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”

Platform Equinix: How the Data Center and Cloud Ecosystem Transforms the Global WAN

SiowMengSoh
S. Soh

Summary Bullets:

  • New network service offerings are emerging and giving enterprise customers more options; the Equinix and Coevolve partnership is a good example.
  • Cloud connectivity and network edge services will become more important in supporting different IT workloads, and enterprises are better served by service providers that have a strong partner ecosystem.

Even for multi-national corporations (MNCs), there are now alternative providers to global carriers and system integrators for wide area network (WAN) services. With the adoption of cloud services, the ongoing shift to enable remote working, and business uncertainties (e.g., travel, retail, and hospitality), the network solution needs to be more agile to adapt to changing requirements.  The Equinix and Coevolve partnership is just one example. Continue reading “Platform Equinix: How the Data Center and Cloud Ecosystem Transforms the Global WAN”

UK Enterprises Heading for a High-Fiber Diet

Summary Bullets: Rob Pritchard

  • CityFibre is reportedly in talks over a GBP 1 billion stake sale to fund further UK fiber rollout.
  • BT has also stated that it is looking for a joint venture partner to invest in Openreach’s extended fiber rollout.

You wait years for a full-fiber rollout; then three come along at the same time. UK infrastructure providers have been looking to accelerate their fiber network rollouts, increasingly with the backing of financial/institutional investors. Continue reading “UK Enterprises Heading for a High-Fiber Diet”

Cisco Aims to Facilitate Events Suited for the Post-Pandemic World

Summary Bullets:

Gregg Profile Photo
G. Willsky

• Socio’s platform enables execution of hybrid events spanning in-person and virtual attendees.

• Event organizers benefit disproportionately from the platform as compared to meeting attendees.

In May 2021, Cisco announced its intention to acquire Socio Labs, an event management platform provider. The acquisition is expected to finalize in Cisco’s Q4 fiscal year 2021 (May-July) subject to customary closing conditions and required regulatory approvals. Cisco declined to reveal the value of the transaction.

Socio’s platform enables execution of hybrid events mixing in-person and virtual attendees. As the end of the COVID-19 pandemic draws nearer, “hybrid” has emerged in the lexicon to represent a new normal in the workplace – a blending of in-office and virtual employees. Cisco’s new events capability is a corollary to that reality.

Continue reading “Cisco Aims to Facilitate Events Suited for the Post-Pandemic World”

Facebook Workplace Is Poised to Become a Significant Threat to Collaboration Players

Rob Pritchard

Summary Bullets:

  • Facebook enterprise collaboration tool Workplace is being used by seven million paying subscribers, up 40% year-on-year.
  • Facebook is leveraging its internally developed platform, brand, customer base, and deep resources. Other providers of collaboration tools should pay attention.

The collaboration market is set to witness additional competition, as Facebook is becoming an important player with its Workplace software tool.

Everyone knows Facebook is big; more than three billion users worldwide prove that. But it’s a relative secret that Facebook is also big – and growing – in the business market, with more than 200 million customers.  Within that base, Facebook supports in excess of 30,000 organizations using Workplace, including seven million paid subscribers. Continue reading “Facebook Workplace Is Poised to Become a Significant Threat to Collaboration Players”

Zoom Sheds Its Video-Centric Roots and Blossoms into a Complete UC&C Vendor

Summary Bullets:

G. Willsky

• Zoom was first to market with a free platform combined with one-click meeting access. Usage quickly soared.

• Zoom’s popularity has generated challenges but the company has addressed them head-on.

COVID-19 has fundamentally changed the work environment. Enterprises have been forced to adapt with unprecedented speed to radically altered ways of doing business both internally and when engaging with customers, vendors, and suppliers. Flexible working and enhanced collaboration are now hardwired into organizations large, small, and in-between.

Continue reading “Zoom Sheds Its Video-Centric Roots and Blossoms into a Complete UC&C Vendor”

KubeCon Europe 2021: Key Themes Centered on Observability and Service Mesh

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C. Dunlap

Summary Bullets:            

  • Prominent KubeCon themes included observability and service mesh.
  • New Relic and F5/NGINX made key announcements.

The open source software (OSS) community huddled up last week during KubeCon Europe, clearly affected by the past year’s strain on companies and DevOps teams, resolving to refine digitization via emerging technologies. Twice a year, KubeCon provides the industry with a developer-focused gauge of key trends and innovations related to app modernization, DevOps, and Kubernetes/container innovations. Continue reading “KubeCon Europe 2021: Key Themes Centered on Observability and Service Mesh”

Malaysian Telecom Update Q1 2021

Summary Bullets:

Alfie Amir
A. Amir

• The Malaysian telecom market is undergoing a massive change with the 5G special purpose vehicle (SPV) and Celcom-Digi merger announcements.

• Telcos continued to expand their enterprise ICT capabilities to capture the growing opportunity.

This report discusses key trends, market impacts and recommendations for service providers based on major announcements from industry players in the recent quarter and GlobalData Malaysia Mobile Broadband Forecast Q4 2020 and Malaysia Fixed Communications Forecast Q4 2020 published on March 24, 2021.

Continue reading “Malaysian Telecom Update Q1 2021”

Virtual Care via BlueJeans Telehealth from Verizon Business Echoes In-Person Appointments

Gregg Profile Photo
G. Willsky

Summary Bullets:

  • The new BlueJeans Telehealth solution narrows the gap in quality between the traditional connected health model and an in-office visit.
  • Verizon Business could leverage the technological expertise amassed in building BlueJeans Telehealth towards similar solutions for additional verticals.

The practice of administering medical care in a virtual setting has become routine. Nevertheless, remote engagement between patients and medical professionals still lags in quality to an in-office visit.  The new BlueJeans Telehealth solution by Verizon Business narrows this gap by augmenting the traditional connected health model.  While BlueJeans Telehealth positions Verizon Business well in the healthcare vertical, the competition is not sitting still and thus success is by no means assured. Continue reading “Virtual Care via BlueJeans Telehealth from Verizon Business Echoes In-Person Appointments”