Capgemini Looks to Opportunities in Australian Government and Industry with Empired Buy

Summary Bullets:

M. Rogers

• Capgemini’s recent acquisition of Empired caps off a spending spree on Australian applications and data specialists that suggest a shift in focus to grow its business in Asia Pacific

• Capgemini’s broad capabilities paired with Empired, a Microsoft specialist strong in Western Australia with many clients in minerals, energy, and government, offers unique opportunities for growth in areas like industrial IoT

Capgemini Sets its Sights on Australia

French systems integrator, consultancy, and IT services provider Capgemini announced plans to purchase Empired, an Australian cloud and digital services provider based out of Perth. The acquisition brings over 1,000 professionals to Capgemini and augments the IT services provider’s footprint in Australia and New Zealand. The deal is expected to close at the end of 2021 for $233 million. Empired has offices in Sydney, Melbourne, Perth, Brisbane, and Adelaide within Australia. It also has significant operations in New Zealand and a sales office in the US.

Continue reading “Capgemini Looks to Opportunities in Australian Government and Industry with Empired Buy”

Digitizing Power & Utilities with 5G

Alfie Amir
A. Amir

Summary Bullets:

  • 5G is helping the power and utility sector to better automate some of its legacy systems, infrastructure, and processes.
  • 5G will continue to play an important role in helping the utility sector transition to smart grids and drive the industry into new operating models.

The power and utility industry was always a slow adopter of technology, but an old industry is beginning to embrace new ideas as part of the digital transformation journey.  There are many changes behind the scenes.  This is driven by smart grids, access to customer data, new regulation, and dramatic changes to the global energy market, and it encompasses power generation and distribution, a myriad of new competitors (brought on, in part, by new regulation), diversification, and increased usage of alternative energy.  There are also dramatic changes among consumers.  Major consumers of energy such as data center operators are pledging carbon neutrality.  To better compete, utility companies need to transform.  Business objectives like speed to market and operational agility need to balance a strong security posture with regulatory compliance.  As a new technology, 5G has been at the forefront of helping utility companies to lower operating costs, consolidate legacy environments, and be more responsive to the emergence of new market realities. Continue reading “Digitizing Power & Utilities with 5G”

What Is Driving the Unique 5G Success in China and South Korea?

m rogers
M. Rogers

Summary Bullets:

  • China and South Korea are leading the world in adoption for 5G services on the back of heavy CapEx investment to deliver rapid coverage and next-generation speeds early on from launch.
  • Adoption is also being driven by the development of value-added services and use cases for 5G technology in both consumer and enterprise segments.

China and South Korea: Leaders in 5G

5G is now here.  Around the world, operators are in the midst of their network buildouts and device vendors are pushing 5G-capable handsets, tablets, and wearables to the market.  However, two countries stand out in the speed at which consumers and enterprise have adopted 5G services.  According to GlobalData’s mobile broadband forecasts, by the end of 2020, China and South Korea outpaced the world in 5G adoption with 26% and 24% 5G subscription penetration of the population, respectively, compared to the global penetration of 5% at the end of the same period (for more, please see: Global Mobile Broadband Forecast,” June 25, 2021).  This rapid adoption of 5G is beginning to help operators in these markets grow revenue from mobile services, with overall 2021 mobile service ARPU in China and South Korea expected to rise. Continue reading “What Is Driving the Unique 5G Success in China and South Korea?”

Malaysia Enterprise Telecom Update Q2 2021: Major Cloud Developments

Alfie Amir
A. Amir

Summary Bullets:

  • Microsoft’s move to open new data centers in Malaysia will drive cloud adoption and may attract other hyperscalers to build facilities in the country.
  • Domestic telcos are expanding their cloud capabilities through partnerships and acquisitions to address the high-growth market.

This report discusses major enterprise telecom events based on announcements from industry players in the recent quarter.  For more on the previous update, please see Malaysian Telecom Update Q1 2021 (April 29, 2021).

1. Microsoft’s Plan to Open Data Centers in Malaysia: Microsoft announced plans to strengthen its regional presence by establishing new data centers in Malaysia, adding 1 million skilled local professionals, and forming the MyDigital Alliance Leadership Council to collaborate on cloud-first and digital-native policy recommendations. Continue reading “Malaysia Enterprise Telecom Update Q2 2021: Major Cloud Developments”

IoT Subscription Growth Forecasts Demonstrate Slow but Steady Progress

K. Weldon
K. Weldon

Summary Bullets:

  • GlobalData’s Q2 mobile trends report provides growth rates and insights into subscriptions for mobile networks across service types and regions; it also offers clues to the progress of IoT uptake in various regions.
  • Examples of operator traction and new initiatives are quite diverse, while regional growth rates are moderate, in the range of 12% to 16% CAGR. For all regions, IoT has steadily (if slowly) been gaining ground and the outlook is positive.

GlobalData’s Q2 mobile trends report provides insights into subscriptions for mobile networks.  Among many other key findings, it offers a clue to the progress of IoT uptake in various regions.  The following regional snapshots describe growth rates and recent operator initiatives. Continue reading “IoT Subscription Growth Forecasts Demonstrate Slow but Steady Progress”

Real Security Demands a Fundamental Change to Software Updates

2019 Schuchart Headshot Cropped
S. Schuchart

Summary Bullets:

  • IT security issues are being exacerbated by unregulated auto-update mechanisms.
  • Systemic and fundamental change to a centralized, approval-based update system is necessary.

