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Posted by Dan Bieler on May 15, 2012
Dan Bieler; Bryan Wang; Henry Dewing; Katyayan Gupta; Tirthankar Sen
Huawei hosted about 160 industry and financial analysts at its annual analyst summit in Shenzhen, China in April 2012. The main take-aways from the event are:
The event was not marked by major announcements, but instead provided updates:
A key task for Huawei is to move swiftly in its G2M. Branding should be the key focus: a major focus for Huawei this year. Moreover, Huawei needs to create value for channel partners. With a shrinking number of partners and already established channel relationships with competing vendors, Huawei needs to talk more than just margin and growth when it recruits partners. In this context, Huawei should focus on the SMB segment, not least because Asia Pacific, with its large SMB presence, can be highly potential market for Huawei.
One of Huawei’s greatest strengths is its ability and willingness to take a much longer-term perspective than its (listed) Western counterparts. Huawei culture focuses the long-haul and is prepared to take risks. Meanwhile, Huawei remains a company that thrives on being underestimated. The list of competitors that had to change their view of Huawei from a company that is observed through the rear mirror to one that is front of them is long, particularly in the network infrastructure space.
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