Riding the IP Wave; Can Alcatel-Lucent Do It Any Better?

Ovum, February 2011, Pages: 31

Introduction

This vendor profile report provides analysis of Alcatel-Lucent's network wireline equipment business with special focus on IP/MPLS and optical products.

Features and benefits

- Ovum is encouraged by the company's progress in tying its IP and optical product lines together into a converged end-to-end architecture.
- Ovum believes Alcatel-Lucent is uniquely positioned with 100G across IP and optics.

Highlights

Alcatel-Lucent’s focus is on its customers' business and network transformation from legacy to all-IP, through implementation of a common Layer 1-3 strategy across residential, business, and mobile architectures that has as its centerpiece an underlying IP/MPLS infrastructure.

Your key questions answered

- Alcatel-Lucent's broad product capabilities, and strong professional services capabilities, puts it in a unique position to drive sales.
- Alcatel-Lucent's financial picture is showing signs of improvement. In 3Q10, it had its first profitable quarter since 4Q09.

SUMMARY
In a nutshell
Ovum view
Investing in the right places
The right strategy and architecture
But the results are not there, yet
Key messages
MARKET POSITION
Analysis of competitive position
Alcatel-Lucent is among the largest full service infrastructure vendors
Being large is not always an advantage
Best of the rest by far
STRATEGY
Strategic objectives
Alcatel-Lucent’s next-generation networks strategy is to create a fully integrated network solution
Application Enablement
The High Leverage Network
Strategy implementation
Market strategy
Alcatel-Lucent’s focus is on business and network transformation from legacy to all IP
PRODUCTS AND SERVICES
Customer-service strategy
Alcatel-Lucent’s focus is on the network’s life cycle
Product strategy
Common Layer 1-3 strategy across residential, business, and mobile architectures
SOLUTIONS
Few can provide an integrated IPoDWDM solution as comprehensive as Alcatel-Lucent's
Mobile backhaul – let us count the ways
FINANCIAL HIGHLIGHTS
Alcatel-Lucent is struggling compared to its peers but showing improvement
Wireline equipment segment trends
IP MPLS routers is the strongest growing product segment for Alcatel-Lucent
Investment in HLN beginning to pay off
APPENDIX
Methodology
Sourced from conference calls and documents published by Alcatel-Lucent
Methodology statement
Author
Ovum Consulting
Disclaimer

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