Abstract
Background
This report analyzes the second quarter 2008 financial results of six OEMs within the wireless infrastructure equipment sector: Alcatel-Lucent, Ericsson, Motorola, Nokia Siemens Networks, Nortel Networks and ZTE. We have also included a non-financial update for Huawei Technologies.
A complete analysis of wireless infrastructure contract awards by OEM is available from our BTSCON series of quarterly and annual reports. In addition, a complete market share analysis and forecast of base stations (BTS) and BTS transceivers (TRx) is also available.
Second Quarter 2008 Financials
With the second quarter of 208 now over, we analyze how well the major wireless infrastructure OEMs performed.
This analysis covers the following wireless OEMs:
- Alcatel-Lucent
- Ericsson
- Motorola
- Nokia Siemens Networks
- Nortel Networks
- ZTE
Segmented Financials-Wireless Only
While both Alcatel-Lucent and Nortel Networks break out their wireless carrier infrastructure revenues, Ericsson, Motorola and Nokia Siemens Networks do not. We have made estimates for what we believe to be are the representative of their wireless-only revenues. ZTE breaks out semi annual and annual wireless carrier infrastructure revenues.
Revenues converted to USD for these six OEMs totaled USD $13.8 billion in the second quarter of 2008, up 14.5% year over year when compared with revenues of USD $12.1 billion for the second quarter of 2007. Second quarter 2008 revenues were up 9.9% sequentially from revenues of USD $12.6 billion.
Table of Contents
- MARKET RESEARCH BRIEF
- Background
- Second Quarter 2008 Financials
- Alcatel-Lucent
- Ericsson
- Huawei Technologies
- Motorola
- Nokia Siemens Networks
- Nortel Networks
- ZTE
- Bottom Line Analysis
EXHIBITS
- Exhibit 1: Second Quarter 2008 OEM Wireless Only Revenues (Millions of Dollars)
- Exhibit 2: Second Quarter 2008 vs. 2007 Wireless Only Revenues (Millions of Dollars)
- Exhibit 3: OEM Wireless Only Revenues. Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 4: Second Quarter 2008 vs. 2007 Wireless Only Revenues by OEM (Millions of Dollars)
- Exhibit 5: OEM Wireless Only Revenue Market Share, Q2 08
- Exhibit 6: First Half 2008 OEM Wireless Only Revenues (Millions of Dollars)
- Exhibit 7: Alcatel-Lucent Wireless Revenues Q2 07 - Q2 08 (Millions of Euros/Dollars)
- Exhibit 8: Ericsson Network Revenues Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 9: Ericsson Network Revenues Q2 07 - Q2 08 (SEK Million)
- Exhibit 10: Ericsson Network Revenues by Geography Q2 08 (Millions of Dollars)
- Exhibit 11: Motorola Wireless Infrastructure Revenues Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 12: Nokia Siemens Networks Revenues Q2 07 - Q2 08 (Millions of EUR/Dollars)
- Exhibit 13: Nokia Siemens Networks Wireless Revenues Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 14: Nokia Siemens Networks Revenues by Geography Q2 08 (Millions of Dollars)
- Exhibit 15: Nortel Networks Wireless Revenues Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 16: Nortel Networks Wireless Revenues CDMA vs. GSM/UMTS Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 17: Nortel Networks Wireless Revenues CDMA vs. GSM/UMTS Q2 08 (Millions of Dollars)
- Exhibit 18: ZTE Wireless Revenues Q2 07 - Q2 08 (Millions of RMB)
- Exhibit 19: ZTE Wireless Revenues Q2 07 - Q2 08 (Millions of Dollars)
- Exhibit 20: USD vs. EUR Currency Conversion Rates, Jan-Jul
- Exhibit 21: Second Quarter 2008 OEM Wireless Only Revenues, in Constant Currency (Millions)
- Exhibit 22: First Half 2008 OEM Wireless Only Revenues, in Constant Currency (Millions)
