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COMPANIES WE COVER
Telecom Vendor Services
Company Assessment reports from Current Analysis deliver a unique perspective on a company’s position in a market based on its strengths, weaknesses, momentum, and vision. Our industry-recognized analysts are trusted as providers of tactical, actionable competitive research. Their reports are based on analysis of news and product announcements, financial and stock market information, industry forecasts, technology developments, and their own in-depth knowledge of the industries they cover.
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KEY COMPETITORS COVERED
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Alcatel-Lucent |
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| Alcatel-Lucent formed its S3 (Software, Services and Solutions) business unit in July and its performing on revenue “par”, with margins improving due to previously implemented cost reduction plans, but more progress on both fronts is needed. (4/9/2012) |
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Aricent Group |
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| Aricent Group is the rebranding of Frog Design and Aricent to create a single brand identity for the company. With the name and logo established, the transformational portion to bring these entities together in a cohesive fashion can begin. (10/28/2011) |
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Ciena |
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| Ciena Specialist Services' offerings consistently contribute around 19.6% of revenue and gross margins in the 38% range, but it is mostly product-related limiting its available market until it can decouple the reliance on its own product sales. (4/6/2012) |
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Cisco |
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| Cisco’s service provider offering is morphing into a higher-touch, multivendor model driven by key customer demand, but the absence of publicly announced deals sheds doubt on its traction and effectiveness beyond its own kit and installed base. (4/9/2012) |
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Ericsson |
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| Ericsson’s Global Services remains its number two revenue contributor and its recent Telcordia acquisition clearly telegraphs its intention to attack this service segment for growth opportunities but OSS/BSS has always been a niche unto itself. (5/17/2012) |
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Hewlett-Packard |
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| HP’s service offerings are telecom-grade, but lacking IP products relegates it more to the IT and enterprise side of the business. However in the anticipated OSS/BSS transformation stage, it has an opportunity to compete and capture market share. (3/7/2012) |
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Huawei |
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| Huawei’s steady growth as a product-attached services player has established it as an undeniable market force. However, as the company sets its sights on loftier consulting-oriented services, competitors of all stripes need to take notice. (5/10/2011) |
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IBM |
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| IBM’s size, strength and reputation make it a preferred partner for many solutions. However, its strategic focus seems targeted for key verticals like smart planet, business analytics and cloud than specifically the telecom operators sector. (1/19/2012) |
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Motorola |
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| While Motorola’s focus on optimization is a smart strategy (and optimization is a smart niche to target), its latest asset sale to NSN is relegating the vendor to an increasingly small pond in which to fish for opportunities. (10/25/2010) |
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Nokia Siemens Networks |
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| Following the appointment of a new executive chairman, NSN announces a new strategic focus on mobile broadband and services with the goal of saving EUR 1 billion by 2013 and becoming independently sustainable. But is this the correct strategy? (12/8/2011) |
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Tech Mahindra |
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| Tech Mahindra has delivered impressive results during difficult times while simultaneously integrating with sister company Mahindra Satyam to target additional verticals but can it accomplish this without loss of momentum in either organization? (12/1/2011) |
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Tellabs |
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| As Tellabs’ product revenue has declined, its service business has remained steady, indicating that it is largely driven by previous equipment sales; if this trend continues, it will eventually impact service revenue. (11/3/2011) |
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