Page 41 - Market Analysis Report of Optical Communications Field in China & Global market 2021

Verizon
In the third quarter of 2021, Verizon, the largest U.S.
communications company, reported operating revenue of $32.9
billion, up 4.3% from the third quarter of last year, and added
129,000 broadband networks in total. Total wireless services
revenue was $17.1 billion, up 3.9% from the same period last
year. Hahns Vestberg, Chairman and CEO of Verizon, said that
Verizon had a strong third quarter and will continue to expand
its leadership in 4G LTE and 5G networks and accelerate the
devices. The 400G products of Accelink and HGTECH have deployment of 5G to customers across the country.
been delivered in batches, and the capacity of 800G products
is being promoted to the market. JONHON plans to increase Expect Verizon: Services and other revenue growth of at
by no more than 3.4 billion yuan to enrich and expand product least 2% in fiscal 2021, with total wireless service revenue
layout for its Infrastructure Industrial Park and other projects. growth of at least 3%; Adjusted earnings per share of $5 to
It is expected that driven by 5G and data economy, the market $5.15, and the adjusted effective income tax rate is between
size of optical devices and related industries will be on an 23% and 25%; Capital expenditures will range from $17.5
overall growth trend in the next few years. billion to $18.5 billion to further expand 5G ultra-broadband,

Section 3 .Global Operator Performance encrypted wireless networks in existing and new markets to
manage future traffic demand and continued deployment of the
Ⅰ. Major Global operators company's fiber infrastructure.
AT&T
In the third quarter of 2021, AT&T consolidated revenue was Telefonica SA
$39.9 billion, compared to $42.3 billion in the same period last In the second quarter of 2021, Telefonica SA's reported revenue
year, down 5.7%; Net income attributable to common stock was decline narrowed to -3.6% year on year to 9.964 billion euros.
$5.9 billion, or $0.82 per diluted share. Cash from operating Net income for the quarter hit a record high of 7.743 billion
activities for the third quarter was $9.9 billion and total capital euros. On June 1, 2021, its joint venture JV was formed and
investments (including expenditures, seller financing cash sold Telxius Towers in the United Kingdom. It is worth noting
payments and FirstNet expenses) were $5.7 billion; Free cash that Telefonica SA's first-half results have already met its 2021
flow for the quarter was $5.2 billion. AT&T's guidance for fiscal financial targets, raising revenue in 2021 while achieving its
2021 is as follows: consolidated revenue up about 1%, wireless OIBDA financial target of stable to slightly higher growth.
service revenue up 2%, stable adjusted earnings per share,
total capital investment in the $21 billion range, net capital NTT DOCOMO
expenditure of about $18 billion, free cash flow of about $26 As the largest telecom operator in Japan, NTT DOCOMO
billion, and dividend payout ratio above 50%.
recorded a total operating revenue of 1,159.6 billion yen in the
Vodafone first quarter of 2021, up 5.6% year on year compared with a
The world's largest multinational telecommunications total operating revenue of 1,098.2 billion yen in the first quarter
company, has a total group revenue of 11.101 billion euros in of last year. Revenue from its telecom business was 904.1
the first quarter of 2021, and 10.506 billion euros in the first billion yen, up 52.3 billion yen from a year earlier.
quarter of last year, with a year-on-year growth of 5.7%. The
group's services revenue grew 3.3% year on year. 5G subscriptions grew steadily to 5.35 million in the quarter,
In the quarter, Vodafone's services revenue in Germany rose making steady progress toward the year-end target of 10
1.4% to 2.872 billion euros. In the UK, 65,000 more mobile million. The total number of 5G base stations completed
customers and 29,000 more broadband subscribers were added surpassed 10,000 in June, and plans to increase the number to
as retail stores were deregulated. In Spain, services revenue 20,000 by March 31, 2022.
rose 0.8% to 925 million euros as the mobile customer base
increased by 27,000 to 1.3 million total customers. In South SK Telecom
Africa, service revenues grew year on year, but at a slower According to the earnings report of SK Telecom in the second
pace, while international markets accelerated, with M-PESA quarter of 2021, due to the continuous steady growth of all
accounting for 23.7% of total service revenues, up 4.4 business areas, the operating revenue was 4,848.3 billion
percentage points year on year. won, up 4.7% year on year, including MNO, media and S&C
revenue of 3,021.6 billion won, 997.1 billion won and 369.8
Vodafone will also continue to invest in fixed-line, mobile billion won, respectively. Year-on-year growth was 2.7 percent,
gigabit infrastructure and digital services in 2021, as well as 8.7 percent and 14.5 percent, respectively.
further efforts to reduce greenhouse gas emissions and move
women into management positions. Ⅱ. Chinese operators
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