Page 41 - Market Analysis Report of Optical Communications Field in China & Global market 2024

Figure 9 Market Share of Enterprises in the Global
Optical Components Field
Data source:Compiled and drawn by the Internet
Telecommunication Research Institute
In the Top 10 competitiveness enterprises in the optical
components and auxiliary equipment field of China in 2024,
Accelink, Zhongji Innolight, Eoptolink, TFC, JONHON,
HGTECH, LUSTER, O-Net, AFR, and Sunstar are ranked in
the top ten.
Overall, 2024 presents both challenges and opportunities
for industry enterprises. The rapid development of the
communication industry is forcing the industry to reshuffle,
and on the other hand, it is also driving industry enterprises to
constantly move towards "new" development. It still takes time
to verify whether enterprises can break through the encirclement
and move towards a better tomorrow in the process of industry
upgrading and transformation.
Section 3: Global operator performance
For operators, on the one hand, the traditional services based on networking
communication tend to be saturated. Although the total number of users is
still rising steadily, the growth rate has slowed down significantly, and there
is a situation that the increment has not increased revenue; On the other hand,
the emerging business represented by the intelligent number of co mputing
network is growing faster, but the proportion of the overall revenue is still low. British telecommunications company Vodafone (VOD) reports
At present, AI is becoming an important driving force leading a new round of
global scientific and technological revolution and industrial transformation.
Ⅰ.In addition to China, the world's major operators
1.Americas
AT&T
AT&T is the largest telecommunications company in the United
States, with 438 million 4G subscribers and more than 302
million 5G subscribers in North America by the end of 2023.
The company had 8.3 million wireline broadband customers,
adding 1.1 million during the year. As of January 31, 2024, the
company had 149,900 employees.
For the second quarter of 2024, AT&T reported quarterly
revenue of $29.8 billion, down 0.4% from $29.9 billion a
year earlier, due to lower business cable services revenue and
lower mobile device revenue due to lower unit sales. Operating
expenses were $24 billion compared to $23.5 billion in the prior
year period, with higher operating expenses primarily due to
higher cost of equipment and sales due to subscriber growth and
the adverse impact of foreign exchange; Operating income of
$5.8 billion, compared to $6.4 billion in the prior year period;
And net income attributable to common shareholders was $3.5
billion, compared with $4.4 billion a year earlier. Adjusted
EBITDA was $11.3 billion, compared with $11.1 billion a
year ago. Capital expenditures were $4.4 billion in the second
quarter, compared with $4.3 billion in the same period last
year, a slight increase. Free cash flow was $4.6 billion, up $400
million from the prior year.
Verizon
The telecommunications company had more than 11.5 million
broadband subscribers at the end of the second quarter of
2024, up 17.2% year-over-year; Of which 391,000 broadband
subscribers were added during the quarter, marking the eighth
consecutive quarter of net broadband subscriber additions
of more than 375,000. The number of wireless subscribers
exceeded 3.8 million, up nearly 69 percent year-over-year, with
378,000 new households added in the quarter.
Verizon Communications reported strong wireless services
revenue, broadband subscriber growth, and continued good
momentum in its three financial priorities of wireless services
revenue, consolidated adjusted EBITDA, and free cash flow
for the second quarter of 2024. In terms of specific data, the
company's total operating revenue for the second quarter of
2024 was $32.8 billion, an increase of 0.6% from the second
quarter of 2023. Consolidated net income for the second quarter
was $4.7 billion, down from consolidated net income of $4.8
billion in the second quarter of 2023, and consolidated adjusted
EBITDA was $12.3 billion, up from $12 billion in the second
quarter of 2023. Earnings per share were $1.09, compared to
$1.10 per share in the second quarter of 2023.
2.Europe
Vodafone (UK)
its first quarter results for the fiscal year 2025 to the end of June
2024. Total first-quarter revenue rose 2.8 percent to 9 billion
euros (about $1 billion), with organic services revenue growth
partially offset by unfavorable foreign exchange movements.
The slowdown in the European region, including Germany, was
mainly due to increases in inflation-linked prices in the previous
year and the phased implementation of business project work.
The Company continued to deliver strong revenue growth in
Africa and Turkey.
Deutsche Telekom
Deutsche Telekom reports second quarter and first half 2024
results. Quarterly net revenue was 28.394 billion euros (about
$31.5 billion), compared with 27.221 billion euros a year earlier.
Quarterly EBITDA profit was 11.976 billion euros, compared
with 11.077 billion euros a year earlier. Quarterly net profit was
2.088 billion euros, compared with 1.539 billion euros a year
earlier. First-half net revenue of 56.337 billion euros (about $62.5
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