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LTE Revenues Pour In From Mature Markets In 4Q12 - Insights from the TBR 4Q12 Telecom Vendor Benchmark
 

LTE Revenues Pour In From Mature Markets In 4Q12 - Insights from the TBR 4Q12 Telecom Vendor Benchmark

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The TBR Networking and Mobility research team recorded a webinar on Tuesday April 9, 2013,recapping vendor performance as reported in TBR's 4Q12 Telecom Vendor Benchmark. The webinar focused on how ...

The TBR Networking and Mobility research team recorded a webinar on Tuesday April 9, 2013,recapping vendor performance as reported in TBR's 4Q12 Telecom Vendor Benchmark. The webinar focused on how specific vendor, go-to-market and resource management strategies impact 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.
They answered questions covering all aspects of the market, including:

1. Which regions are currently deploying LTE or nearing LTE investment?
2. Have Nokia Siemens and Alcatel-Lucent made progress in their restructuring programs?
3. What is the state of the TIS market following a shift by some vendors to deliver higher value services?

For more information visit www.tbri.com
Follow us on twitter @TBRInc
Michael Soper @MichaelJSoper
Chris Antlitz @chrisNMP

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    LTE Revenues Pour In From Mature Markets In 4Q12 - Insights from the TBR 4Q12 Telecom Vendor Benchmark LTE Revenues Pour In From Mature Markets In 4Q12 - Insights from the TBR 4Q12 Telecom Vendor Benchmark Presentation Transcript

