Huawei continues to lose share of booming global telecoms equipment market
Telecoms analyst firm Dell’Oro has published its Q1 21 numbers for the overall equipment market and they show Ericsson and Nokia continuing to close the gap with Huawei.
Telecoms.com
Q1 2021
Singtel sells broad range of assets as earnings plummet
Singtel distracted the industry from a weak set of full-year results with the publication of a new strategy that includes the planned sale of a broad swathe of infrastructure assets.
Xiaomi confirms US reprieve as revenue rockets
It’s a good day for China’s Xiaomi, which has confirmed reports that it is no longer blacklisted in the US and shared first-quarter numbers that show pretty stellar growth.
OpenRAN spend increased 5x in Q1 2021, driven by APAC – Dell’Oro
OpenRAN mania is officially underway, it seems, with spending on OpenRAN compatible kit and software going through the roof in the first quarter of his year.
Iliad delays Italy fixed-line launch
Iliad is upbeat about its progress in Italy, but nonetheless is delaying the launch of its planned fixed-line service in the market.
Vodafone hikes capex for connectivity and new growth platforms
Vodafone spooked the market on Tuesday with the announcement that it will hike spending levels in the coming year.
Rakuten Mobile eyes ‘tremendous profitability’ ahead
The cost of building out a new mobile operation from scratch was all too evident in Rakuten Mobile’s first quarter results, but the company is unconcerned.
Telefónica generates cash in Q1, but spends it on spectrum
Telefónica’s first quarter results were all about flat earnings, cash generation and debt-reduction, which is as good a performance as the Spanish telco could have hoped for.
BT numbers disappoint but the future looks promising
UK operator group BT saw its revenues decline by 7% in full year 2020, but there are signs that it’s headed in the right direction.
Telenor swings to Q1 loss on Myanmar write-off
Norwegian incumbent Telenor has been left reeling by the military coup in Myanmar, which has forced it to completely write off the value of its operation there.
AWS accounted for a third of $42 billion cloud market in Q1 2021
All the US tech giants had a spectacular quarter, but Amazon’s continuing dominance of the booming public cloud market sets it apart.
Nokia revenues grow 9% as network infrastructure bet finally starts to pay off
Finnish kit vendor Nokia started 2021 with a bang, driven by a 28% increase in revenues from its network infrastructure business.
Smartphone nightmare drives Huawei revenues down 16.5%
Chinese tech giant Huawei has continued its recent trend of relative transparency by revealing a steep decline in Q1 revenues due to the US-imposed struggles of its consumer business.
Chinese smartphone rivals replace Huawei in Europe
Huawei’s European smartphone shipments fell off a cliff in Q1 2021, according to Counterpoint, but its compatriots more than filled the void.
5G boosts results in US… for towercos, not telcos
The biggest takeaway from Q1 reporting season is that in this, the 5G rollout phase, the impetus remains with the tower providers rather than the mobile operators themselves.
Orange mulls its Spanish predicament
Orange posted a fairly solid set of first-quarter results on Thursday, all things considered, but it was hard not to notice the fly in the ointment that is its Spanish operation.
Ericsson heralds strong 5G momentum after another healthy quarter
Swedish kit vendor Ericsson just keeps delivering solid numbers as its investments in 5G R&D seem to be paying off.
Global smartphone shipments jump 24% in Q1 2021
Strategy Analytics was the first out of the blocks with its global smartphone numbers this quarter and it reveals a significant rebound from last year’s challenges.
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