Right on the heels of a tough Q1 earnings report, Alcatel-Lucent (NYSE: ALU) is being sued by El Instituto Costarricense de Electricidad (ICE), Costa Rica's telecommunications and electricity provider, which alleges that Alcatel-Lucent directed bribery and civil racketeering out of Miami, Fla.
The suit is connected to Alcatel-Lucent's bribing of Costa Rican government officials to secure telecom contracts with ICE. If ICE wins, they could receive three times the amount of its damages.
Alcatel-Lucent has owned up to the bribery charges. The vendor crafted an agreement with U.S. Securities and Exchange Commission by admitting it violated the U.S. Foreign Corrupt Practices Act and agreed to pay criminal fines and disgorge $137 million in profits to avoid criminal prosecution and SEC enforcement action in connection with actions in Costa Rica and other countries.
"Alcatel Lucent's unlawful conduct significantly impacted ICE and affected Costa Rica's telecommunications system, and has caused a tremendous amount of damage to both the company and the system," said ICE's executive director, Don Pedro Pablo Quieros in a release. "Alcatel Lucent acted criminally, tried to take advantage of ICE and Costa Rica, and although it has taken a step in the right direction by admitting its criminal behavior, it must pay for the significant damages it has caused to ICE."
Read more: http://www.fiercetelecom.com/story/alcatel-lucent-faces-bribery-lawsuit/2010-05-10#ixzz0nfmrSHil
2010年5月11日 星期二
Alcatel-Lucent's Net Loss Widens
By MAX COLCHESTER
Telecommunications-equipment maker Alcatel-Lucent SA posted a net loss in the first quarter, saying Thursday that a shortage of electronic components meant it couldn't fulfill some orders.
The Paris-based company, which has recorded a quarterly profit only twice since its creation in 2006, said its net loss widened to €515 million ($660.3 million) in the three months ended March 31, compared with a loss of €402 million a year earlier.
Revenue fell 9.8% to €3.25 billion from €3.6 billion, as the company lacked key components, such as microchips, to manufacture some of its products. Revenue was down 18% from the fourth quarter of 2009.
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Reuters
CEO Ben Verwaayen expects Alcatel-Lucent to post a second-half profit.
"In the first quarter, we failed to take the demand and translate it into sales," Alcatel-Lucent Chief Executive Ben Verwaayen said in an interview.
Mr. Verwaayen said the company was in talks with parts makers to address the supply issue. The Alcatel-Lucent CEO said the company has signed a series of large orders, notably in the U.S., and forecast that the company will make a profit in the second half of 2010. The company is set to turn its first-ever full-year profit in 2011, he added.
Mr. Verwaayen said he was confident that the popularity of data-hungry devices, such as smartphones, will force telecommunications operators to invest in improving their networks in the coming years. As proof of this market trend, he cited an order which Alcatel-Lucent booked in February to supply AT&T Inc. with advanced wireless-network equipment.
This boom in demand has yet to be felt across the world.
Alcatel-Lucent's first-quarter loss underscore the challenges that European telecommunication equipment makers face as Asian rivals, such as China's Huawei Technologies Co. Ltd and ZTE Corp., are now able to provide similar products at much cheaper prices.
Alcatel-Lucent's revenue fell 18% in the Asia-Pacific region to €531 million in the quarter.
Analysts said Alcatel-Lucent finds itself in a delicate position because the technological lead it had over competitors has been eroded. "There is no easy solution to the problem," said Vincent Rech, an analyst at Société Générale. "Alcatel-Lucent must either develop a ground breaking technology or eventually merge with a competitor."
Shares of Alcatel-Lucent fell 6.24% to €2.12, in contrast with a rising Paris stock market.
Telecommunications-equipment maker Alcatel-Lucent SA posted a net loss in the first quarter, saying Thursday that a shortage of electronic components meant it couldn't fulfill some orders.
The Paris-based company, which has recorded a quarterly profit only twice since its creation in 2006, said its net loss widened to €515 million ($660.3 million) in the three months ended March 31, compared with a loss of €402 million a year earlier.
Revenue fell 9.8% to €3.25 billion from €3.6 billion, as the company lacked key components, such as microchips, to manufacture some of its products. Revenue was down 18% from the fourth quarter of 2009.
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Reuters
CEO Ben Verwaayen expects Alcatel-Lucent to post a second-half profit.
