Analysts at Citi are attending the Mobile World Congress this week. Here’s what they had to say about some of the companies that presented at the event.
Nuage Networks
Of Nuage’s 16 data center deployments, about half ride over Cisco Systems Inc CSCO 0.1% switches, and half ride over Arista Networks Inc ANET 2.76% switches. CEO Sunil Khedekar believes that Nuage beats competitors because of its superior automation and pricing structure.
Juniper
Juniper Networks Inc JNPR 0.26% CEO Rami Rahim explained that he believes that “some level of recovery” in carrier spending in the second half of 2015 is reasonable to expect. However, he noted that he has yet to see any changes in carrier spending plans following the recent FCC net neutrality decision.
Rahim sees the overall routing market continuing to grow at mid-single digit rates, making it difficult for Juniper to outgrow the market given its high market share of up to 30 percent.
Ericsson
Ericsson ERIC 0.39% North American head Peter Linder believes that the company’s entry point into the IP routing market is happening as speeds to the cell site are increasing, requiring new back-haul architecture.
“Given Ericsson’s vast RAN footprint, and new cell site routers that fit into its base station architectures already, this type of change could provide an interesting competitive advantage for Ericsson as cell site bandwidth grows and begins to rival wireline POPs,” analysts explained.
Stock Ratings
In the report, Citi included a Buy rating for Alcatel-Lucent ALU 0.52% stock, and Neutral ratings for the stocks of Juniper Networks and Ericsson.
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