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Telco NI Vendor Revenues Hit $54.3 Billion in 2Q25, Signaling Recovery Amid Cautious Spending Outlook
ByAinvest
Friday, Aug 29, 2025 5:49 am ET1min read
Telco NI vendor revenues reached $54.3 billion in 2Q25, a 2.0% YoY increase, marking a modest recovery in network infrastructure investments. Huawei's market share has weakened since 2021, while Dixon Technologies, Wiwynn, and Broadcom led YoY revenue growth. Alphabet, Microsoft, Amazon, and Dell Technologies also grew through their digital transformation offerings. The outlook for 2H25 and beyond remains cautious due to macroeconomic uncertainty, tariffs, and geopolitical tensions.
Telco NI vendor revenues reached $54.3 billion in 2Q25, a 2.0% YoY increase, signaling a modest recovery in network infrastructure investments [1]. This marks the end of a nine-quarter contraction and indicates a gradual uptick in spending within the industry. The market, however, remains cautious due to ongoing macroeconomic uncertainties, tariffs, and geopolitical tensions.The report highlights that Huawei, a traditional market leader, has seen its market share weaken since 2021, facing persistent pressure outside China in 2025 [1]. Despite this, Huawei's role in softening the market decline earlier in 2024 was significant. Without Huawei's data, the market revenue growth appears stronger.
Dixon Technologies and Wiwynn led YoY revenue growth in 2Q25, driven by Dixon's low year-ago base and Wiwynn's expansion in data center infrastructure linked to AI-driven digital transformation [1]. Broadcom's surge continued, boosted by its VMware acquisition. Additionally, Alphabet, Microsoft, Amazon, Dell Technologies, and Harmonic grew through their digital transformation offerings.
The spending outlook for the remainder of 2025 and beyond remains cautious. Capital spending will vary by region and operator readiness as the broader market navigates evolving technology cycles and geopolitical complexities [1].
References
[1] https://www.globenewswire.com/news-release/2025/08/29/3141383/0/en/Telecom-Vendors-Report-2Q-2025-Telco-NI-Vendor-Revenues-Hit-54-3-Billion-in-2Q25-Signaling-Recovery.html
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