Service: 5G and networks

Overview:

Nokia had a good fourth quarter with revenue up 16.8% YoY to $8.2 billion. Like rival Ericsson, it benefited from a one-off IPR license payment resulting in net profit surging 364% to $3.4 billion, but with all its businesses recording revenue growth. Despite also experiencing a slowdown in North America, Nokia is more bullish about its prospects in 2023.

This insight report provides an overview of Nokia's 4Q 2022 quarterly results with detailed analyst comment and viewpoint.

Table of Contents:

• Key Highlights
  • Financials
  • Revenue by Region
  • Mobile Networks
  • Network Infrastructure
  • Cloud and Network Services
  • Nokia Technologies
  • Enterprise
  • Supply Chains
• Analyst Viewpoint
  • 5G Infrastructure Outlook
  • In-House Silicon Driving Network Infrastructure
  • Benefits of Diversification
  • More Competitive Mobile Portfolio
  • Nokia's Prospects for 2023

Number of pages: 3

Published Date: February 2023

Overview:

This tracker provides an overview of the 5G Standalone (SA) market highlighting the key trends and drivers shaping the market plus details of commercial deployments by vendor and by region. In addition, the tracker details the 5G SA vendor ecosystem split into two categories: public operator and private network markets.

Table of Contents:

• Overview
• Market Update
• 5G SA Market Deployments
  • Commercial Deployment by Operators
  • Network Engagements by Region
  • Network Engagements by Deployments Status
  • Leading 5G Core Vendors
  • Mobile Core Vendor Ecosystem
  • 5G Core Vendors Market Landscape
• Outlook

Number of Pages: 20

Published Date:  January 2023

Overview:

Ericsson had a very good fourth quarter in purely revenue terms. Total revenue was up 21% YoY to $8.4 billion, its highest ever quarterly revenue, helped by favourable currency markets. However, organic growth of just 1%, boosted by a one-off IPR back-payment from Apple, masked a slowdown in the all-important RAN network business

This insight report provides an overview of Ericsson's 4Q 2022 quarterly results with detailed analyst comment and viewpoint.

Table of Contents:

• Key Highlights
  • Financials
  • Revenue by Region
  • Networks
  • Cloud Software and Services
  • Enterprise Wireless
  • IoT Accelerator
  • IPR Revenues
• Analyst Viewpoint
  • 5G Infrastructure Outlook
  • IoT Platform Sacrificed for Short-Term Gains
  • IPR: Targeting Unlicensed Vendors
  • Ericsson's Prospects for 2023

Number of Pages: 3

Published Date: January 2023

Overview:

Cellular-based private networks have existed for more than 10 years.  However, the interest in deploying these networks has surged in the past year or so as traditional operators, vendors and other players recognize opportunities to tap into the ongoing enterprise digitalization paradigm. As a result, the ecosystem is expanding rapidly as new players enter the market.

This PPT presentation provides market sizing and multi-year forecasts for the global private networks market divided by vertical, region, technology and spectrum. An overview of the business and technological challenges facing the industry is also presented as well as Counterpoint's key takeaways about the future of the private networks market.

Table of Contents:

• Overview of Study and Assumptions
• Introduction & Definitions
• Market Sizing and Forecasts
• Global Market Revenues
• Market by Verticals
  • Definition of Verticals
  • Forecast Revenues by Vertical
  • Key Drivers per Vertical
• Forecast Revenue by Regions
  • Definition of Regions
  • Forecast Revenue per Region
  • Key Drivers per Region
• Forecast Revenue by Technology
  • 4G versus 5G
• Forecast Revenue by Spectrum
  • Sub 6GHz vs Millimeter Wave
• Key Challenges
• Key Takeaways

Number of pages: 24

Published Date: December 2022

Overview: 

Samsung Networks hit the headlines at MWC in Las Vegas with news of its first major contract with a US cable operator. The Korean vendor will provide 5G connectivity for Comcast across its 600 MHz and CBRS spectrum, which will include deployment of its new Strand small cell radio, developed specifically for the cable market in conjunction with Comcast. This is another breakthrough for Samsung, following its multi-billion open RAN/vRAN contract wins with Verizon, Vodafone and more recently Dish. 

Based partly on an analyst briefing at MWC, this Vendor Report provides an overview and assessment of the Korean vendor’s mobile infrastructure strategy and the opportunities it sees globally in the 5G infrastructure market. 

