- 经验
- 127
- 分贝
- 0
- 家园分
- 625
- 在线时间:
- 689 小时
- 最后登录:
- 2021-1-27
- 帖子:
- 120
- 精华:
- 0
- 注册时间:
- 2011-3-31
- UID:
- 652824
注册:2011-3-3120
|
Nokia close to losing major Verizon contract - Rosenblatt
Verizon (VZ -0.4%) is close to replacing Nokia (NOK -2.0%) with Samsung (OTC:SSNNF, OTC:SSNLF) for its 5G radio access network needs, according to Rosenblatt analyst Ryan Koontz.
Koontz thinks Ericsson (NASDAQ:ERIC) will maintain its roughly 50% Verizon supplier share, while Samsung "leapfrogs NOK to secure one of the largest new supplier telecom contracts in many years."
The analyst estimates the contract at $1.5B per year for five to seven years.
Koontz notes that Nokia suppliers like CommScope (COMM -4.3%) could "see setbacks in the VZ opportunity." |
|