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.
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”→
• The wireless industry prepares to converge once again in Barcelona at MWC19.
• In addition to new 5G product and service launches and customer wins, political and financial concerns will serve as significant backdrops this year.
MWC19, the wireless industry’s largest event of the year, kicks off February 25 in Barcelona.
For network infrastructure vendors, MWC19 will serve as a launch point for a host of new products and services. Expect a number of 5G “plumbing”-related announcements from a host of vendors, including:
• Massive MIMO advancements
• Solutions designed to allow operators to support both 4G/LTE and 5G on a common core
• Similarly, flexible and programmable transport solutions that can support a host of to-be-developed 5G network slicing use cases
• Advancements in IoT platforms designed to help network operators do a better job of bringing the “connected X” proposition into a host of enterprises.
However, while 5G will obviously take center stage, as it has for the past three years, politics and financial concerns will serve as significant backdrops for this year’s event.
Huawei has endured a U.S.-backed campaign against it over the past year that has threatened its 5G prospects across the UK, Australia, Japan, and elsewhere. It will need to announce 5G-related deals at this year’s event to signal that it still has the support of a critical mass of the industry to thrive in the 5G era. Given the current urgency around this issue, Huawei will need to address security concerns more directly in its MWC19 messaging. Continue reading “Political Battles and Ongoing Restructurings Serve as Backdrop for MWC19”→
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?”→
Since taking the reins at Cisco in 2015, CEO Chuck Robbins has projected an image of stability, even as the company navigates tricky challenges like the move from hardware-centric to software-defined networks. However, the company has seen a steady stream of executive departures since Robbins’ tenure began.
After paying a $1 billion penalty, establishing a $400 million escrow account, appointing a new board, a new CEO, and a new slate of other executive leaders, ZTE has now begun the process of resuming normal operations as soon as possible.
With a lengthy ten-year probationary period now underway, ZTE must convey to the market that it is a committed and trustworthy partner in order to thrive in the emerging 5G era.
In light of the U.S. Department of Commerce’s April 15, 2018 activation of the denial order suspending ZTE’s export privileges for seven years, and ZTE’s May 9, 2018 announcement that it has ceased major operating activities, GlobalData has adjusted all its ZTE Company Assessment and Product Assessment rankings to ‘Vulnerable.’
If and when ZTE is able to return to normal operations, we will update these reports and ratings accordingly. However, if the U.S. Department of Commerce does not reverse its ruling, ZTE’s ability to continue as a going concern will be jeopardized.
The ongoing, existential threat to ZTE from the stiff sanctions imposed by the U.S. Department of Commerce last month has required GlobalData to revise its product and company rankings across the board to our lowest rating of ‘Vulnerable.’ The revisions affect ZTE assessments across all of our coverage areas, including Mobile Access, Fixed Multimedia Access, Transport & Routing, IP Services Infrastructure, Service Enablement Ecosystem, and Support & Operation Services. In total, we rank ZTE hardware, software, and services offerings in 20 categories. Continue reading “ZTE’s Forced ‘Hibernation’ Prompts Changes in GlobalData Coverage”→
The U.S. Department of Commerce delivered a stunning blow to Chinese telecoms vendor ZTE, activating a seven-year ban on U.S. firms from exporting any products to the Chinese company.
The decision – and possible Chinese countermeasures – could have major repercussions for a number of U.S. companies, highlighting the complex and highly interdependent nature of today’s telecommunications networks.