COVID-19 Impact on Telecom Infrastructure Equipment – Thematic Research

The COVID-19 outbreak is now travelling around the world, leaving a trail of destruction in its wake. This report discusses the impact of the virus on leading companies in the telecom infrastructure equipment sector.

Scope

This report analyzes the impact of COVID-19 on the global telecom infrastructure equipment sector.

It identifies those companies that may benefit from the impact of COVID-19 over a 12-month period, as well as those companies that will lose out.

It includes a thematic screen, that ranks the leading companies in this sector on the basis of overall leadership in the 10 themes that matter most to their industry, including COVID-19. This generates a leading indicator of future performance.

Key Highlights

At the time of writing, the global lockdown has had minimal impact on the telecom infrastructure supply chain, with major suppliers like Ericsson, Nokia, Cisco, Huawei, and ZTE able to access technology components. However, there is a risk that the COVID-19 crisis will affect the ability of these companies to both acquire manufacturing materials and deliver finished goods.

Reasons to buy

COVID-19 is by far the most significant theme to affect the technology industry in 2020. It is effectively a stress test on companies’ ability to cope with extreme shocks. COVID-19 will test the financial robustness of companies. Many companies will not survive this initial phase. Almost all others will suffer a significant drop in revenues. This report will help you understand the impact of COVID-19 on the telecom infrastructure equipment sector and identify which types of companies could potentially benefit from the impact of COVID-19, as well as those businesses that are set to lose out.

Companies mentioned

Nokia

Cisco

Lumentum

Acacia Comms

Ciena

Ericsson

Finisar

Juniper Networks

Infinera

Huawei

Samsung Electronics

Ubiquiti Networks

Applied Optoelectronics

Macom

Adtran

Telit

Viavi

Spirent

ZTE

Sterlite

InterDigital

Fujitsu

Table of Contents

COVID-19 is Now a Major Theme for 2020

COVID-19 Impact on Telecom Infrastructure Equipment

Telecom Infrastructure Equipment Sector Scorecard

Thematic Briefing

Appendix: Our Thematic Research Methodology

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