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TBR Telecom & mobility vendor quarterly review and outlook webinar deck
 

TBR Telecom & mobility vendor quarterly review and outlook webinar deck

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The TBR Networking and Mobility research team recorded a webinar analyzing vendor performance as reported in TBR's 3Q12 Telecom & Mobility Vendor Benchmark. The webinar focused on how specific vendor, ...

The TBR Networking and Mobility research team recorded a webinar analyzing vendor performance as reported in TBR's 3Q12 Telecom & Mobility Vendor Benchmark. The webinar focused on how specific vendor, go-to-market and resource management strategies impacted financial performance. TBR Analyst Chris Antlitz and Research Analyst Michael Soper shared their perspectives on the results in the benchmark and provided additional insight into the performance and future of the networking and mobility market. This deck is from that presentation.

They answered questions covering all aspects of the market, including:

•Infrastructure: How is the TD-LTE market developing, and what vendors are taking the lead?
•Services: How are M&A and restructuring changing the services landscape?
•Applications: How are vendors leveraging new acquisitions and alliances to improve their telecom software offerings?

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  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.
  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.
  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.
  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.
  • The framework for the client readouts will be to identify three key take aways from the report listed here. This take aways will be tied to the TBR Business Lens value proposition. Insert an appropriate image to the left of the topic bullet that correlates to the topic.

TBR Telecom & mobility vendor quarterly review and outlook webinar deck TBR Telecom & mobility vendor quarterly review and outlook webinar deck Presentation Transcript

