• Verizon and Ericsson announced successful trials of NB-IoT with plans to launch nationwide NB-IoT by the end of the year.
• Given the different use cases for LTE-M and NB-IoT, a dual-buildout strategy makes sense. However, with NB-IoT more widely deployed, Verizon’s decision to build out NB-IoT also enables it to hedge its bets in the event that an LTE-M ecosystem doesn’t emerge.
Verizon announced February 1 it will deploy NB-IoT technology across its network in 2018 after successful trials with Ericsson. The announcement represented an acceleration from previous plans which called for NB-IoT trials this year. The move was no doubt a competitive response to T-Mobile USA’s accelerated deployment plans, but there may have been other rationale that played into Verizon’s plans. Continue reading “Verizon’s NB-IoT Plans: Expanding Options for Hedging Bets?”→
Ericsson’s Q4 2017 results showed signs of progress, including significant adoption of its 5G-focused Ericsson Radio System (ERS), an improved position in the Chinese market, and the elimination or completion of a dozen unprofitable and/or non-strategic services engagements.
Unfortunately, the weak results, coupled with continued management upheaval, paint a picture of a company that remains adrift despite replacing a significant portion of its leadership team in the past 18 months.
Ericsson released its Q4 2017 financial results January 31, and as the company had already forecast, it was mostly bad news, particularly when it comes to reported results which reflected a 12% decline in revenue and a painful -34.5% operating margin compared to -0.3% in Q4 2016 and -10% in Q3 2017. However, in the spirit of seeing the light at the end of the tunnel, there was some good news to offset the bad. To be clear, however, some of the news was just bad. Continue reading “Looking for Light in Ericsson Results, but It’s Getting Dimmer”→
EXFO is advancing the completion of its acquisition of service assurance specialist Astellia, expanding its mobile assurance portfolio and customer footprint.
However, EXFO must use the Astellia acquisition to forge competitive differentiation in areas like fixed-mobile convergence assurance and 3D geolocation applications.
In December 2017, consolidation of the service assurance market heated up. EXFO announced the opening of its all-cash voluntary tender offer to acquire all outstanding shares of assurance specialist Astellia that EXFO does not already own, following the off-market acquisition of 33.1% of Astellia’s equity. The move follows Nokia’s 2017 acquisition of OSS supplier Comptel, due in good part to Comptel’s FlowOne closed-loop service assurance assets. The acquisition bolsters EXFO’s existing service assurance footprint, adding Astellia’s base of 120 operator customers. Equally important, EXFO locks up Astellia’s mobile service assurance expertise, augmenting its existing fixed and mobile assurance portfolio. However, EXFO cannot rest on its laurels in nearing the completion of the Astellia acquisition. In 2018, EXFO must find ways to differentiate its portfolio through the integration of the Astellia assets, as operator demands for automated assurance in complex multi-play service environments will escalate and will not wait for slow-on-the-draw suppliers because of integration distractions. Continue reading “EXFO: Astellia Acquisition Foretells New Differentiation in Service Assurance Market”→
On December 5-6, Amdocs held an Industry Analyst Summit to provide an update on its product portfolio, corporate strategy, innovation efforts, and customer attraction across its business lines.
One constant across the product and business line updates is an expectation that telecom networks and services will continue to get increasingly complicated – and that Amdocs will benefit by addressing that complexity and educating its customers.
Amdocs is a fixture in telecom networking and service enablement. It’s not surprising, then, that across our telecom networks research, assessments on the vendor and its positioning are plentiful, including:
As a concept for running diverse logical networks over a common physical infrastructure, network slicing has been linked closely to 5G network transformations and 5G’s aspirations of servicing the needs of consumers alongside myriad industries.
As it gets put into practice, however, a number of questions around slicing still need to be resolved: How granular will slices be? Which networks and network elements will be sliced? How open will slicing be to third parties? What can network prioritization teach us? Most of these questions revolve around business considerations, not technology considerations.
• KPN is taking a leadership position in driving its vendor community toward more sustainable practices. Other operators are likely reviewing KPN’s “Circular Manifesto” as a template for how they should revise their own sustainability initiatives.
• Telecom technology and software vendors are increasingly being pushed by their key operator customers to commit to adopt manufacturing and production practices that rely on reusable or recyclable components, as well as renewable energy sources.
The basic tenets of 5G are well understood: what we’ll use it for, when it will arrive, that it will be a major opportunity with a solid base of subscriptions within the next five years.
A number of other commonly held beliefs about 5G – that it will drive business innovation and core network transformations, introduce network slicing and represent a platform for spectrum innovation – must be questioned.
Last week, the Telecom Council of Silicon Valley convened a forum on “Network Transformation in 5G.” We had the honor of delivering the opening presentation. You can view a copy of it here.