"In the first quarter, we failed to take the demand and translate it into sales," Alcatel-Lucent Chief Executive Ben Verwaayen said in an interview.
Mr. Verwaayen said the company was in talks with parts makers to address the supply issue. The Alcatel-Lucent CEO said the company has signed a series of large orders, notably in the U.S., and forecast that the company will make a profit in the second half of 2010. The company is set to turn its first-ever full-year profit in 2011, he added.
Mr. Verwaayen said he was confident that the popularity of data-hungry devices, such as smartphones, will force telecommunications operators to invest in improving their networks in the coming years. As proof of this market trend, he cited an order which Alcatel-Lucent booked in February to supply AT&T Inc. with advanced wireless-network equipment.
This boom in demand has yet to be felt across the world.
Alcatel-Lucent's first-quarter loss underscore the challenges that European telecommunication equipment makers face as Asian rivals, such as China's Huawei Technologies Co. Ltd and ZTE Corp., are now able to provide similar products at much cheaper prices.
Alcatel-Lucent's revenue fell 18% in the Asia-Pacific region to €531 million in the quarter.
Analysts said Alcatel-Lucent finds itself in a delicate position because the technological lead it had over competitors has been eroded. "There is no easy solution to the problem," said Vincent Rech, an analyst at Société Générale. "Alcatel-Lucent must either develop a ground breaking technology or eventually merge with a competitor."
Shares of Alcatel-Lucent fell 6.24% to €2.12, in contrast with a rising Paris stock market.
Alcatel-Lucent Plunges as Quarter’s Loss Is Double Estimates
May 6 (Bloomberg) -- Alcatel-Lucent SA, France’s largest telecommunications equipment maker, tumbled the most in three months after posting a net loss in the first quarter of more than double what analysts had estimated.
The shares plunged more than 11 percent in Paris trading after the company said parts shortages contributed to the widening of its net loss to 515 million euros ($660 million) from 402 million euros in the year-earlier period. Analysts had predicted a loss of 244.4 million euros, the average of 11 estimates compiled by Bloomberg.
“The numbers were extremely disappointing, although there was a positive tone from management,” Pierre Ferragu, an analyst at Sanford Bernstein in London, said by phone. “The market is reacting to the numbers, not the comments.”
Alcatel has lost money in all but two quarters since 2006, when Alcatel SA bought Lucent Technologies Inc. Its woes are mirrored at other European equipment vendors, which face price competition from companies including China’s Huawei Technologies Co. Last month Nokia Siemens Networks, the joint venture between Nokia Oyj and Siemens AG, increased planned job cuts in Finland, citing market conditions.
Alcatel’s shares had their biggest intraday drop since Feb. 11, the day it cut margin targets for this year. The shares fell 7.3 percent to 2.09 euros as of 9:22 a.m. in Paris, giving the company a market value of 4.86 billion euros.
“We were not able to fully satisfy customer demand for our products due to tightening components availability,” Chief Executive Officer Ben Verwaayen said in an e-mailed statement. “This resulted in a weak financial performance this quarter, which does not reflect the overall underlying momentum.”
Outlook
The company reiterated its 2010 outlook, and said it would benefit from “booming data traffic and the need to increase network efficiency.” In the latest quarter, Paris-based Alcatel said in the statement that sales fell 9.8 percent to 3.25 billion euros.
Verwaayen is banking on demand for upgraded mobile-phone networks to revive the company’s fortunes. Mobile-phone operators including AT&T Inc. and Verizon Communications Inc. are trying to build networks that can more easily handle demand from data-hungry devices such as Apple Inc.’s iPhone.
Supply problems are “an industry wide issue,” Verwaayen said on a conference call with reporters. Shortages are most acute for “components of a more general nature, for which we compete, to be honest, with the car industry and consumer electronics,” both of which are recovering from the recession, he said.
Verwaayen and Chief Financial Officer Paul Tufano declined to name suppliers whose parts are in short supply.
Cost Cuts
Revenue in North America was stable at about 1.11 billion euros, while the Asia-Pacific region slid 18.2 percent to 531 million euros. European sales fell 8.3 percent to 1.15 billion euros.
Verwaayen has targeted asset sales and cost cuts to return Alcatel to sustained profit. Last May, the company sold its 20.8 percent stake in aerospace equipment supplier Thales SA to Dassault Aviation SA for 1.57 billion euros. Alcatel-Lucent was created by the 2006 merger of Alcatel SA and Lucent Technologies Inc.
