Net Transformation tackles a broad set of topics around operator efforts to evolve and otherwise transform their telecom networks in an effort to reduce complexity, keep costs in check and earn new revenues.
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”→
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.
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.
This year’s Huawei Global Mobile Broadband Forum included a strong focus on 5G core network evolution.
Unlike discrete access technology evolution, the 5G core network must evolve smoothly into a radically new form (and so must carrier organizations).
This year’s Huawei Mobile Broadband Forum (MBBF 2017) was held in London and boasted a record attendance of 1,400. Nevertheless, that particular number (of people) was completely eclipsed by the ‘number clouds’ appearing on massive screens behind Huawei’s CEO, Ken Hu, as he delivered his opening pitch. Driven by the increasing number of machines which will be connected to the 5G network in the coming years, cows – connected cows; one billion of them – were his first 5G use-case illustration. Continue reading “Huawei Global Mobile Broadband Forum 2017: From Connected Cows to 5G Core Network (R)evolution”→
AT&T and Verizon announced a joint venture with Tillman Infrastructure under which Tillman will build hundreds of cell towers across the country. Both AT&T and Verizon will lease and co-anchor towers built under the agreement.
The deal is likely designed to pressure ‘big three’ tower companies Crown Castle, American Tower and SBA Communications to negotiate more favorable terms, but it is not clear Tillman has the clout to have much of an impact on operators’ bargaining positions.
AT&T and Verizon announced a joint venture with Tillman Infrastructure on November 13th under which Tillman will build hundreds of cell towers across the country. Both AT&T and Verizon will lease and co-anchor towers built under the agreement. The operators indicate that the deal enables them to build towers exactly where they are needed; in practice, the Tillman deal provides AT&T and Verizon with an alternative to leasing space from tower companies such as Crown Castle, American Tower and SBA Communications. Continue reading “AT&T and Verizon Send Shot Across the Bow of TowerCos with Tillman Alliance”→
AT&T announced that it is building an “Edge Computing Test Zone” in Palo Alto, Calif to support developers and other AT&T partners in rolling out a diverse set of edge applications.
Given AT&T’s support for edge computing, the move isn’t surprising. However, it does raise questions about the set of use cases highlighted, and a specific call-out to wireless networks as well as the lack of any reference to network slicing are disappointing.
In very real terms, then, there’s nothing wrong with AT&T’s forthcoming “Test Zone” in Palo Alto, California. It aligns with AT&T’s interests and makes sense for any carrier planning to integrate edge computing into its network architecture in the future. It’s a good idea; getting developers engaged is critical for ensuring that they will be ready to support AT&T’s network evolution plans with compelling applications. But it also falls short in a number of fundamental ways. Continue reading “What’s Wrong with AT&T’s Silicon Valley Edge Computing Test Zone?”→