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).
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?”→
AT&T SHAPE 2018 preceded AT&T’s federal court win and subsequent closing of its acquisition of Time Warner by just over a week, highlighting AT&T’s confidence that it had the firm legal standing/precedent to move forward.
The focus of AT&T SHAPE 2018 was dramatically different from the 2017 version; for 2018, AT&T and partner vendors highlighted how new content will be both created and delivered to its customers.
AT&T’s SHAPE event took place once again in Burbank, California, during the first weekend in June. In some respects, SHAPE 2018 built upon the foundation set at last year’s SHAPE event. As in 2017, the SHAPE 2018 showcased the content and creative assets AT&T would take ownership of (i.e., Warner Brothers Studios) by utilizing the WB campus again, perhaps to reiterate the magnitude, breadth, and depth of the WB assets, both physically and virtually, and the vital role AT&T sees them playing under the AT&T umbrella. AT&T’s own description of SHAPE was of “an immersive event that explores the convergence of technology and entertainment.” Continue reading “AT&T SHAPE 2018: Visions of New Content Creation and Delivery Innovations”→
While the healthcare system in the United States, and abroad, is a complex ecosystem with an array of interdependencies that are influencing the way the market is evolving, four major trends are having a strong impact circa 2018.
Shifts towards “Value-based Care”. Particularly in the U.S., the healthcare system is faced with significant rising costs due to a very large portion of its population moving into retirement age. In response, the U.S. government, the largest payer in the healthcare ecosystem, is taking steps to shift reimbursements towards “value-based payments.” A central tenet of this approach is to encourage a shift in industry focus from “paying for procedures” to “paying for outcomes”. While the business impact of this trend is to transfer increasing amounts of financial risk from payers to providers and patients, the theory is that it will also result in more targeted and effective treatment and care plans.
The need to protect profitability. As the movement towards value-based care shifts more financial risks to providers, many are taking steps such as scaling up through M&A, opening practices in desirable geographies and investing in specialties to protect their profitability. For example, hospital systems are opening urgent care facilities in suburban and rural areas, drug companies are merging and/or buying retail pharmacies, and healthcare payers are partnering with health systems to help promote wellness programs.
• 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?”→
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.
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.