--Editors: Vidya Root, Simon Thiel
The shares plunged more than 11 percent in Paris trading after the company said parts shortages contributed to the widening of its net loss to 515 million euros ($660 million) from 402 million euros in the year-earlier period. Analysts had predicted a loss of 244.4 million euros, the average of 11 estimates compiled by Bloomberg.
“The numbers were extremely disappointing, although there was a positive tone from management,” Pierre Ferragu, an analyst at Sanford Bernstein in London, said by phone. “The market is reacting to the numbers, not the comments.”
Alcatel has lost money in all but two quarters since 2006, when Alcatel SA bought Lucent Technologies Inc. Its woes are mirrored at other European equipment vendors, which face price competition from companies including China’s Huawei Technologies Co. Last month Nokia Siemens Networks, the joint venture between Nokia Oyj and Siemens AG, increased planned job cuts in Finland, citing market conditions.
Alcatel’s shares had their biggest intraday drop since Feb. 11, the day it cut margin targets for this year. The shares fell 7.3 percent to 2.09 euros as of 9:22 a.m. in Paris, giving the company a market value of 4.86 billion euros.
“We were not able to fully satisfy customer demand for our products due to tightening components availability,” Chief Executive Officer Ben Verwaayen said in an e-mailed statement. “This resulted in a weak financial performance this quarter, which does not reflect the overall underlying momentum.”
Outlook
The company reiterated its 2010 outlook, and said it would benefit from “booming data traffic and the need to increase network efficiency.” In the latest quarter, Paris-based Alcatel said in the statement that sales fell 9.8 percent to 3.25 billion euros.
Verwaayen is banking on demand for upgraded mobile-phone networks to revive the company’s fortunes. Mobile-phone operators including AT&T Inc. and Verizon Communications Inc. are trying to build networks that can more easily handle demand from data-hungry devices such as Apple Inc.’s iPhone.
Supply problems are “an industry wide issue,” Verwaayen said on a conference call with reporters. Shortages are most acute for “components of a more general nature, for which we compete, to be honest, with the car industry and consumer electronics,” both of which are recovering from the recession, he said.
Verwaayen and Chief Financial Officer Paul Tufano declined to name suppliers whose parts are in short supply.
Cost Cuts
Revenue in North America was stable at about 1.11 billion euros, while the Asia-Pacific region slid 18.2 percent to 531 million euros. European sales fell 8.3 percent to 1.15 billion euros.
Verwaayen has targeted asset sales and cost cuts to return Alcatel to sustained profit. Last May, the company sold its 20.8 percent stake in aerospace equipment supplier Thales SA to Dassault Aviation SA for 1.57 billion euros. Alcatel-Lucent was created by the 2006 merger of Alcatel SA and Lucent Technologies Inc.
--Editors: Vidya Root, Simon Thiel
Alcatel CEO Verwaayen’s Credibility Tested by Losses
By Matthew Campbell
May 7 (Bloomberg) -- Ben Verwaayen took over as Alcatel- Lucent SA Chief Executive Officer in 2008 with a promise to turn the unprofitable telecommunications equipment maker around. Now, his credibility is being tested.
The Paris-based company yesterday posted a first-quarter loss that was more than double what analysts had estimated, bringing the total deficit since Alcatel-Lucent’s creation in 2006 to 9.78 billion euros ($12.4 billion). Verwaayen was optimistic about the company’s outlook, saying the second quarter would be stronger and reiterating targets for 2010 margins. Some analysts remain skeptical.
“The problem is, the level of trust in those sorts of comments is going down,” said Pierre Ferragu, an analyst at Sanford Bernstein in London.
The 58-year-old former CEO of BT Group Plc blamed the larger-than-estimated loss on component shortages, and said the dearth of parts is an indication of rising demand in the global economy. That failed to bolster Alcatel shares, which tumbled 6.5 percent yesterday and fell another 6.3 percent today to 1.98 euros.
Since Verwaayen was appointed in September 2008, Alcatel shares have lost more than half their value, eroding market value by 5.03 billion euros. In the same period, Swedish rival Ericsson AB’s shares have risen about 3.8 percent.
‘Normal Company’
Alcatel’s first-quarter loss of 515 million euros -- more than double the average of estimates from analysts of 244.4 million euros -- means the company has lost money in every quarter except two since 2006, when Alcatel SA bought Lucent Technologies. Verwaayen maintains that the company remains on course for his three-year turnaround plan.
