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40
SUPPLY CHAINS TO ADMIRE | 2023
Telecommunications
For 2023, the third consecutive year, there are no winners in the telecommunications sector for the Supply Chains to Admire analysis. With intense market pressure, short-lifecycles, and sourcing cost increases, the industry used supply chain practices to improve resilience; margins were flat at 12%, while inventory turns declined 46%.
Table 26. Telecommunications Sector Evaluation for the Period of 2013-2022
INDUSTRY: Telecommunications
IMPROVE- MENT
COMPANY INFORMATION
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
2022 REVENUE (MS)
SUPPLY CHAIN INDEX
GROWTH (Year Over Year Revenue)
FUNDAMENTAL AVERAGE SCORE
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAP
NAME
2013 - 2022
Adtran
$1,026
11
7.6%
3.01
0.3%
1.1%
7
1.97
986
Avnet
$24,311
11
8.0%
6.35
3.0%
5.5%
7
1.07
4,795
Belden
$2,606
4
4.4%
5.67
9.9%
2.1%
8
2.68
2,687
Cisco Systems Inc
$51,557
6
1.2%
12.00
25.7%
13.9%
9
3.86
179,138
EchoStar Group
$1,998
2
-2.6%
14.05
8.4%
1.6%
5
0.87
3,185
Ericsson
$27,074
16
-1.9%
5.07
5.9%
4.0%
7
2.32
30,509
Fabrinet
$2,262
7
15.6%
4.82
7.4%
14.5%
9
2.41
2,098
Juniper Networks
$5,301
1
2.1%
15.28
13.3%
5.3%
8
2.05
9,933
Motorola Solutions
$9,112
10
4.1%
8.68
18.9%
17.9%
5
1.12
23,626
Nokia Oyj
$26,271
13
5.6%
5.83
6.4%
4.4%
6
1.90
27,815
Rogers Communications Inc
$11,834
7
-0.3%
22.40
23.0%
6.6%
7
1.74
18,581
Skyworth Digital Holdings Ltd
$7,963
13
9.0%
4.11
4.1%
6.7%
NA
0.11
388
TELUS Corp
$18,292
5
5.4%
15.47
18.0%
6.3%
8
2.88
29,290
T-Mobile US Inc
$79,571
3
15.8%
15.36
9.0%
3.8%
6
2.21
78,877
Ubiquiti Networks
$1,692
7
19.4%
5.53
33.4%
57.6%
8
13.15
9,192
Vodafone Group PLC
$52,993
15
-1.7%
54.20
10.2%
5.1%
NA
0.83
73,258
Vtech
$2,371
17
3.0%
4.17
10.6%
32.7%
NA
4.79
2,619
MEAN WITH OUTLIERS
$19,190
5.6%
11.88
12.2%
11.1%
7.1
2.70
29,234
MEAN WITHOUT OUTLIERS
4.2%
9.24
12.2%
8.2%
7.1
2.05
19,865
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