Amdocs Industry Analyst Summit: Complexity Is Our Friend

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

  • 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:

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Network Slicing: Technology or Business Innovation?

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

  • 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.

Last week, the GSM Suppliers Association, along with a who’s who of telecom networking vendors and industry associations (Nokia, Huawei, ETSI, GSMA, NGMN, IEEE, 3GPP), hosted its 2017 Network Slicing Summit, billed as “the first virtual event on 5G technology to serve all industries.” We had the honor of delivering a presentation as part of the summit. You can view a copy of it here. Read more of this post

5G: The Coming Business Transformation

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

  • 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.

The main message was simple – if not necessarily comfortable. Read more of this post

Huawei Global Mobile Broadband Forum 2017: From Connected Cows to 5G Core Network (R)evolution

David Snow – Principal Analyst, IP Services Infrastructure

Summary Bullets:

  • 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. Read more of this post

AT&T and Verizon Send Shot Across the Bow of TowerCos with Tillman Alliance

John Byrne – Service Director, Service Provider Infrastructure

Summary Bullets:

  • 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. Read more of this post

What’s Wrong with AT&T’s Silicon Valley Edge Computing Test Zone?

Peter Jarich

Peter Jarich – VP, Consumer Services and Service Provider Infrastructure

Summary Bullets:

  • 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.

As a member of ETSI’s Multi-Access Edge Computing group (MEC) and a prime driver of the ONF’s CORD (central office re-architected as a data center) specifications, AT&T’s interest in edge computing is no secret. Combined with a penchant for announcing its networking innovations and achievements, the carrier’s announcement of an Edge Computing Test Zone should have surprised nobody.

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. Read more of this post

Open Source MANO Projects – What Did We Learn From the SDN NFV World Congress 2017?

David Snow – Principal Analyst, IP Services Infrastructure

Summary Bullets:

• This year’s SDN NFV World Congress was marked by the two major open source MANO projects firing salvos at each other.

• At the end of the day, operators will choose what ‘works on the ground’, and that will be sourced from vendors and systems integrators, not open source groups.

This year’s “fifth anniversary of NFV” SDN NFV World Congress in The Hague, Netherlands prompted many appraisals of industry progress. One of the most fundamental developments during this period has been the inexorable rise of open source software. This has been particularly surprising in the NFV Management and Network Orchestration (MANO) space, generating a vast amount of activity and subsequent consolidation that has now distilled into two major open source projects vying for leadership: Open Source MANO (OSM) and the Open Network Automation Platform (ONAP). With an OSM Workshop on the Monday and an ONAP Mini-Summit on the Thursday, the two projects comprehensively “bookended” the Congress. Operators and vendors sometimes referenced one or other (or both) during the intervening days, so there could be no doubt as to their importance to the industry.

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