The “aspiration to be at the end of 2011 a normal company is absolutely still there,” he said yesterday.
During Verwaayen’s time as head of BT, profit almost doubled, going from 995 million pounds ($1.49 billion) in 2002, the year he took over, to 1.74 billion pounds in 2008.
He cut about 5,000 jobs a year at London-based BT to counter falling sales from land-line voice calls and increased competition in broadband services.
The challenges he faces at Alcatel are very different.
Different Challenge
“He came into a situation with a very low bar to cross,” said Jason Willey, an analyst at Standard & Poor’s Equity Research in London. Still, “I’m not sure there was that much belief he was going to get exactly where he said in that timeframe.”
The French company and its European rivals Ericsson and Nokia Siemens Networks are confronting the rapid emergence of competition from Chinese companies including Huawei Technologies Co. and ZTE Corp.
Ericsson, the world’s largest wireless equipment supplier, on April 23 posted a 27 percent drop in first-quarter profit. Like Alcatel, the company said it had difficulties sourcing basic parts such as semiconductors. Nokia Siemens Networks reported an operating loss of 226 million euros, reversing a profit in the previous quarter.
Profit in 2009 at closely held Huawei, China’s biggest maker of phone equipment, more than doubled to 18.3 billion yuan ($2.7 billion), the company said in March. ZTE first-quarter profit rose 40 percent to 109.9 million yuan.
Competitive Landscape
The Chinese companies have made the competitive landscape tougher, Willey said.
“Huawei and ZTE have the ability to operate and compete in a different manner,” he said. “For the European players, it’s even more competitive than it was.”
Huawei has been aggressive in winning business from some of the world’s biggest mobile operators, including China Unicom, Telstra Corp, and Vodafone Group Plc. The Shenzhen, China-based manufacturer is also targeting a “breakthrough” in the U.S., Western Europe vice-president Tim Watkins said last year.
Competition in the equipment industry claimed a notable casualty in 2009 when Mississauga, Canada-based Nortel Networks Corp. filed for bankruptcy protection after reduced spending by telecom operators and price competition.
European suppliers including Alcatel, Ericsson, and Nokia Siemens Networks must continue to invest in innovation while also cutting costs in order to keep ahead of emerging-market competitors, said Patrik Karrberg, a researcher in the London School of Economics’ Information Systems and Innovation Group.
Boost Investment
For emerging-market companies, “it’s easy to catch up because you can copy your way to a certain point,” he said. However, “there will be a point where they will have caught up and then have to invest in R&D.”
Verwaayen is betting that surging demand for data-hungry devices like Apple Inc.’s iPhone will drive investments in the higher-end network infrastructure the Paris-based company provides.
It has scored some notable successes. It’s supplying so- called fourth generation wireless technology to AT&T Inc. and Verizon Communications Inc., the two largest U.S. mobile operators, and rebuilding emergency-service communication networks for the German government.
Alcatel may benefit more than other European equipment suppliers from the U.S. network upgrades because of its presence in North America through Lucent, said Mirko Maier, an analyst at Landesbank Baden-Wuerttemberg in Stuttgart.
Uphill Task
Still, after yesterday’s results, the company faces an uphill struggle to meet its stated target of reaching an adjusted operating margin between 1 percent and 5 percent this year, he said.
Some investors are not willing to wait.
“I thought the company would get its act together,” said Ulf Moritzen, who helps manage about 1 billion euros at Hamburg- based Aramea Asset Management, which sold its Alcatel shares late last year. “Alcatel lost a little of the pace. We decided to focus more on companies with a clearer outlook for growth.”
May 7 (Bloomberg) -- Ben Verwaayen took over as Alcatel- Lucent SA Chief Executive Officer in 2008 with a promise to turn the unprofitable telecommunications equipment maker around. Now, his credibility is being tested.
The Paris-based company yesterday posted a first-quarter loss that was more than double what analysts had estimated, bringing the total deficit since Alcatel-Lucent’s creation in 2006 to 9.78 billion euros ($12.4 billion). Verwaayen was optimistic about the company’s outlook, saying the second quarter would be stronger and reiterating targets for 2010 margins. Some analysts remain skeptical.
“The problem is, the level of trust in those sorts of comments is going down,” said Pierre Ferragu, an analyst at Sanford Bernstein in London.