A simple rule of thumb for complex systems is that wherever simplicity is added, there is corresponding complexity added elsewhere. For instance, in early PC computing, only software updates were required when the latest version was bought.  Bug fixes sent to existing users were exceedingly rare, as they required physical media.  With the advent of the Internet, physical media was gradually shunted to the side as bandwidth increased.  Bug fixes were suddenly available to anyone who wanted to download and install them.  Then came auto updating.  Software began to reach out on its own to check to see if it were up to date and, if not, updated itself.  Bugs were eliminated and security enhanced.  In turn, this enabled rapid iteration software development and the so-called ‘fail fast’ mentality for startups and app developers. After all, if the app was flawed, a patch would simply be applied as fast as the developer could make it. Continue reading “Real Security Demands a Fundamental Change to Software Updates”

700MHz Spectrum Plays a Pivotal Role in Delivering 5G Coverage

S. Soh

Summary Bullets:

  • 700MHz spectrum is a strategic band for operators to achieve better coverage including indoor and rural areas.
  • Mobile operators around the world, particularly in China, are using 700MHz spectrum to accelerate coverage expansion.

The deployment of 5G is gathering momentum around the world.  The number of 5G subscriptions reached 414 million globally in 2020, and GlobalData expects the number to more than double in 2021.  China is leading in 5G adoption, with its number of subscriptions representing 76% of the global figure in 2020.  GlobalData expects this to be the case in 2021 as the world continues to learn about 5G through the lens of China.  Globally, many operators have been awarded mid-band spectrum, typically in the 3.5GHz range, to kick-start 5G deployment.  With additional spectrum including between 80 MHz and 100 MHz of net new spectrum, operators can deliver much faster data speeds with 5G as compared to 4G, to demonstrate the value of 5G to both consumer and business customers.  However, the propagation characteristics of 3.5GHz spectrum mean that the coverage range from the cell site is more limited than the low-band spectrum (i.e., sub-1GHz such as 700MHz).  This means mobile operators need to increase the number of cell sites to achieve the same coverage area that they would using the lower frequency band.  It is also more difficult to penetrate walls and ultimately affect the coverage indoors, which is a problem in urban areas when using the higher band. Continue reading “700MHz Spectrum Plays a Pivotal Role in Delivering 5G Coverage”

Carrier Global Domination Dreams Conquered by Pragmatism

R-Pritchard 071521

Summary Bullets:   

  • The refocused geographical target of Deutsche Telekom’s T-Systems ICT solutions business highlights a fundamental shift in ambitions from carriers’ earlier global domination goals in the enterprise market.
  • Market evolution, technology developments, and commercial reality (the need to lower costs) have made carriers refocus onto more sharply defined target geographies and customers.

In the heady days of the 1990s, when telecom markets in the Western world opened up to competition, carriers developed plans for global domination – sometimes on a go-it-alone basis, but more often than not via partnerships and joint ventures. Who today remembers Global One (Deutsche Telekom, France Telecom/Orange, Sprint), Unisource (KPN, Swisscom, Telia), and Concert (BT-MCI, then BT-AT&T)?  Billions of dollars were spent investing in worldwide expansion ambitions, but nobody emerged as triumphant in the battle to dominate the global enterprise market.  More recently, Telefonica has been reducing its footprint in Latin America, Vodafone has refocused on Europe and Africa, and BT has been selling off its in-country assets outside of the UK.  T-Systems will still support key strategic accounts under its revised strategy, reflecting a reduction in MNC account ambitions which is salient across the whole sector. Continue reading “Carrier Global Domination Dreams Conquered by Pragmatism”

ASEAN 5G Q2 2021 Roundup: Wider Industry Collaborations Driving Enterprise 5G Ecosystem

Alfie Amir
A. Amir

Summary Bullets:

  • Indonesian telcos have launched 5G networks, while a Malaysian provider has detailed its deployment plan from this year until 2024. In more mature markets, telcos continue to expand their coverage and enterprise capabilities through new partnerships and collaboration initiatives.
  • 5G adoption has been revised slightly upward, driven by new launches and deployment commitments and wider industry collaborations.

Key Enterprise 5G Developments

April 2021 – Singtel Launches GENIE 5G-in-a-Box to Drive 5G Solution Development in Singapore: With 5G Garage and partnerships with AWS and Azure on 5G edge computing, Singtel is taking a further step with its 5G-in-a-box solution to accelerate enterprise 5G development in the country.  The portable and modular solution enables enterprises and device manufacturers to test and experience 5G networking as well as develop new applications anywhere with the need to join Singtel in its testing facilities.  Singtel also recently announced a Melbourne-based innovation center to focus on AI, cloud, and 5G solutions as part of its new enterprise strategy.  This could benefit its telco associates in the region such as AIS, Globe, and Telkomsel in driving the ecosystem and developing new 5G solutions in their respective countries.  (For more, please see Singtel and Ericsson’s GENIE 5G-in-a-Box Will Drive 5G Solution Development in Singapore,” April 13, 2021; and Singtel’s NCS Strategy Hits the Right Notes, but Might be Looking in the Wrong Places,” May 31, 2021. Continue reading “ASEAN 5G Q2 2021 Roundup: Wider Industry Collaborations Driving Enterprise 5G Ecosystem”

AI-Injected Automation is the New DevOps

Summary Bullets:

Charlotte Dunlap – Principal Analyst, Application Platforms

• Modernizing workflow processes has become a complex endeavor as a result of increased data sources and volumes

• Automation, when applied to IT, provides capabilities that bring insights and diagnostics into various backend systems

AI-injected automation has become the power source for digitizing companies in a pandemic era, ensuring resilience, agility, and efficiency for modern, distributed apps. Modernizing workflow processes has become a complex endeavor as a result of increased data sources and volumes, heightening the need for comprehensive data management, integration, and security strategies. Automation, when applied to IT however, provides capabilities that bring insights and diagnostics into various backend systems, including pre-determined automation of problem remediation and policy controls.

Continue reading “AI-Injected Automation is the New DevOps”