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A few weeks ago, my colleague Tam Dell’Oro and I attended industry analyst conferences held by Nokia and Ericsson at their respective headquarters in Helsinki and Stockholm.  The two companies are undergoing significant changes and used these forums to communicate their corporate strategies and visions.

Since completing its acquisition of Alcatel-Lucent in January, Nokia has been busy integrating the two companies.  Nokia executives indicated that the transition is proceeding well, but that there is still plenty of work to be done.  Executives also touted their broad network product portfolio and leading market positions.

Ericsson provided an update on their partnership with Cisco that was announced last November, and offered insight into their business transformation that includes the corporate reorganization communicated in April.  From a technology perspective, Ericsson spoke of their expansion beyond their strength in mobile technologies and infrastructure.

Interestingly, both companies highlighted similar technology and business trends that will drive their future investments and businesses.  At the top of the lists were the opportunities in the areas of IoT, 5G, Cloud, and Enterprise verticals.  Both companies emphasized that software and services are important elements of their technology and business competencies.

While some of the components of their visions are similar, the Nokia and Ericsson approaches to fulfillment are quite different.  At Dell’Oro Group, we cover and have great interest in the technology markets in which these two networking giants participate.  Over the coming years, we will be watching closely how these two companies progress against their visions.