How Apple, Cisco and Huawei Disrupted the Telecom Equipment Market

Now that Alcatel-Lucent is to become part of Nokia, it’s a good time to look back and see what has happened over the last decade or so in the global telecoms equipment market. The picture that emerges is one of consolidation and divestment. Consolidation into four major players: Huawei, Cisco, Nokia and Ericsson. Divestment of […] Read more »

Track the 2015 changes in Converged Infrastructure and Integrated Systems

We are teaming up with ITCandor to provide more top-notch research on the current market and future trends for CIandIS offerings, including end-user, service provider and vendor insight, forecasts and market shares. Click here to download our flyer and discover the advantages of sponsoring these activities.. .. or contact Martin or Pim to book a […] Read more »

Huawei: Back To The Future?

Ten years ago, Siemens, Ericsson, Alcatel, Motorola, Nokia, and Lucent – to name a few – had operator, enterprise, consumer and handset divisions. Today, Siemens has sold all of its communication equipment businesses and Siemens Enterprise Communications is a joint venture of Siemens and the Gores Group. Ericsson exclusively focuses on operator customers after selling […] Read more »

The Six-Sided Telco: Rolling The Telco Dice

So let’s play! The telco die has six sides. Telco, netco, webco, servco, capco, and connectco. These sides are not just arbitrary positions. They are real business models that exploit retail and wholesale markets in the context of bundled capacity/service, unbundled capacity and unbundled service. Let’s explain. In telco terms, retail is the sale to […] Read more »