The 58-year-old former CEO of BT Group Plc blamed the larger-than-estimated loss on component shortages, and said the dearth of parts is an indication of rising demand in the global economy. That failed to bolster Alcatel shares, which tumbled 6.5 percent yesterday and fell another 6.3 percent today to 1.98 euros.
Since Verwaayen was appointed in September 2008, Alcatel shares have lost more than half their value, eroding market value by 5.03 billion euros. In the same period, Swedish rival Ericsson AB’s shares have risen about 3.8 percent.
‘Normal Company’
Alcatel’s first-quarter loss of 515 million euros -- more than double the average of estimates from analysts of 244.4 million euros -- means the company has lost money in every quarter except two since 2006, when Alcatel SA bought Lucent Technologies. Verwaayen maintains that the company remains on course for his three-year turnaround plan.
The “aspiration to be at the end of 2011 a normal company is absolutely still there,” he said yesterday.
During Verwaayen’s time as head of BT, profit almost doubled, going from 995 million pounds ($1.49 billion) in 2002, the year he took over, to 1.74 billion pounds in 2008.
He cut about 5,000 jobs a year at London-based BT to counter falling sales from land-line voice calls and increased competition in broadband services.
The challenges he faces at Alcatel are very different.
Different Challenge
“He came into a situation with a very low bar to cross,” said Jason Willey, an analyst at Standard & Poor’s Equity Research in London. Still, “I’m not sure there was that much belief he was going to get exactly where he said in that timeframe.”
The French company and its European rivals Ericsson and Nokia Siemens Networks are confronting the rapid emergence of competition from Chinese companies including Huawei Technologies Co. and ZTE Corp.
Ericsson, the world’s largest wireless equipment supplier, on April 23 posted a 27 percent drop in first-quarter profit. Like Alcatel, the company said it had difficulties sourcing basic parts such as semiconductors. Nokia Siemens Networks reported an operating loss of 226 million euros, reversing a profit in the previous quarter.
Profit in 2009 at closely held Huawei, China’s biggest maker of phone equipment, more than doubled to 18.3 billion yuan ($2.7 billion), the company said in March. ZTE first-quarter profit rose 40 percent to 109.9 million yuan.
Competitive Landscape
The Chinese companies have made the competitive landscape tougher, Willey said.
“Huawei and ZTE have the ability to operate and compete in a different manner,” he said. “For the European players, it’s even more competitive than it was.”
Huawei has been aggressive in winning business from some of the world’s biggest mobile operators, including China Unicom, Telstra Corp, and Vodafone Group Plc. The Shenzhen, China-based manufacturer is also targeting a “breakthrough” in the U.S., Western Europe vice-president Tim Watkins said last year.
Competition in the equipment industry claimed a notable casualty in 2009 when Mississauga, Canada-based Nortel Networks Corp. filed for bankruptcy protection after reduced spending by telecom operators and price competition.
European suppliers including Alcatel, Ericsson, and Nokia Siemens Networks must continue to invest in innovation while also cutting costs in order to keep ahead of emerging-market competitors, said Patrik Karrberg, a researcher in the London School of Economics’ Information Systems and Innovation Group.
Boost Investment
For emerging-market companies, “it’s easy to catch up because you can copy your way to a certain point,” he said. However, “there will be a point where they will have caught up and then have to invest in R&D.”
Verwaayen is betting that surging demand for data-hungry devices like Apple Inc.’s iPhone will drive investments in the higher-end network infrastructure the Paris-based company provides.
It has scored some notable successes. It’s supplying so- called fourth generation wireless technology to AT&T Inc. and Verizon Communications Inc., the two largest U.S. mobile operators, and rebuilding emergency-service communication networks for the German government.
Alcatel may benefit more than other European equipment suppliers from the U.S. network upgrades because of its presence in North America through Lucent, said Mirko Maier, an analyst at Landesbank Baden-Wuerttemberg in Stuttgart.
Uphill Task
Still, after yesterday’s results, the company faces an uphill struggle to meet its stated target of reaching an adjusted operating margin between 1 percent and 5 percent this year, he said.
Some investors are not willing to wait.
“I thought the company would get its act together,” said Ulf Moritzen, who helps manage about 1 billion euros at Hamburg- based Aramea Asset Management, which sold its Alcatel shares late last year. “Alcatel lost a little of the pace. We decided to focus more on companies with a clearer outlook for growth.”
