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Dell’Oro finds small quarterly gain in infrastructure revenues

Mobility infrastructure revenues were $6.5 billion for the second quarter of 2003, up 1 percent compared with the first quarter of 2003, according to research firm Dell’Oro Group.

The group attributes the gain to a 12-percent increase in GSM equipment revenues, which offset a 21-percent decline in W-CDMA equipment revenues and a 6-percent decline in CDMA-based infrastructure. “Revenues for W-CDMA infrastructure equipment remain volatile based on a relatively small number of accounts, strict revenue recognition rules and delays in service introductions,” the research group said.

Overall, the mobility infrastructure market was down 14 percent compared with the same quarter last year according to Dell’Oro.

Earlier this week, Allied Business Intelligence said wireless infrastructure contract values in 2003 are down about 40 percent from the first half of 2002.

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