    • TBR’s Telecom Vendor BenchmarkResearch Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar SeriesApril 9, 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 4Q12 Research Highlights and 2013 Outlook: Webinar Presenters TBR Michael Soper Networking & Mobility Analyst Email: michael.soper@tbri.com Twitter: @MichaelJSoper Chris Antlitz Networking & Mobility Analyst Email: chris.antlitz@tbri.com Twitter: @chrisNMP2 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 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 formatTBR’s quarterly Telecom Vendor Benchmark report: TBR Telecom Vendor Benchmark Portfolio • Analysis of leading vendors in the telecom industry. • Financial modeling and TBR insights to help customers gain a better understanding of vendor business models. • Evaluation of vendor strategies in the telecom infrastructure, services, and applications markets • Breakdown of vendor performance in the Americas, EMEA, and APAC regions.3 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights and 2013 Outlook TBRKey Themes in 4Q12 • LTE offsetting the decline in legacy technology revenues • Latin America and China will drive LTE in 2013 • Huawei and ZTE building up managed services capabilities as NSN and Alcatel-Lucent reduce exposure to low-margin services4 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights: Infrastructure TBRVendors improved their margins due to seasonality and restructuring,while revenues recovered as LTE ramped up in the U.S. and parts of Asia 4Q12 REVENUE, OPERATING MARGIN & TBR YEAR-TO-YEAR REVENUE GROWTH 15.0% Huawei Year-to-Year Revenue Growth Ericsson 10.0% Cisco Samsung Juniper NSN 5.0% 0.0% HP ZTE -5.0% Alcatel-Lucent IBM Accenture -10.0% -10.0% -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% Operating Margin SOURCE: TBR AND COMPANY DATA5 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights: Infrastructure TBRDeclining demand for legacy technologies had a lesser impact on vendorinfrastructure sales due to the rise in LTE deployments in 4Q12 TBR INFRASTRUCTURE SEGMENT 4Q12 REVENUE & YEAR-TO-YEAR REVENUE GROWTH 20% Huawei Year-to-Year Revenue Growth Samsung NSN Cisco 10% Juniper 0% HP Ericsson -10% IBM ZTE -20% Alcatel-Lucent -30% $0.0 $1.0 $2.0 $3.0 $4.0 $5.0 $6.0 Revenue (in $ billions) SOURCE: TBR AND COMPANY DATA6 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights: Applications TBRLTE is helping drive growth in the applications market as operators invest inOSS, IMS and VoLTE APPLICATIONS SEGMENT 4Q12 REVENUE TBR & YEAR-TO-YEAR REVENUE GROWTH 60% Year-to-Year Revenue Growth Alcatel-Lucent 45% 30% Huawei 15% Juniper Cisco Samsung NSN IBM Ericsson 0% HP ZTE -15% 0.00 0.10 0.20 0.30 0.40 0.50 0.60 0.70 0.80 Revenue (in $ billions) SOURCE: TBR AND COMPANY DATA7 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights: Services TBREricsson is maintaining its edge as Huawei and ZTE build up their managedservices businesses and Alcatel-Lucent and NSN focus on restructuring SERVICES SEGMENT 4Q12 REVENUE TBR & YEAR-TO-YEAR REVENUE GROWTH 20% Year-to-Year Revenue Growth 15% Juniper Samsung Cisco 10% Ericsson Huawei 5% ZTE NSN 0% Alcatel-Lucent HP -5% IBM -10% Accenture $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 DATA8 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights: Americas TBRLTE deployments by Tier 1 operators in the U.S. drove revenue for mostvendors, while Latin America will be a growth driver throughout 2013 AMERICAS REGION 4Q12 REVENUE TBR & YEAR-TO-YEAR REVENUE GROWTH 40% Year-to-Year Revenue Growth 30% Juniper Huawei 20% Samsung NSN Ericsson 10% ZTE Cisco Accenture Alcatel-Lucent 0% HP IBM -10% -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 DATA9 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights: EMEA TBREuropean carriers are cutting capex outlays and delaying LTE investment,instead opting for low cost modernizations and opex reduction initiatives TBR EMEA REGION 4Q12 REVENUE & YEAR-TO-YEAR REVENUE GROWTH 10% Year-to-Year Revenue Growth 5% Samsung Huawei 0% ZTE Cisco -5% Juniper Alcatel-Lucent -10% IBM HP Ericsson -15% NSN Accenture -20% $0.0 $0.5 $1.0 $1.5 $2.0 $2.5 $3.0 $3.5 $4.0 $4.5 Revenue (in $ billions) SOURCE: TBR AND COMPANY DATA10 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights: APAC TBROperators in China cut GSM and 3G spending in advance of LTE buildouts in2013, weighing down Ericsson, Huawei, ZTE, and Alcatel-Lucent APAC REGION 4Q12 REVENUE TBR & YEAR-TO-YEAR REVENUE GROWTH 30% Year-to-Year Revenue Growth 20% NSN Cisco Huawei HP 10% Samsung Juniper 0% IBM Ericsson -10% Accenture Alcatel-Lucent ZTE -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 DATA11 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights and 2013 Outlook TBRKey Themes in 4Q12 • LTE offsetting the decline in legacy technology revenues • Latin America and China will drive LTE in 2013 • Huawei and ZTE building up managed services capabilities as NSN and Alcatel-Lucent reduce exposure to low-margin services12 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • TBR Networking & Mobility Practice Syndicated Topics 1Q13: Telecom Vendors TBRAs LTE deployments shift regions, vendors will push into the enterprisespace to expand their addressable markets in 2013 Quarterly Topics TBR Value Proposition Related Reports • Determine which vendors are the early leaders in technologies Alcatel-Lucent, such as software-defined networking and self-organizing networks. Network Function Cisco, Ericsson, Virtualization  • Evaluate vendor network function virtualization (NFV) road maps. IBM, Juniper, NSN, Samsung, ZTE • Identify which vendors are LTE leaders in revenue and contract count. Alcatel-Lucent, LTE Deployments  • Determine in which regions LTE is being deployed. Cisco, Ericsson, NSN, Samsung, ZTE • Anticipate the next regional shift of LTE revenue. • Determine which vendors are expanding their addressable markets to cater to the enterprise sector. Identify which vendors are making a strategic push into enterprise Alcatel-Lucent, Enterprise • Solutions  services, such as consulting and systems integration. Ericsson, Huawei, NSN, Samsung, ZTE • Analyze which vendors are likely to succeed and which are most likely to spread themselves too thin by catering to the enterprise. • 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 Juniper, NSN, infrastructure and services markets. Samsung, ZTE13 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • Telecom Vendor Benchmark 4Q12 Research Highlights and 2013 Outlook TBR Questions?14 TBR Quarterly Webinar Series | 4.9.13 | www.tbri.com | ©2013 Technology Business Research Inc.
    • TBR Michael Soper Chris Antlitz Networking & Mobility Networking & Mobility Analyst Analyst Email: michael.soper@tbri.com Email: chris.antlitz@tbri.com Twitter: @MichaelJSoper Twitter: @chrisNMP @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.com15 TBR Quarterly Webinar Series | 4.9.13 | 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.