  • TBR’s Telecom Vendor BenchmarkResearch Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar SeriesJanuary 23, 2012 TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook: Webinar Presenters TBR Chris Antlitz Networking & Mobility Analyst Email: chris.antlitz@tbri.com Twitter: @chrisNMP Michael Soper Networking & Mobility Research Analyst Email: michael.soper@tbri.com Twitter: @MichaelJSoper2 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook: Webinar Overview TBRTBR’s Telecom Vendor Benchmark reports deliver unique insight and valuethrough in-depth analysis in a concise, consumable format• TBR reports are unique for their deep, holistic analysis of leading vendors in the telecom and TBR Telecom Vendor Benchmark Portfolio mobility industries.• Financial modeling and TBR insights help customers gain a better understanding of vendor business models.• TBR’s quarterly reports and webinars are responsive to client timelines, clear and concise, and provide insights across multiple layers of a vendor’s organization.• TBR’s strategic assessment provides an impartial check on a vendor’s progress in its strategic objectives.3 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBRTelecom vendors are fleshing out their OSS/BSS and managed servicesstrategies while dealing with a flagging infrastructure marketTelecom Vendor Trends entering 2013 Infrastructure: • Declining demand for legacy technologies (GSM, CDMA) • Ramp up in LTE in North America, while Europe holds back • Increased competition for incumbents, especially in Europe Applications: • Vendors going after OSS/BSS transformation deals • Software players leveraging analytics and cloud enablement services to cater to operators Services: • Ericsson extending its market leading position • Decline in the professional services market • NSN and Alcatel-Lucent to concentrate on high-value services4 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBRDecreased demand for legacy technologies weighed on vendorinfrastructure salesTelecom Vendor Trends entering 2013 Infrastructure: • Declining demand for legacy technologies (GSM, CDMA) • Ramp up in LTE in North America, while Europe holds back • Increased competition for incumbents, especially in Europe Applications: • Vendors going after OSS/BSS transformation deals • Software players leveraging analytics and cloud enablement services to cater to operators Services: • Ericsson extending its market leading position • Decline in the professional services market • NSN and Alcatel-Lucent to concentrate on high-value services5 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 OutlookTBRRevenue growth slowed or declined for nearly all vendors as operatorsdelayed investments, especially in Europe TBR INFRASTRUCTURE SEGMENT 3Q12 REVENUE & YEAR-TO-YEAR REVENUE GROWTH 30% Year-to-Year Revenue Growth Cisco Huawei 20% NSN Samsung 10% 0% Juniper -10% HP Ericsson -20% -30% IBM Alcatel-Lucent ZTE -40% $0.0 $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 $4.0 $4.5 $5.0 Revenue (in $ billions) SOURCE: TBR AND COMPANY DATA6 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBRVendors were impacted by a lack of spending on the part of Europeanoperators Ericsson • 3Q12 Networks Revenues: • Northern Europe & Central Asia: - 38% year-to-year • Western & Central Europe: - 48% year- to-year • Mediterranean: - 11% year-to-year • Increased competition from Huawei in Europe • Leader in heterogeneous networksAlcatel-Lucent NSN• Weakened demand for wireless and optical • Taking advantage of LTE opportunity in APAC equipment • Contracts with SK Telecom, LG U+, KT,• Impacted by lower capex spend on GSM, Softbank, and KDDI CDMA • Strong reference group points to success• Wireline is showing improvement on strength when India and China launch LTE RFPs of China deals• IP expected to continue growth7 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBRNEPs focus on OSS/BSS while software vendors see analytics and cloudenablement as an opportunity to win businessTelecom Vendor Trends entering 2013 Infrastructure: • Declining demand for legacy technologies (GSM, CDMA) • Ramp up in LTE in North America, while Europe holds back • Increased competition for incumbents, especially in Europe Applications: • Vendors going after OSS/BSS transformation deals • Software players leveraging analytics and cloud enablement services to cater to operators Services: • Ericsson extending its market leading position • Decline in the professional services market • NSN and Alcatel-Lucent to concentrate on high-value services8 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBRHuawei and Ericsson leverage OSS/BSS as part of their network rolloutactivities to gain a revenue advantage over dedicated software players APPLICATIONS SEGMENT 3Q12 REVENUE TBR & YEAR-TO-YEAR REVENUE GROWTH 45% Huawei Year-to-Year Revenue Growth 30% Ericsson Cisco 15% Samsung Juniper NSN 0% HP -15% ZTE Alcatel-Lucent IBM -30% 0.00 0.10 0.20 0.30 0.40 0.50 0.60 0.70 Revenue (in $ billions) SOURCE: TBR AND COMPANY DATA9 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 OutlookTBREricsson and Huawei found success in OSS/BSS while Alcatel-Lucentpushed its CEM suite and updated its Applications Enablement strategy Key OSS/BSS Acquisitions Huawei • Focused on OSS/BSS opportunity to start 2013 Telcordia • A full-fledged CEM proposition is expected this Closed January 2012 year, but for now Huawei remains behind NSN Ericsson and Alcatel-Lucent in CEM ConceptWave • Will undercut pricing models of competitors to Closed September 2012 take share in CEM Ericsson Alcatel-Lucent • Working to fully integrate new telecom • Applications Enablement strategy received software assets updates in 3Q12 • ConceptWave provides more advanced order • Focused on pushing its Motive CXS CEM suite management and product catalog • Belgacom selected Alcatel-Lucent’s Service management solutions than previously Quality Manager acquired Telcordia10 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBRThe TIS market is fluid, with Ericsson expanding its lead and NSN andAlcatel-Lucent taking a more selective approach to contractsTelecom Vendor Trends entering 2013 Infrastructure: • Declining demand for legacy technologies (GSM, CDMA) • Ramp