阿爾卡特朗訊合並後連虧5年 累計達124億美元
彭博社周五發表分析文章稱，韋華恩（Ben Verwaayen）在2008年臨危授命，出任了陷入困境的阿爾卡特-朗訊（以下簡稱：阿朗）首席執行官。在接過阿朗帥印之時，韋華恩曾承諾讓虧損的阿 朗重新恢複盈利。但是如今，阿朗業績仍在不斷虧損中，韋華恩的信譽也開始受到了投資人的質疑。
阿朗周四發布的財報顯示，在截至3月31日的第一季度，阿朗淨虧損為5.15億歐元（約 合6.60億美元）。 這一業績不及上年同期，2009年第一季度，阿朗淨虧損為4.02億歐元。阿朗第一季度營收為32.5億歐元，同比下滑9.8%。阿朗第一季度業績未達市 場預期。彭博社的調查顯示，市場分析師此前預計，阿朗第一季度淨虧損為2.444億歐元。
阿朗第一季度的業績表明，自阿爾卡特與朗訊在2006年合並至今，新公司每個季度都處於虧損之中， 且累計虧損已達到驚人的97.8億歐元（約合124億美元）。韋華恩對公司的前景仍充滿信息。他在周四表示，阿朗第二季度的業績將有著強勁表現，並繼續重 申了阿朗在2010年的利潤率。不過市場分析師卻對此持懷疑的態度。投資公司Bernstein分析師皮埃爾·法拉古（Pierre Ferragu）表示，「阿朗當前的問題在於，市場對該公司類似評論的信任程度正在下滑。」
在出任阿朗首席執行官之前，現年58歲的韋華恩曾是英國電信的首席執行官。他在周四表示，阿朗第一季度虧損幅度超過市場預期，主要原因歸咎於 產品配件缺乏。這些配件的缺乏，說明全球經濟複蘇導致市場需求不斷上漲。受業績大幅虧損影響，阿朗股價周四下滑6.5%，報收於2.1歐元。自韋華恩 2008年9月執掌阿朗帥印以來，該公司股價跌幅已接近50%，公司市值也蒸發了48億美元。
不同的挑戰
韋華恩在英國電信出任首 席執行官時期，該公司的淨利潤增長了近一倍，從2002年他就任時的9.95億英鎊（約 合14.9億美元），上漲至2008年離職時的17.4億英鎊。但是他在阿朗，卻面臨著一種截然不同的挑戰。
阿朗及其在競爭對手愛立信、諾基亞西門子，目前都面臨著來自中國的電信設備商華為和中興通訊的沖擊。作為全球第一大電信設備制造商，愛立信在4月23日發布的財報顯示，公司第一季 度淨利潤同比下滑了27%。諾基亞西門子的財報則顯示，該公司第一季度運營虧損為2.26億美元，表現不及上一季度。
競爭格局
華為在今年3月表示，該公司2009年的淨利潤較上年增長一倍多，達到人民幣183億元（約合27 億美元）。市場分析師指出，中國公司的加入，使得市場競爭變得更加激烈。標准普爾證券研究公司（S&P Equity Research）分析師賈森·維利（Jason Willey）說，「華為與中興通訊，有能力用不同的方式運轉和競爭。對歐洲的競爭對手而言，來自中國公司的競爭要比它們以前遇到的競爭激烈的多。」
在獲取包括中國聯通、澳洲電信、沃達豐等全球大型移動運營商訂單問題上，華為的做法一直都咄咄逼人。華為西歐業務部門副總裁蒂 姆·沃特金斯（Tim Watkins）在去年曾表示，該公司在歐洲電信設備市場份額已達10%，預計今年會進一步提高。此外，華為計劃在美國市場取得重大突破。
增加投資
倫敦政治經濟學院研究員帕特裏克·卡伯格（Patrik Karrberg）表示，包括阿朗、愛立信、諾基亞西門子等歐洲電信設備供應商，必須繼續在產品創新進行投資的同時，削減公司支出，這樣才能保持對新興市 場競爭對手的領先。他說，對來自新興市場的公司而言，「它們很容易就能夠追上這些老牌的設備制造商，因為在某種程度上他們能夠複制前輩們的成功經驗。」業 內人士指出，阿朗可能會從美國電信運營商升級網絡中受益，因為朗訊曾經在美國市場占有很高的市場份額。
阿朗在發布了虧損的第一季度財報後，該公司實現今年運營利潤率達到1%至5%的目標將面臨著巨大的 困難。投資人可能已不願在為此等待。資產管理公司Aramea Asset Management投資經理烏爾夫·莫瑞茨恩（Ulf Moritzen）就已不再看好阿朗。莫瑞茨恩在去年年底拋空了持有的阿朗股票。他對此表示，「我們決定更多的專注那些有著明確增長前景的公司。」
阿朗周四發布的財報顯示，在截至3月31日的第一季度，阿朗淨虧損為5.15億歐元（約 合6.60億美元）。 這一業績不及上年同期，2009年第一季度，阿朗淨虧損為4.02億歐元。阿朗第一季度營收為32.5億歐元，同比下滑9.8%。阿朗第一季度業績未達市 場預期。彭博社的調查顯示，市場分析師此前預計，阿朗第一季度淨虧損為2.444億歐元。
阿朗第一季度的業績表明，自阿爾卡特與朗訊在2006年合並至今，新公司每個季度都處於虧損之中， 且累計虧損已達到驚人的97.8億歐元（約合124億美元）。韋華恩對公司的前景仍充滿信息。他在周四表示，阿朗第二季度的業績將有著強勁表現，並繼續重 申了阿朗在2010年的利潤率。不過市場分析師卻對此持懷疑的態度。投資公司Bernstein分析師皮埃爾·法拉古（Pierre Ferragu）表示，「阿朗當前的問題在於，市場對該公司類似評論的信任程度正在下滑。」
在出任阿朗首席執行官之前，現年58歲的韋華恩曾是英國電信的首席執行官。他在周四表示，阿朗第一季度虧損幅度超過市場預期，主要原因歸咎於 產品配件缺乏。這些配件的缺乏，說明全球經濟複蘇導致市場需求不斷上漲。受業績大幅虧損影響，阿朗股價周四下滑6.5%，報收於2.1歐元。自韋華恩 2008年9月執掌阿朗帥印以來，該公司股價跌幅已接近50%，公司市值也蒸發了48億美元。
不同的挑戰
韋華恩在英國電信出任首 席執行官時期，該公司的淨利潤增長了近一倍，從2002年他就任時的9.95億英鎊（約 合14.9億美元），上漲至2008年離職時的17.4億英鎊。但是他在阿朗，卻面臨著一種截然不同的挑戰。
