Andrew Gardiner of Barclays took a detailed look at trends throughout the United States regarding the spenders and vendors in the telecom infrastructure industry. “We take a look at the most glaring disconnect from 1Q15 results, namely the dramatic decline in U.S.-driven equipment revenue,” Gardiner wrote. “The market anticipated a slower start to the year for U.S. carrier capex, but the significant double digit year over year declines in vendor revenue suggest a greater shift within operator networks as focus remains on balancing the need to support rising data traffic with optimizing network operating costs. We continue to view the wireless infrastructure end market as challenged, even more so given the material drop in revenue that vendors are experiencing post-4G deployments.” Continue reading here.
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