This is fun!
Three year head-start, nearly 1000 orders, certain to have a popular cargo version (A350F est. 2020 minimum and probably not at all). UPS are likely to replace their 767s with 787s. Fed-Ex is committed to the 777F. Existing 747-400 freighters will certainly go 747-8F by and large. Airbus made a fundamental error by ignoring and/or botching the cargo market. My opinion.
4 years late, huge
PR embarresment, 3 months grounding,
PR disaster, continuing reliability issues, customers getting publicly upset, projected forward loss even at 870 orders. No plans made public amount the possibility of a freighter, serious question marks over the load carrying structure (remember the 777 had to have it's CFRP floor replaced in order to work as a freighter), and UPS have not made a single utterance about their future willingness to buy much of anything, least of all something that doesn't exist. FedEx just bought a bunch of 767s, and most 744Fs are likely to either not be replaced or replaced by 77Fs.
Where you are right, is when it comes to Airbus and their attitude to freighters. They never really 'got them', but for reasons I am rather certain are much distanced from what you may think.