Europe

Ericsson Capital Markets Day/ Part 2

by Chris DePuy
November 12, 2020August 30, 2021

Ericsson Capital Markets Day Part Two: Networks summary: When asked how it took market share (North American has 53% share 2Q20, up 5% vs 2018), management pointed to having made more significant R&D investments in radio than competitors. It cited Dynamic spectrum Sharing and its cost-efficient radio-related ASICs as examples… Read More »Ericsson Capital Markets Day/ Part 2

2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe

by Chris DePuy
August 8, 2019August 30, 2021

Huawei had record European revenue in 2Q19 for the Ethernet Switch market. Both Data Center Switching and Campus Switching showed strong performance in Europe in the quarter despite the ongoing trade war. On an overall basis, Huawei’s Ethernet Switch results were flat Y/Y. China results for the company were down… Read More »2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe

Europe

Ericsson Capital Markets Day/ Part 2

2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe

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