阿朗及其在競爭對手愛立信、諾基亞西門子，目前都面臨著來自中國的電信設備商華為和中興通訊的沖擊。作為全球第一大電信設備制造商，愛立信在4月23日發布的財報顯示，公司第一季 度淨利潤同比下滑了27%。諾基亞西門子的財報則顯示，該公司第一季度運營虧損為2.26億美元，表現不及上一季度。
競爭格局
華為在今年3月表示，該公司2009年的淨利潤較上年增長一倍多，達到人民幣183億元（約合27 億美元）。市場分析師指出，中國公司的加入，使得市場競爭變得更加激烈。標准普爾證券研究公司（S&P Equity Research）分析師賈森·維利（Jason Willey）說，「華為與中興通訊，有能力用不同的方式運轉和競爭。對歐洲的競爭對手而言，來自中國公司的競爭要比它們以前遇到的競爭激烈的多。」
在獲取包括中國聯通、澳洲電信、沃達豐等全球大型移動運營商訂單問題上，華為的做法一直都咄咄逼人。華為西歐業務部門副總裁蒂 姆·沃特金斯（Tim Watkins）在去年曾表示，該公司在歐洲電信設備市場份額已達10%，預計今年會進一步提高。此外，華為計劃在美國市場取得重大突破。
增加投資
倫敦政治經濟學院研究員帕特裏克·卡伯格（Patrik Karrberg）表示，包括阿朗、愛立信、諾基亞西門子等歐洲電信設備供應商，必須繼續在產品創新進行投資的同時，削減公司支出，這樣才能保持對新興市 場競爭對手的領先。他說，對來自新興市場的公司而言，「它們很容易就能夠追上這些老牌的設備制造商，因為在某種程度上他們能夠複制前輩們的成功經驗。」業 內人士指出，阿朗可能會從美國電信運營商升級網絡中受益，因為朗訊曾經在美國市場占有很高的市場份額。
阿朗在發布了虧損的第一季度財報後，該公司實現今年運營利潤率達到1%至5%的目標將面臨著巨大的 困難。投資人可能已不願在為此等待。資產管理公司Aramea Asset Management投資經理烏爾夫·莫瑞茨恩（Ulf Moritzen）就已不再看好阿朗。莫瑞茨恩在去年年底拋空了持有的阿朗股票。他對此表示，「我們決定更多的專注那些有著明確增長前景的公司。」
財報─阿爾卡特朗訊Q1表現不如預期 虧損擴大
法國電信設備製造商阿爾卡特朗訊（Alcatel-Lucent）（ALUA-FR）（），第一季財報不如預期，虧損擴大，主要是受到零件供應吃緊的影響。
執行長Ben Verwaayen表示，該公司本身製造的高階晶片組供貨無虞，但是一般零件卻受到汽車與消費電子產品製造商的採購擠壓，面臨供應不足的壓力
阿爾卡特周四公佈財報，今年第1季營收32.5億歐元，淨虧損5.15億歐元，遜於原先分析師預期的34.97億歐元營收與1.66億歐元淨虧損。
執行長Ben Verwaayen表示，該公司本身製造的高階晶片組供貨無虞，但是一般零件卻受到汽車與消費電子產品製造商的採購擠壓，面臨供應不足的壓力
阿爾卡特周四公佈財報，今年第1季營收32.5億歐元，淨虧損5.15億歐元，遜於原先分析師預期的34.97億歐元營收與1.66億歐元淨虧損。
Alcatel Lucent to compensate Telecom NZ over 3G network failings
May 10, 2010 Written by Mike HibberdPrintEmail
Ben Verwaayen, CEO, Alcatel Lucent, has been visiting Telecom New Zealand over the past week
Reports from New Zealand suggest that Franco-US vendor Alcatel Lucent (ALU) is to award a compensation payment of NZ$100m (US$72.8m) to incumbent player Telecom over the poor performance of the ‘XT’ 3G network it delivered to the carrier, and operates on its behalf. ALU CEO Ben Verwaayen has been visiting New Zealand over the last week and the deal was understood to have been struck during his meetings with Telecom
In February this year Telecom’s CTO Frank Mount and Alcatel Lucent’s head of New Zealand Stevel Lowe both resigned over the network’s well publicised shortcomings, which have included several outages.
A report commissioned by Telecom from Analysys Mason argued that the network and support systems were not robust enough to deal with demand from Telecom customers migrating from the firm’s CDMA network. The Radio Network Controller was the weakest link in the chain, Analysys Mason reported.
