Amazon-Enabled Federated Wireless Private LTE Initiative Should Serve as a Shot Across the Bow for Public Operators

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Federated Wireless announced a consortium designed to stake out a growth position in the emerging private LTE/CBRS market.
  • The consortium as comprised is incomplete; however, the announcement should serve as a wakeup call to public network operators that have thus far not taken a strong position in private LTE.

Amid the flurry of announcements emerging from this week’s AWS re:Invent in Las Vegas, which is quickly becoming one of the most important networking events of the year, was the announcement of a private LTE network consortium that relies on a number of partners to enable fast deployment of industrial IoT applications. Specifically, the consortium, led by Federated, includes:

  • Federated Wireless – using its cloud-based Spectrum Controller to enable secure access to the 3.5 GHz band;
  • Ruckus – providing what it bills as the “industry’s first” indoor LTE access points to use the 3.5 GHz CBRS spectrum;
  • Athonet – which sells a cloud mobile core product specifically designed for private networks;
  • Amazon Web Services (AWS) – specifically, the AWS cloud IoT platform to connect, manage, and monitor IoT devices at scale (Athonet’s BubbleCloud resides on the AWS cloud).

Continue reading “Amazon-Enabled Federated Wireless Private LTE Initiative Should Serve as a Shot Across the Bow for Public Operators”

Nokia Partnering Up to Sharpen Focus on Enterprise Market: Is a CSP Clash Inevitable?

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Nokia continues to expand its partner and channel initiatives to better pursue enterprise opportunities, including a strategic alliance with Infosys announced in November.
  • The company sees major opportunities in the enterprise but may ultimately have to decide if pursuing them is worth alienating traditional CSP customers.

Over the past year, Nokia has been stepping up its focus on moving outside its traditional target market of communication service providers (CSPs) in a bid to diversify its revenue stream and tap into growth opportunities to offset flat or declining CSP spending. Based on the company’s ‘Future X for Industries’ vision, it believes there will be a EUR 22 billion market by 2023 for digital automation in the enterprise segment. Continue reading “Nokia Partnering Up to Sharpen Focus on Enterprise Market: Is a CSP Clash Inevitable?”

Nexign and Bubbletone Go Exclusive and Double Down on Telco Blockchain Prospects

Ron Westfall – Research Director, Global Technology Telecom and Software

Summary Bullets:

  • Nexign and Bubbletone augmented their relationship, agreeing to exclusive terms across sales, business, and product development to ensure they sustain competitive differentiation in the early stages of the telco blockchain market.
  • As Nexign and Bubbletone double down on their alliance, they must produce operator endorsements to validate their differentiation and first-mover marketing claims.

In October 2018, Nexign and Bubbletone officially unveiled the decision to take their existing partnership to the next level by entering into exclusivity terms across their sales, business, and product development efforts. Forming an exclusive partnership is a rarity in the telecommunications supplier market, and it demonstrates Nexign and Bubbletone’s determination to press their early inroads in the emerging telco blockchain market. Equally important, the new terms remove concerns that the alliance could lose focus if either Nexign or Bubbletone started forming multiple blockchain and BSS partnerships (see: Nexign and Bubbletone Ready to Turbocharge the BSS Market with Embedded Blockchain Applications,” August 13, 2018).  As a result, Nexign and Bubbletone are on a stronger footing to pursue their joint goal of earning operator trust and accelerating the adoption of blockchain innovations.  The partnership identifies innovations like capturing new revenue streams from roaming visitors and eliminating intermediaries as key reasons for operators to embrace blockchain technology. Continue reading “Nexign and Bubbletone Go Exclusive and Double Down on Telco Blockchain Prospects”

Cisco Continues to Chug Along, Despite a Steady Stream of Executive Departures

John Byrne
John Byrne – Service Director, Service Provider Infrastructure

Summary:

Since taking the reins at Cisco in 2015, CEO Chuck Robbins has projected an image of stability, even as the company navigates tricky challenges like the move from hardware-centric to software-defined networks. However, the company has seen a steady stream of executive departures since Robbins’ tenure began.

