Indian Telecom Operators Upgrading Networks, Replacing Huawei Equipment

Telecom Operators India
Telecom operators are “actively replacing Huawei networks in India,” says Gary Smith, chief executive officer at Ciena, a networking systems, services and software company. Smith said that Ciena has “certainly been the beneficiary” of the telecom operators replacing Huawei equipment from their networks. Further, the chief executive officer at Ciena said that the company has “seen this dynamic for a while” and that “it is clearly a multi-year tailwind” for Ciena. Smith said that Ciena continued to “navigate through COVID challenges” in India, with the company recording 48% year-on-year (YoY) and 26% year-to-date revenue growth in India.

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Ciena to “Take A Little While” to Deploy Orders

Ciena on Thursday announced its third-quarter financial results with the company reporting US$988.1 million (approximately Rs 7221 crores) in revenue for the period ended July 31, 2021. In comparison, Ciena in the third quarter of the previous financial year recorded US$976.7 million (approximately Rs 7137 crores) in revenues.

“India, I would say in the last sort of six months is accelerated that move and they are actively replacing Huawei networks in India and we’ve certainly been the beneficiary of that,” Smith said in the third-quarter earnings call on Thursday. “We have good order flow and good new wins in India, some of which are on the back of that.”

The chief executive officer at Ciena also said “it will take a little while” for the company to “deploy” its orders.

“These things take time, and those decisions take time, and then to execute on that,” Smith said. “It’s a big undertaking by the carriers, but it’s underway.”