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市場調査レポート
世界におけるワイヤレスOEMの決算報告：2009年第2四半期
Global Wireless OEM Financial Results Q2 2009 "Under the Radar" Research Series
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Abstract
This report presents a financial analysis of the recently completed second
quarter of 2009 for the following wireless OEMs:
- Alcatel-Lucent
- Ericsson
- Motorola
- Nokia Siemens Networks
- Nortel Networks
- ZTE
Table of Contents
- MARKET RESEARCH BRIEF
- Background
- Second Quarter 2009 Financials
- Alcatel-Lucent
- Ericsson
- Motorola
- Nokia Siemens Networks (NSN)
- Nortel Networks
- ZTE
- Bottom Line Analysis
TABLES
- Table 1: Alcatel-Lucent Debt Analysis
- Table 2: Alcatel-Lucent Debt Maturity Analysis, 2009-2014+
- Table 3: Ericsson Restructuring Charges by Function, Q108-Q209 (SEK
Billions)
- Table 4: Ericsson Restructuring Charges by Segment, Q108-Q209 (SEK
Billions)
- Table 5: Ericsson Notes and Bonds Maturity Analysis
- Table 6: Motorola Cash Analysis, Q308 - Q209
- Table 7: ZTE Operating Segment Analysis
- Table 8: ZTE Short/Long Term Liability Analysis
EXHIBITS
- Exhibit 1: Second Quarter 2009 OEM Wireless Only Revenues (Millions of
Dollars)
- Exhibit 2: Second Quarter 2009 vs. 2008 Wireless Only Revenues (Millions
of Dollars)
- Exhibit 3: OEM Wireless Only Revenues. Q2 08 - Q2 09 (Millions of Dollars)
- Exhibit 4: Second Quarter 2009 vs. 2008 Wireless Only Revenues by OEM
(Millions of Dollars)
- Exhibit 5: OEM Wireless Only Revenue Market Share, Q2 09
- Exhibit 6: First Half 2009 OEM Wireless Only Revenues (Millions of Dollars)
- Exhibit 7: First Half 2009 vs. 2008 Wireless Only Revenues by OEM
(Millions of Dollars)
- Exhibit 8: Alcatel-Lucent Wireless Revenues Q2 08 - Q2 09 (Millions of
Euros/Dollars)
- Exhibit 9: Ericsson Notes and Bonds Maturity Analysis, 2010-2017
- Exhibit 10: Ericsson Network Revenues Q2 08 - Q2 09 (Millions of Dollars)
- Exhibit 11: Ericsson Network Revenues Q2 08 - Q2 09 (SEK Millions)
- Exhibit 12: Ericsson Network Revenues by Geography Q2 09 (Millions of
Dollars)
- Exhibit 13: Ericsson Networks EBITDA/Operating Income Q2 08 - Q2 09 (SEK
Millions)
- Exhibit 14: Ericsson Networks EBITDA/Operating Margins Q2 08 - Q2 09
- Exhibit 15: Motorola Factored Accounts Receivables, Q108 - Q209
- Exhibit 16: Motorola Wireless Infrastructure Revenues Q2 08 - Q2 09
(Millions of Dollars)
- Exhibit 17: Nokia Siemens Networks Revenues Q2 08 - Q2 09 (Millions of
EUR/Dollars)
- Exhibit 18: Nokia Siemens Networks Wireless Revenues Q2 08 - Q2 09
(Millions of Dollars)
- Exhibit 19: Nokia Siemens Networks Revenues by Geography Q2 09 (Millions
of Dollars)
- Exhibit 20: Nokia Siemens Networks China Revenues Q2 08 - Q2 09 (Millions
of Dollars)
- Exhibit 21: Nokia Siemens Networks Gross Margin Model Q2 08 - Q2 09
- Exhibit 22: Nokia Siemens Networks Operating Margin Model Q2 08 - Q2 09
- Exhibit 23: Nortel Networks Wireless Revenues Q2 08 - Q2 09 (Millions of
Dollars)
- Exhibit 24: Nortel Networks Wireless Revenues CDMA vs. GSM/UMTS Q2 08 -
Q2 09 (Millions of Dollars)
- Exhibit 25: Nortel Networks Wireless Revenues CDMA vs. GSM/UMTS Q2 09
(Millions of Dollars)
- Exhibit 26: ZTE Wireless Revenues Q2 08 - Q2 09 (Millions of RMB)
- Exhibit 27: ZTE Wireless Revenues Q2 08 - Q2 09 (Millions of Dollars)
- Exhibit 28: ZTE Overall Gross Margin Model Q2 08 - Q2 09
- Exhibit 29: USD vs. EUR Currency Conversion Rates, Jan 08-Jun 09
- Exhibit 30: Second Quarter 2009 OEM Wireless Only Revenues, in Constant
Currency (Millions)
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