VMworld Europe 2019: Powering Telco Cloud-Native Transformation

Emir Halilovic – Principal Analyst

Summary Bullets:

  • After forming its telco business to take a piece out of the NFV cake several years ago, VMware has continued to gain momentum with CSPs.
  • VMware is likely to expand its presence in telco networks as its core products develop to address key cloud-native transformation priorities.

At the onset of the NFV revolution, most industry players reached a consensus that the virtualized telco of the future will become a DevOps shop, running mainly on open source software components. However, even though it may work for the largest telcos, this blueprint is far from universal – as exemplified by the telco business momentum shown by one of the largest global ISVs, VMware. At the VMworld Europe event in Barcelona on November 3-7, VMworld executives put a special emphasis on their telco business, which nowadays encompasses three primary focus areas: building the telco cloud, optimizing the edge, and optimizing the radio. VMware now counts more than 100 telco cloud and service assurance clients in production serving over 800 million mobile subscribers. Telco – the only vertical business within VMware – figured prominently in the keynotes as well, with the launch of VMware’s ‘Project Maestro’ telco cloud orchestrator as one of the main points of CEO Pat Gelsinger’s presentation. Continue reading “VMworld Europe 2019: Powering Telco Cloud-Native Transformation”

Launch of Three New Streaming Services Represents Threat and Opportunity to Broadband Operators

John Byrne – Service Director, Global Technology Telecom and Software

Summary Bullets:

  • Apple, Disney, and Google are all introducing new streaming services in November that are likely to create new levels of network performance challenges for broadband operators due to their use of 4K video and, in the case of Google Stadia, new uplink requirements.
  • Broadband operators should be able to monetize this new network usage in the form of upselling to higher-volume data plans. However, to do so, they will also need to invest in new network technologies to ensure they can stay ahead of demand.

Network operators are bracing for the introduction of a trio of high-profile, well-funded streaming services in November.  The new services are likely to introduce new challenges to network operators already struggling to keep up with growing demand for streaming video services.  This may provide a strong upsell opportunity for network operators, but it may also require a new wave of network investment for operators to stay ahead of the demand curve. Continue reading “Launch of Three New Streaming Services Represents Threat and Opportunity to Broadband Operators”