Amdocs’ Acquisition of Brite:Bill – A Six-Month Checkup

Ron Westfall – Research Director, Service Provider Infrastructure

Summary Bullets:

  • After acquiring Brite:Bill, Pontis, and Vindicia in September 2016, Amdocs elected to operate the three digital specialists as independent concerns. After six months, the decision has paid dividends in Brite:Bill’s case with Comcast selecting Brite:Bill for consumer billing presentment applications and Brite:Bill internally developing automatic monitoring and proactive billing resolution innovations.
  • Amdocs faces portfolio development challenges operating Brite:Bill as an independent entity, including leveraging Brite:Bill innovation into its CES platform and driving Brite:Bill solutions to capitalize upon expanding corporate billing and prepaid billing presentment market opportunities.

After completing the acquisition of Brite:Bill, Pontis, and Vindicia in September 2016, Amdocs elected to keep the three companies as standalone entities. The standalone approach offers competitive benefits such as reducing integration overhead costs and lessening the potential for portfolio disruption. Brite:Bill is showing six months later why Amdocs’ decision to keep its operational independence is warranted. Fresh off winning Comcast’s consumer billing presentment business, Brite:Bill quickly capitalized on Amdocs’ business relations with a top-tier cable operator. Prior to the Amdocs acquisition, Brite:Bill consistently won top-tier operator billing presentment and communication deals, including Vodafone, Sprint, Rogers, and Virgin Media, competing frequently against service billing heavyweights such as Ericsson, IBM, and Amdocs itself. Little doubt this hard-won traction spurred Amdocs’ decision to acquire the company. New Brite:Bill 5.0 portfolio capabilities, such as automatic monitoring of charges liable for dispute and proactive resolution of problematic billing charges that reduce customer loyalty, validate Brite:Bill’s innovation acumen and reputation. However, Amdocs’ progress in leveraging Brite:Bill software innovations into its own portfolio remains unclear and brings to light the concerns attached to the standalone approach. Read more of this post

IoT @ MWC17: What the IT Vendors/Systems Integrators Were Up To

S

John Byrne

John Byrne – Service Director, Service Provider Infrastructure

ummary Bullets:

• IT equipment vendors/software vendors/systems integrators largely focused on broader issues such as CSP cloud migration and digital transformation, with IoT woven in within those larger themes.

• IBM significantly broadened its IoT ecosystem but waited until its own InterConnect event later in March to announce Watson would power AT&T’s new IoT Analytics solution expanded. Meanwhile, Tata’s massive rollout of a LoRa-based network, supported by HPE’s Universal IoT platform, probably didn’t get the attention it deserved.

IoT is a big topic, dominating many discussions around the future of wireless networks and telecom service providers.

It wasn’t surprising, then, that it was a major topic of discussion at Mobile World Congress this year. Likewise, given the broad reach of IoT use cases and the broad set of players in the IoT ecosystem, it wasn’t surprising to see different parts of the market show up with their own stories. A look at the announcements from various segments of the market – silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players – helps to illustrate the stories they showed up to tell. Read more of this post

IoT @ MWC17: What the Incumbent Telecom Vendors Were Up To

John Byrne

John Byrne – Service Director, Service Provider Infrastructure

Summary Bullets:

• Incumbent telecom vendors used MWC17 to crystallize their focus on a few key markets like smart city and smart manufacturing, and – for most – expand their IoT portfolios.

• There was a light focus on discussing new IoT technologies and their use cases. With NB-IoT and Cat-M1 buildouts just underway, IoT technology wars played a much less prominent role than at MWC16.

IoT is a big topic, dominating many discussions around the future of wireless networks and telecom service providers.

It wasn’t surprising, then, that it was a major topic of discussion at MWC this year. Likewise, given the broad reach of IoT use cases and the broad set of players in the IoT ecosystem, it wasn’t surprising to see different parts of the market show up with their own stories. A look at the announcements from various segments of the market – silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players – helps to illustrate the stories they showed up to tell.

The table below recaps announcements released by incumbent telecom vendors Cisco, Ericsson, Huawei, Nokia, Samsung and ZTE at (or leading up to) MWC. Taking a look at their breadth, a number of clear themes emerge.

Network Equipment Vendors Going Direct. As network equipment vendors make their strategic investments in IoT, the focus for many is converging in key opportunities around smart cities, smart factories and smart utilities. The announcements at MWC17 clarified that in areas with “telecom-like” networking requirements, these vendors are moving forward directly and not through their traditional network operator customers. Ericsson in particular, which has spent the most time amongst its peers in pursuing vertical opportunities, showed success, announcing smart city deals with Istanbul and Dubai government authorities and several smart manufacturing-related deals. The willingness to cut operators out of the deal in key IoT vertical markets will only intensify as other vendors like Nokia and Huawei take an increasingly “platform”-oriented and services-led approach to vertical opportunities. Read more of this post

IoT @ MWC17: What the Silicon Players Were Up To

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

• Where IoT factored into a broad set of vendor messaging at Mobile World Congress 2017, there were diverse messages coming out of various camps: silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players.

