($B)
Top 25 vendors based on Telco NI revenues in 2Q23 ($B)
Key vendors' annualized share of Telco NI market
Telco NI market share changes, 2Q23 TTM vs. 2Q22 TTM
Telco NI annualized revenue changes, 2Q23 vs. 2Q22
YoY growth in Telco NI revenues (2Q23)
Top 25 vendors in Telco NI Hardware/Software: Annualized 2Q23 Revenues (US$B)
Top 25 vendors in Telco NI Services: Annualized 2Q23 Revenues (US$B)
R&D spending as a percent of revenues for key telco-focused vendors (2Q21-2Q23)

Companies Mentioned

3M
A10 Networks
Accenture plc
Accton Technology
ADTRAN
ADVA Optical Networking
Affirmed Networks
Airspan
Akamai
Alcatel-Lucent
Allied Telesis
Allot Communications
Alphabet
Altran Technologies
Amazon
Amdocs
Amphenol
Anritsu T&M
Arista Networks
ARRIS International
AsiaInfo Technologies
Atos Origin
Audiocodes
Avaya
Aviat Networks
Beijing Xinwei
Broadcom Limited
BroadSoft, Inc.
Brocade Communications Systems, Inc.
CA Technologies
Calix
Capgemini
Casa Systems
Ceragon Networks
Check Point Software
Ciena Corporation
Cisco Systems
Citrix Systems
Clearfield
Comarch
Comba Telecom
Comptel
Coriant
Corning
CSG
Cyan
DASAN Zhone
Datang Telecom Technology
Dell Technologies
DragonWave Inc.
DyCom Industries
Dynatrace
ECI Telecom
Ericsson
EXFO Inc
Extreme Networks
F5 Networks
Fiberhome
Fortinet
Fujikura
Fujitsu Limited
Furukawa Electric
General Cable
Harmonic Inc.
HCL Technologies
Hitachi
HPE
Huawei
IBM
Infinera
Infosys
Inseego
Intel
Italtel
ITOCHU Techno-Solutions Corporation
Juniper Networks
Kathrein
Kudelski
Kyndryl Holdings
Lenovo
MasTec
Mavenir
Metaswitch
Microsoft
Mitsubishi Electric
NEC Corporation
Net Insight
Netcomm
NetScout Systems
Nexans
Nokia
Nutanix
Openet
OPTIVA
Oracle
Pace plc
Palo Alto Networks
Prysmian
Radcom
Radisys
Radware
Rakuten Group
Red Hat
Ribbon Communications
Ruckus Wireless
Samsung Electronics
SAP SE
SeaChange International, Inc.
Sopra Steria
Spirent Communications T&M
Sterlite Technologies
Subex
Sumitomo Electric
Tata Consultancy Services
TE Connectivity
Tech Mahindra
Technicolor
Tejas Networks
Transmode
Trigiant Group
Ubiquiti
VMWare
Vubiquity
Westell
Wipro
Wiwynn
YOFC
ZTE

For more information about this report visit https://www.researchandmarkets.com/r/h6qlnx

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