Continue reading “Cisco Continues to Chug Along, Despite a Steady Stream of Executive Departures”

The Telco Blockchain Bandwagon is Ready for Take Off

Ron Westfall – Research Director, Global Technology Telecom and Software

• Blockchain is generating many headlines, mostly related to cryptocurrencies like Bitcoin and the prospect of a new paradigm for fully secure and trusted transactions.

• Telcos are now getting on board what is being billed as the next $1 billion opportunity but must figure out how to work with their suppliers in building new capabilities, ranging from the elimination of hated roaming fees to new connected device services like drone deliveries.

As telcos continue to struggle across the board with declines in both revenue and profitability, blockchain is emerging as a technology with the potential to radically transform the telecommunications industry as well as many other industries. A recent forecast by ResearchAndMarkets predicts revenue from the telecom blockchain will increase by an 80%+ compound annual growth rate over the next five years to nearly $1 billion, while consulting stalwart Accenture sees the potential for a $1 trillion global telco blockchain ecosystem. Even with the wide variance in market forecasts, there is a broad industry consensus that blockchain will grow significantly and play a powerful role in transforming the telco business model and overall industry. Continue reading “The Telco Blockchain Bandwagon is Ready for Take Off”

Whale Cloud: ZTEsoft’s Rebrand Makes a Whale of a Marketing Difference

Ron Westfall – Research Director, Global Technology Telecom and Software

Summary Bullets:

  • Whale Cloud formally debuted its new brand name as the telco software unit of parent company Alibaba, expanding its cloud portfolio range and market ambitions.
  • As Whale Cloud sheds its ZTEsoft identity and prior affiliation with ZTE, it must further clarify its portfolio in relation to Alibaba Cloud’s offering and put more emphasis on 5G capabilities.

In August 2018, Whale Cloud formally unveiled its new brand name and portfolio as the telco software unit of parent company Alibaba and a key partner in Alibaba Cloud’s software service ecosystem, shedding its ZTEsoft identity. (A follow-up official announcement and press release is expected in September 2018.) Whale Cloud’s rebranding follows on Alibaba’s acquisition of ZTE’s stake in ZTEsoft for $190.6 million in February 2018. With the new brand, Whale Cloud strengthens its identity as an integral unit of Alibaba, further distancing the company from the ZTEsoft namesake and historical affiliation with prior parent company ZTE after a three-month shutdown for not complying with terms of a settlement reached with the U.S. government in March 2017. ZTE’s struggles created public relations fallout for the ZTEsoft namesake, fair or not, despite the fact that ZTEsoft’s separation from ZTE Corporation was already well underway. Continue reading “Whale Cloud: ZTEsoft’s Rebrand Makes a Whale of a Marketing Difference”

Samsung’s Bold Commitment to a 5G Future Gives Its RAN Business Short Shrift

Ed Gubbins – Senior Analyst

Summary Bullets:

• Samsung’s bold announcement of $160 billion investment in the future missed an opportunity to highlight its 5G mobile access infrastructure capabilities.

• At this crucial inflection point in the run-up to the 5G era, Samsung’s longtime-underdog RAN business shouldn’t take a back seat in high-level messaging.

Samsung this week announced sweeping plans to invest a total of KRW 180 trillion (or about $160 billion) over the next three years in future growth areas including artificial intelligence (AI), 5G, automotive electronics components, and biopharmaceuticals.

Given the intended impact of the announcement, it’s surprising that Samsung didn’t take the opportunity to make a stronger statement about its role in 5G mobile access infrastructure. True, the release does state that the Korea-based tech giant “will also invest aggressively to become a global player in the advanced markets for 5G chipsets and related devices and equipment.” If that last word can be read to include mobile networking gear, then at least part of a single word in the 820-word message was aimed at capturing 5G networking mind share – not exactly a ringing bell.
Continue reading “Samsung’s Bold Commitment to a 5G Future Gives Its RAN Business Short Shrift”