• Major chipset vendors came to MWC17 ready to talk up their progress, most of which seemed to focus on automotive use cases, differentiators beyond connectivity and connectivity beyond NB-IoT.

IoT is a big topic, dominating many discussions around the future of wireless networks and telecom service providers.

It wasn’t surprising, then, that it was a major topic of discussion at MWC this year. Likewise, given the broad reach of IoT use cases and the broad set of players in the IoT ecosystem, it wasn’t surprising to see different parts of the market show up with their own stories. A look at the announcements from various segments of the market – silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players – helps to illustrate the stories they showed up to tell.
Read more of this post

IoT @ MWC17: What the LPWAN Players Were Up To

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:                 

  • Where IoT factored into a broad set of vendor messaging at Mobile World Congress 2017, there were diverse messages coming out of various camps: silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players.
  • LPWAN network providers came to MWC ready to talk up their progress with building out network coverage, their ecosystems and use cases. Some, however, failed to make their presence known at all.

IoT is a big topic, dominating many discussions around the future of wireless networks and telecom service providers.

It wasn’t surprising, then, that it was a major topic of discussion at Mobile World Congress this year.  Likewise, given the broad reach of IoT use cases and the broad set of players in the IoT ecosystem, it wasn’t surprising to see different parts of the market show up with their own stories.  A look at the announcements from various segments of the market – silicon vendors, LPWAN network providers, incumbent telecom vendors, specialist telecom and IT players – helps to illustrate the stories they showed up to tell. Read more of this post

Nokia Shuffle Intensifies Focus on Mobile and Services, but Managerial Changes Are Ill Timed

John Byrne

John Byrne – Service Director, Service Provider Infrastructure

Summary Bullets:

  • Nokia will divide up its Mobile Networks and Chief Innovation and Operating Officer units to align with the company’s ‘Rebalancing for Growth’ strategy unveiled in November 2016.
  • The moves create greater visibility for Nokia’s services unit, and should lead to improved operating efficiency and strategic investment, but significant management changes give the impression of disarray.

On March 17, Nokia announced changes in its organization and leadership team, to better execute the strategy unveiled by CEO Rajeev Suri at the company’s Capital Markets Day in November 2016:

  • Mobile Networks will be divided into two distinct organizations: Products & Solutions and Global Services. Marc Rouanne will assume control of the Products & Solutions unit, while current Mobile Networks President Samih Elhage will step down. Igor Leprince will continue to head up Global Services and will be added to Nokia’s Group Leadership Team (GLT), an indication of the growing importance of services.
  • Despite being placed within Mobile Networks, Global Services will house all managed network services and company-wide global service delivery. The Global Services unit will also be responsible for developing a common approach for processes and tools, managing a Services Committee to coordinate services development across different groups, with a common Customer Delivery Manager responsible for managing all services for a single customer.
  • Global Services will also continue to drive emerging strategic service areas such telco cloud, ‘x as a service’ (XaaS), prime integration and transformation consulting.
  • The former Chief Innovation and Operating Officer (CIOO) organization will be split into three: A traditional ‘operating’ unit will focus on internal operations, while responsibility for ‘innovation’ will revert to CTO Marcus Weldon and Chief Strategy Officer Kathrin Buvac. Monika Maurer, currently COO of the fixed business, will became company COO; both Maurer and Weldon will join the GLT. (Buvac is already a member.)

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ZTE Delivers ‘POWER’ to Digital Transformation Initiatives, but Will Operators See the Light?

Ron Westfall – Research Director, Service Provider Infrastructure

Summary Bullets:

• ZTESoft hyped its POWER strategy at MWC17, combining Platform, Omni-channel, Vertical Industry + Value, Experience and Real-time platform capabilities, aimed at operator digital transformation.

• ZTESoft confronts marketing challenges as the POWER label mimics the Huawei’s ROADS framework, confuses the market, and needs policy control and partner enablement validation.

At MWC17, ZTESoft roll out its POWER strategy targeted at operator digital transformation. The POWER acronym takes into account six key elements ZTESoft identified as required for executing operator digital transformation: Platform, Omni-channel, Vertical Industry + Value, Experience, Real-time. ZTESoft showcased its cloud-based ZSmart 9 BSS, ZSmart Digital CRM, ZSmart cvBS convergent billing platform, and ZSmart AnyShare XaaS offerings to demonstrate the POWER strategy’s broad applicability to meeting operator digital demands. However the POWER brand and marketing exercise harbors pitfalls for ZTESoft’s digital transformation global outreach.

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