The Art of Buying the Market

R. Pritchard

Summary Bullets:

• Partnership positioned as a digital transformation of the London Stock Exchange Group’s (LSEG) technology infrastructure and data analytics using the Microsoft cloud and supporting over 40,000 Refinitiv financial institutions.

• Co-creation of such ‘foundational platforms’ by super-sized tech companies also have the advantage of ‘locking in’ customers for future revenues – if the regulators don’t intervene.

Co-creation is a growing trend across the technology market: It is the process of forming a close partnership or even joint venture to enhance customer solutions using technology in a digitizing world. The theory is that both large enterprises and their technology partners benefit from inventing new products and services, combining technology with deep industry knowledge.

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Cyber Resilience: Strategies for Operational Continuity in a Troubling Threat Environment

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• Security resilience, defined as the ability to protect the integrity of every aspect of the business against threats and unexpected conditions, is a top priority for 96% of the 4,751 enterprise organizations surveyed in recent Cisco-sponsored research.

• Of the enterprises queried, 41% report that there had been a major security incident or loss within the last two years.

In a time where enterprise risk is omnipresent, IT professionals operate in a heightened state of alert. Organizations are cognizant of the fact that they are not only being targeted by cybercriminals, but that an intrusion is more likely than not to occur. With this in mind, Cisco conducted its third annual Security Outcomes research to get a sense of what is working for organizations as they strategize to defend their enterprises against a relentless threat environment. The high-level takeaway is that IT departments are making powering through security incidents (not just recovering from them) a top priority, with 96% of the 4,700 surveyed organizations calling cyber resilience a crucial concern for their business.

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GSA Report Confirms Key Trends in Private LTE/5G While Highlighting the Difficulty in Tracking Deployments

J. Marcus

Summary Bullets:

• The Global Mobile Suppliers’ Association (GSA) report demonstrates continued growth in private LTE/5G network deployments within key sectors and regions.

• The report is mostly consistent with GlobalData’s own market tracking data, but not always; variances in definitions and available data sources can account for discrepancies between the different databases.

The GSA has published its latest quarterly report on private cellular networks, adding data from another 66 new networks in Q3 2022 (and 214 during Q1 2022 to Q3 2022) for a total of 955. Its aggregate tracking statistics provide perhaps the most comprehensive view of trends in private LTE and 5G technology deployment over the last few years, given the participation of GSA members such as Ericsson, Huawei, Mavenir, and Nokia in the data collection. Among its key messages for Q3 2022 is that the three fastest-growing industry sectors had been mining, defense, and manufacturing. It also reports that manufacturing, education, and mining remain the three largest sectors in terms of number of deployments, although the actual size and scale of deployments varies by user type.

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5G is Finally Available in Malaysia, So What’s Next for Telcos?

A. Amir

Summary Bullets:

• 5G is finally available in Malaysia but there is still a lack of innovations with the service providers.

• 5G monetization may not be critical, but telcos need to expand their initiatives with partners to explore new applications.

5G is Finally Available in Malaysia

Malaysia started its 5G journey as early as 2019, but the service was only widely available in the country in November 2022, after all major telcos except Maxis signed the Access Agreement (AA) with the sole wholesale provider Digital Nasional Berhad (DNB). For more, please see Malaysia 5G Through SPV: One Step Forward and Two Steps Back, March 8, 2021 and 5G War Begins Again in Malaysia as Launch Nears, September 24, 2021. Those service launches were rather late compared to neighboring countries such as Singapore, Thailand, Indonesia, and the Philippines. Currently, Malaysian telcos are focused largely on offering 5G as part of their mobile plans for the mass market. There are limited initiatives with enterprises to leverage the technology to co-develop new solutions. However, with a fast-expanding population coverage from 33.2% in September 2022 to (planned) 80% by 2024, combined with a strong push by the government through various industry initiatives, enterprise 5G development in the country is expected to accelerate within the next two years.

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Planning Matters When Giants Fall

S. Schuchart

Summary Bullets:

• The most important companies of today may not be around tomorrow

• Planning for alternatives in technology purchasing/direction insulates from vendor instability

The recent travails of Twitter and its new owner have been the subject of considerable news reports and analysis. Twitter has been a fixture of social media for over a decade, and its fate is yet to be determined. The larger effect of Twitter’s current trials on the technology industry has been one of shock. Twitter, Facebook, Instagram, AWS, Google, Apple, Microsoft, and other “big tech” stalwarts have a feeling of permanence, a sense that these companies are forever. No member of IT staff or technologist can really go a day without encountering at least one of these firms. Their storied market prominence, technological achievements, and reputations all add to the feeling that these companies will be around and important forever. Continue reading “Planning Matters When Giants Fall”

AWS re:Invent 2022 – AWS Attaches Serverless Option to Popular Services

C. Dunlap Research Director

Summary Bullets:

• Lambda advancements further Amazon Web Services’ (AWS) DevOps agenda.

• AWS couples serverless computing with popular data management and app development tools.

During AWS re:Invent 2022, company executives emphasized how customers can leverage its high-productivity DevOps platforms and data management tools to move into the next phase of digitization and app modernization. This challenging phase of moving mission-critical applications into production is one that demands infrastructure configuration abstraction, greater participation of non-coders and data scientists, and data management, which includes automation and security.

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