Crucially, however, traffic levels were within Telecom forecast ranges, suggesting that the network ought to have been capable of handling them. Analysys Mason recommended that customer acquisition activities be slowed as the firms work to improve the network’s performance. It also said that ALU and Telecom had already made improvements to the network.
“The review has been both chastening and heartening at the same time,” said Paul Reynolds, CEO, Telecom New Zealand. “Clearly some serious errors were made but the report shows that XT is fundamentally sound, that Telecom, and our partner Alcatel Lucent are now on the right track. Significant progress in improving the robustness and reliability of XT has been made.”
Ben Verwaayen, CEO, Alcatel Lucent, has been visiting Telecom New Zealand over the past week
Reports from New Zealand suggest that Franco-US vendor Alcatel Lucent (ALU) is to award a compensation payment of NZ$100m (US$72.8m) to incumbent player Telecom over the poor performance of the ‘XT’ 3G network it delivered to the carrier, and operates on its behalf. ALU CEO Ben Verwaayen has been visiting New Zealand over the last week and the deal was understood to have been struck during his meetings with Telecom
In February this year Telecom’s CTO Frank Mount and Alcatel Lucent’s head of New Zealand Stevel Lowe both resigned over the network’s well publicised shortcomings, which have included several outages.
A report commissioned by Telecom from Analysys Mason argued that the network and support systems were not robust enough to deal with demand from Telecom customers migrating from the firm’s CDMA network. The Radio Network Controller was the weakest link in the chain, Analysys Mason reported.
Crucially, however, traffic levels were within Telecom forecast ranges, suggesting that the network ought to have been capable of handling them. Analysys Mason recommended that customer acquisition activities be slowed as the firms work to improve the network’s performance. It also said that ALU and Telecom had already made improvements to the network.
“The review has been both chastening and heartening at the same time,” said Paul Reynolds, CEO, Telecom New Zealand. “Clearly some serious errors were made but the report shows that XT is fundamentally sound, that Telecom, and our partner Alcatel Lucent are now on the right track. Significant progress in improving the robustness and reliability of XT has been made.”