Networks and services cannot be divorced from the vendors that help to make them a reality. The Vendor Transformation posts look to ways in which network infrastructure suppliers are competing or otherwise evolving themselves – for good or bad.
SoftBank plans to issue a sustainability bond to help fund its high-altitude platform station (HAPS) project designed to enable Internet service in currently hard-to-reach locales.
Investors may be reluctant to invest in the new bond because of the long timeframe to commercial viability, lack of a clear path to profit, and emerging competition from LEO competitors like Starlink and Project Kuiper.
Japanese investment management conglomerate SoftBank Corporation announced it will issue a sustainability bond to fund its novel HAPS project designed to enable Internet service in currently hard-to-reach locales. Sustainability bonds are becoming an increasingly popular way for telecoms operators to fund environmental initiatives; however, investors may be skeptical of SoftBank’s plans to use a sustainability bond to fund development of its still-unproven HAPS model. Continue reading “SoftBank Sustainability Bond Plans May Face Skeptical Investment Community”→
Orange’s expansion of its equipment refurbishing efforts to the radio network represents new levels of scale, complexity, and maturity in its circular economy initiative.
Fears that reused radio equipment will not match the improved energy consumption of new units have not been borne out in real-world usage.
In October 2021, Paris-based multinational telecoms operator Orange announced an agreementwith Nokia to increase its use of refurbished network equipment across its entire 26-country footprint. Beginning with radio access network (RAN) equipment, the arrangement will extend to other network infrastructure elements. In taking this step, Orange is establishing an advanced position that it hopes other telecoms groups will follow. Continue reading “Orange and Nokia Push the Circular Economy Forward with RAN Refurbishment”→
AT&T announced a new initiative designed to help its customers dramatically reduce greenhouse gas emissions. The company still has work to do on internal ‘greenification.’
Verizon is taking a different approach, issuing its second and third $1 billion green bonds recently to fund a host of renewable energy contracts.
AT&T arguably took a leadership position among U.S. telecommunication operators, announcing August 31 that it will drive a reduction of a gigaton of greenhouse gas (GHG) emissions —1 billion metric tons — by 2035, in conjunction with a consortium of partners that includes Microsoft, Equinix, Duke Energy, and a number of research universities. A gigaton is equal to roughly 15% of total U.S. greenhouse gas emissions and 3% of global emissions based on 2020 estimates. Continue reading “AT&T and Verizon Showcase Two Approaches to Environmental Sustainability”→
Samsung has traditionally found itself outside of the sphere of influence with European operators, but a combination of emerging vRAN and O-RAN technologies and geopolitics is creating a new opportunity.
The company’s O-RAN deal with Vodafone UK, announced in June, is small in size but could represent the beginning of a long tail of opportunity.
At Huawei’s recent analyst event, the company said that it was placing greater emphasis on building a services and software partner ecosystem.
Although Huawei has historically not built much of a partner ecosystem outside its local deployment and maintenance relationships, it now has several pieces in place to make more progress in the area.
At the annual Huawei Analyst Summit (HAS) in April 2021 – the second year it was conducted largely virtually – Huawei’s Software and Services leadership went into detail on its advancements and strategies for the group. Discussions touched several times on Huawei’s desire to build up its partner ecosystem, both to expand the innovation it can deliver to clients and to extend its reach to additional service provider business lines. Huawei has historically maintained a substantial ecosystem in local country network deployment and operations field forces, but its progress on building a service creation ecosystem has been less apparent. At HAS, Huawei executives made clear they understand that developing an ecosystem is vital to its goal of emphasizing software and services as a means to enhance customer loyalty and diversify its revenue stream in the wake of ongoing hardware supply chain challenges. Continue reading “Huawei Software and Services Lays the Foundation for an Ecosystem Play”→
Orchestration of IP infrastructure resources will become mainstream, replacing fragmented element and network management solutions to reduce complexity and operational cost.
5G private network initiatives will go global as operators position to capture lucrative new 5G network opportunities and address the needs of multiple vertical markets.
Resource Orchestration Matures
5G services and applications are driving more routed IP traffic into the network, with the traditional role of switched Layer 2 Ethernet traffic being sidelined and replaced by more dynamic routed IP flows. This is prevalent in the mobile transport and business Ethernet services domains, which were the last frontier that could claim a cost and simplicity advantage by remaining at Layer 2. The maturation of SDN, which supports a centralized control plane and distributed data plane, has been augmented with simplified routing protocols such as segment routing and Ethernet VPN (EVPN), which minimize the need for complex node-based management and control intelligence. It is painfully clear that the telco infrastructure must be fully automated in order to avoid being crushed by its own weight. Continue reading “2021 Predictions: Three Things to Watch in the CSP Transport & Routing Sector This Year”→
Carriers are coming face to face with 5G’s increased scale and complexity as well as the need to monetize network investments by developing many more services than before.
To design, deploy, and operate 5G networks profitably, carriers will need to increase automation, adopt AI, and select the right ecosystem partners.
With the July 2020 completion of 3GPP Release 16, we now have the first round of specifications for a full, end-to-end 5G network. Most wireless carriers have started to plan their journey to 5G, and a few are already providing 5G SA connections. During every stage of this journey, carriers are coming face to face with 5G’s increased complexity: more network nodes to install and maintain, more parameters to adjust, and more services to design and operate. Continue reading “5G Services: Embracing 5G’s Benefits While Taming Its Complexity”→