Table of Contents :

• Snapshot
• Introduction
• Key Target Markets
  • Open RAN/vRAN Market
  • Cable Operators
  • Regional Operators
  • Private Networks
• Strand Small Cell Radio
• Key Cable and Regional MNO Customers
  • Comcast
  • Mediacom
  • Mercury Broadband
  • Avista Edge
  • Others
• Key Takeaways

Number of Pages: 8

Publication Date: October 2022

Overview:

The UK’s telecommunications landscape has been changing steadily over the last few years thanks to consolidation and convergence between fixed and mobile operators. This has led to the current situation where most operators offer a mix of fixed, broadband, mobile and some TV services.

This report provides actuals and outlook till 2027 on the 4G and 5G FWA subscribers and FWA-CPE unit sales. It also includes a forecast on the 4G and 5G FWA-CPE ASP in the UK. It analyses the fixed broadband market by technology and operator's (EE/BT, Three UK, Vodafone UK, among others) performance and strategies.

Table of Contents:

• UK Operators’ Strategy, Deployment and Forecast
  • UK’s Telecommunication Landscape Overview
  • UK Fixed Broadband ISPs Subscription Base
  • UK Spectrum Allocation by Carrier
  • 4G vs 5G FWA Pricing Strategy
  • EE/BT
  • Three UK
  • Vodafone UK
  • others
• UK Fixed Broadband Forecast
  • UK Fixed Broadband Overview
  • UK 5G FWA vs 4G FWA Subscription Forecast
  • UK 5G FWA by Operator Subscription Forecast
• FWA-CPE Market overview and Forecast
  • Top-selling FWA – 4G and 5G CPEs Models
  • UK CPE Shipment Forecast, 2019-2027
  • UK CPE Shipment Forecast by OEM and Operator, 2019-2027
  • 5G FWA Household CPE ASP Forecast, 2019-2027

Number of Pages: 28

Published Date: September 2022

Overview:

Australia has one national fibre network, The National Broadband Network (NBN). It is a mix of government and private-party investment, and most carriers just market and sell the service.  FTTH fibre-to-the-home penetration is still low; most of it is still fibre to the node or cabinet. FTTH is expected to increase, but the vastness of the Australian land will force it to be slow and costly. 5G FWA would certainly drive the growth of higher speed in the last-mile connection. But 5G coverage is still limited.

This report provides an outlook till 2027 on the 4G and 5G FWA subscribers by different broadband types (Cable, DSL, Fiber, 5G FWA, 4G FWA and Others). These categories are further divided by key operators or Internet Service Providers (ISP). We further focus on the FWA ecosystem and FWA CPE shipments by key technologies (5G, and 4G). It analyses the CPE ASPs based on different technologies and total FWA CPE revenue by technologies.

This report also highlights the FWA CPE shipments by key operators/ISPs and also by key CPE vendors like Technicolor, Huawei, Sagecom, Arcadyan etc.

Table of Contents:

• Assumptions
• Subscriber Forecast
• CPE Shipments By Technology & ASP
• CPE Shipments By OEM & Operator
• Definitions
• Contacts

Number of Pages: 6

Published Date: September 2022

Snapshot:
With its first FCC milestone reached last quarter, Dish announced that its 5G network comprised 5,000 cell sites at its 2Q 2022 earnings call last month The operator is expanding its network rapidly, adding around 1,000 sites per month, and plans to reach around 70% coverage by mid-2023. This will involve deploying around 15,000 cell sites.  
Key highlights during the quarter included the appointment of Samsung as a major radio supplier. Post period, Apple announced that it will include Dish’s Band 70 frequencies in its latest iPhone 14 model, a major boost for Dish The operator is now preparing for the launch of its first post-paid service, Boost Infinite.
This report provides a detailed insight of Dish’s 2Q 2022 results, highlighting key developments, together with an outlook of the company's prospects for the rest of the year.  

Table of Contents

• Snapshot
• Key Earnings Data
• Samsung: More than a Radio Vendor?
• Spectrum News
• Handset Availability
• Business Strategy Update
  • Enterprise Market
  • Post-Paid Retail
  • Fixed Wireless Access
  • re-Paid Retail
• Key Takeaways 

Number of Pages: 6
Published Date: September 2022