Saturday, July 18, 2015

[Analysys Mason]: No Change in the $5.8B SDP Market Leaders

A new report by Glen Ragoonanan [pictured], Principal Analyst, and Gorkem Yigit,Research Analyst, Analysys Mason finds that "The service delivery platform market generated USD5.8 billion in revenue worldwide in 2014, up 11% from USD5.2 billion in 2013. LTE's impact on the overall service delivery platform (SDP) market increased, first in subscriber data management (SDM), then policy management (PM), followed by mobile content management and delivery (CMD), and finally, telecoms application servers (TAS) for mobile data and VoLTE services. Virtualised SDPs were being introduced in 2014.

.. the top-five SDP vendors were unchanged. Amdocs returned to the top six, thanks to a severe decline in Cisco's fixed CMD (FCMD): 
  • Ericsson retained its leadership with 9% year-on-year revenue growth – primarily in the content management and delivery (CMD) sub-segment thanks to its acquisitions of Azuki Systems, Fabrix Systems, as well as Microsoft Mediaroom, which forms part of its Media Delivery Network (MDN) solution portfolio. Its other SDP revenue grew, though slower than the overall SDP market
  • Huawei Technologies achieved the highest organic growth – 30% year-on-year – thanks to strong growth in the number of LTE subscribers in China because all three major communication service providers (CSPs) are rolling out LTE. It continued to win SDP business from other vendors in EMEA
  • Nokia Networks’ revenue only grew by 5% year-on-year, compared with 11% for the overall SDP market. It remained the SDM leader, enjoying wins worldwide. Its acquisition of Alcatel-Lucent could make it the SDP market leader
  • Alcatel-Lucent’s revenue growth declined by -7% year-on-year as it restructured and refocused on network virtualisation and VoLTE, which were not significant drivers of SDP spend in 2014
  • Oracle had low 4% year-on-year organic growth, compared with 35% inorganic growth in 2013, when it acquired Acme Packet and Tekelec
  • Amdocs’ SDP revenue growth was flat in 2014, which reduced its market share, compared with 2013. It re-entered the top-six thanks to Cisco’s decline in fixed CMD (FCMD).
See "Service delivery platforms: worldwide market shares 2014" - here.

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