Patrick Filkins

Editor’s note: Patrick Filkins is Telecom Analyst for Technology Business Research. HAMPTON, N.H. – With company-wide restructuring and Gainspeed integration complete, Nokia’s Fixed Networks unit stands ready to address the cost and technical barriers that have stalled many of its capex-constrained customers’ fixed-line deployments and prompted a wave of M&A designed to sidestep the hurdles associated with high-cost network builds (e.g., AT&T’s acquisition of DirecTV). Nokia’s goal is to be a one-stop shop for fixed solutions, ready to address the fixed-mobile convergence many of its largest customers are preparing to tackle to introduce gigabit services. However, the reality remains...

Editor’s note: Cisco’s traditional core business of network hardware declines as its latest earnings report on Wednesday shows, but growth in a diversified portfolio of offerings such as security and collaboration are enabling growth, says Technology Business Research analyst Patrick Filkins. HAMPTON, N.H. – Organically, Cisco’s (Nasdaq: CSCO) revenue declined 1.1% year-to-year, primarily driven by lower demand for its core networking solutions. But excluding Cisco’s divested CPE {customer premisis equipment) business, revenue grew 3% year-to-year. Cisco recognizes demand for network hardware will fall over the next several years as its customers shift investment to software-mediated solutions. Combined, NGN Routing and...

Editor’s note: Now that Nokia has combined with Alcatel-Lucent, Technology Business research analyst Patrick Filkins reviews the last quarterly results for Nokia as a standalone venture and what the future holds for the recently merged communications giant. ​ Note: Be sure to read the Nokia side of the story as part of this two-part analysis of the combined Nokia Alcatel-Lucent venture. HAMPTON, N.H. – In its last stand-alone quarter, Nokia maintained high margins despite lower revenue from developed markets in 4Q15 Nokia’s results indicate the company is weathering a shift to higher sales volume in developing regions, such as...

Editor’s note: Faced with mounting pressure from competitors and customers alike, Cisco (Nasdaq: CSCO) is taking steps to evolve and reduce its reliance on network infrastructure sales, says analyst Patrick Filkins of Technology Business Research. He reviews Cisco’s latest earnings results announced Wednesday and discusses how acquisitions such as the $1.4 billion deal for Jasper are boosting its evolution. HAMPTON, N.H. – Cisco notched mixed results in 4Q15, signaling volatility will be the norm short-term. Cisco delivered revenue growth of 2% year-to-year in 4Q15 as growth from its NGN Routing, Collaboration and Security segments offset declines in Data Center...