up in LTE in North America, while Europe holds back • Increased competition for incumbents, especially in Europe Applications: • Vendors going after OSS/BSS transformation deals • Software players leveraging analytics and cloud enablement services to cater to operators Services: • Ericsson extending its market leading position • Decline in the professional services market • NSN and Alcatel-Lucent to concentrate on high-value services11 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBREricsson pulls farther away from the pack as close competitors Alcatel-Lucent and NSN restructure SERVICES SEGMENT 3Q12 REVENUE TBR & YEAR-TO-YEAR REVENUE GROWTH 30% Year-to-Year Revenue Growth Cisco 20% Juniper Huawei Ericsson Samsung 10% ZTE Alcatel-Lucent 0% HP IBM -10% NSN Accenture -20% $0.0 $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 $4.0 Revenue (in $ billions) SOURCE: TBR AND COMPANY DATA12 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBRRestructuring is causing NSN and Alcatel-Lucent to focus on winning high-value services contracts in regions that yield higher margins NSN • Slower growth due to focus on higher-margin Priority Markets Identified as opportunities as part of restructuring Part of Restructuring • NSN is focused on providing high-value Alcatel-Lucent NSN services rather than managed or maintenance services contracts China Japan EMEA South Korea Alcatel-Lucent • Low deployment activity as company secured North America United States fewer LTE contracts than competitors such as Ericsson, Huawei, and NSN • Similar to NSN, Alcatel-Lucent will Overview of Ericsson’s 3Q12 Global concentrate on high-value services, such as Services Segment consulting Contract Type 3Q12 3Q11 Ericsson New managed • Protecting its install base from Huawei and 6 8 services contracts ZTE, particularly in Europe, is a key strategy Expansions or • Entering modernization and transformation extensions of 5 6 contracts existing contracts • Leverages its status as end-to-end services Consulting & systems 3 4 leader integration contracts13 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBRTelecom vendors are fleshing out their OSS/BSS and managed servicesstrategies while dealing with a flagging infrastructure marketTelecom Vendor Trends entering 2013 Infrastructure: • Declining demand for legacy technologies (GSM, CDMA) • Ramp up in LTE in North America, while Europe holds back • Increased competition for incumbents, especially in Europe Applications: • Vendors going after OSS/BSS transformation deals • Software players leveraging analytics and cloud enablement services to cater to operators Services: • Ericsson extending its market leading position • Decline in the professional services market • NSN and Alcatel-Lucent to concentrate on high-value services14 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • TBR Networking & Mobility Practice Syndicated Topics 4Q12: Telecom Vendors TBRVendors are investing in customer experience management, small cellsand high-value services to drive growth Quarterly Topics TBR Value Proposition Related Reports Customer • Determine which services and software (e.g., OSS/BSS, analytics) telecom infrastructure vendors are including in their CEM solutions. Alcatel-Lucent, Experience Management  • Evaluate how vendors are leveraging partnerships with analytics Ericsson, HP, and software players to differentiate CEM offerings. Huawei, NSN (CEM) • Identify which vendors are technology leaders. • Determine in which regions small cells are in highest demand. Alcatel-Lucent, Wi-Fi/Small Cells  Cisco, Ericsson, • Evaluate how vendors are integrating Wi-Fi with small-cell products Huawei, NSN (i.e., acquiring the technology, high R&D investment). • Anticipate the next services boom following heavy deployment activity in India, the U.S. and Europe. • Identify which vendors are making a strategic push into high-value Accenture, Alcatel- Services  services, such as consulting and systems integration. Lucent, Ericsson, Huawei, HP, NSN • Determine to what extent low-cost telecom infrastructure players are gaining traction in services-only deals. • Track developments in vendor M&As, identifying which players Alcatel-Lucent, need to acquire to enhance their portfolios or enter new markets. Cisco, Ericsson, Consolidation  • Analyze the impact of operator consolidation on the telecom Huawei, Juniper, infrastructure and services markets. NSN15 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • Telecom Vendor Benchmark 3Q12 Research Highlights and 2013 Outlook TBR Questions?16 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • TBR Chris Antlitz Michael Soper Networking & Mobility Networking & Mobility Analyst Research Analyst Email: chris.antlitz@tbri.com Email: michael.soper@tbri.com Twitter: @chrisNMP Twitter: @MichaelJSoper @TBRinc www.slideshare.net/TBR_Market_Insight www.youtube.com/user/TBRIChannel For further information, please contact: Kate Price James McIlroy Director, Networking & Mobility Practice Vice President, Sales kate.price@tbri.com mcilroy@tbri.com17 TBR Quarterly Webinar Series | 1.23.12 | www.tbri.com | ©2013 Technology Business Research Inc.
  • About TBR Contact Us Technology Business Research (TBR) is a leading independent technology 1.603.929.1166 market research and consulting firm specializing in the business and financial analyses of hardware, software, networking equipment, wireless, portal and info@tbri.com professional services vendors. www.tbri.com 11 Merrill Drive Serving a global clientele, TBR provides timely and accurate market research Hampton, NH 03842 and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information USA needs on an inquiry or proprietary consulting basis. TBR has been empowering corporate decision makers since 1996. To learn how our analysts can address your unique business needs, please visit our website or contact us today. TBR T E C H N O L O G Y B U S I N E S S R ES E AR C H , I N C .This report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. TechnologyBusiness Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is notand should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This reportis copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.