Telstra Health’s Potential Could Bolster Telstra’s Edge Ambitions

Summary Bullets:

M. Rogers

• Telstra Health has set ambitious revenue growth targets for FY2025, hoping to drive growth through developing new connected platforms cutting across the healthcare industry.

• There is opportunity for Telstra to work more closely with its healthcare subsidiary and leverage its edge, security and analytics capabilities to support Telstra Health’s goals and develop vertical solutions.

More than seven years ago Telstra invested in a new line of business as it looked to diversify revenues ahead of the launch of the NBN. This business, Telstra Health, has grown through the years to A$160 million in revenue for FY2021 ended June 30, 2021. This total does not include 2021 revenues from Telstra Health’s acquisition of medical practice management software provider Medical Director, nor its joint-venture (in which Telstra Health controls a majority stake) with medical budgeting and costing software provider Power Health. With recent acquisitions included, Telstra Health made A$250 million in FY2021. However, Telstra has even loftier goals for its health focused subsidiary; as announced at its Telstra Investor Day Part II, Telstra Health is targeting to double its revenue to FY2025, a goal of A$500 million.

Continue reading “Telstra Health’s Potential Could Bolster Telstra’s Edge Ambitions”

WebexOne 2021: Cisco Paints a Portrait of the Hybrid Workplace

G. Willsky

Summary Bullets:

  • WebexOne 2021 provided a window into how Cisco sees the hybrid workplace evolving.
  • Cisco has been aggressive in improving the Webex platform yet still faces intense competition.


Like its competition, Cisco has made supporting hybrid work the focal point of its cloud-based collaboration initiatives.  But Cisco stands out as being especially aggressive in assembling hybrid work capabilities.  In the past 12 months, the flagship Webex platform has seen more than 1,000 improvements.  The latest round was dissected at the recent WebexOne 2021 event.  The occasion served as not only a showcase of the latest and greatest from Cisco, but also a window into how the company sees the market evolving.  Some of the key highlights are described below. Continue reading “WebexOne 2021: Cisco Paints a Portrait of the Hybrid Workplace”

Malaysia Budget 2022 Enterprise ICT Takeaways: Sustainability and 5G Ecosystem

Summary Bullets:

A. Amir

• Sustainability is becoming increasingly important and should be part of enterprise ICT solution propositions.

• The TPM innovation hub will drive the enterprise 5G ecosystem and development in the country.

The Malaysian government announced the country budget for 2022 last week, allocating MYR332 billion ($80 billion) on operating and development expenditure as well as the COVID-19 Fund. The theme of the budget is mainly around economic recovery from the pandemic and there are also various initiatives in the overall ICT industry such as connectivity expansion in underserved areas, more funds for startups, and additional digital adoption grants for enterprises. However, sustainability and 5G ecosystem are rather new and would have higher impacts on the domestic enterprise ICT market.

Sustainability and Environmental

Initiatives: The government announced several initiatives such as the Voluntary Carbon Market to facilitate carbon credit trading and the Low Carbon Transition Facility to drive enterprises to adopt sustainability practices.

Continue reading “Malaysia Budget 2022 Enterprise ICT Takeaways: Sustainability and 5G Ecosystem”

An Aussie Broadband Over the Wire Merger Makes Sense, and Could Make Trouble for the Australian Telco Market

Summary Bullets:

M. Rogers

• Aussie Broadband has made a proposal to acquire Over The Wire for A$344 million, which if it goes through would make the combined company a top-five telco in the country.

• On the enterprise side there are lots of synergies, particularly with Aussie Broadband’s Carbon platform lining up with Over the Wire’s managed services capabilities.

Rapidly growing telco Aussie Broadband, made headlines last week when it made a non-binding offer to acquire business focused telco and managed service provider Over The Wire (OTW). After the leak both companies made official announcements to the ASX that an offer had been made to the tune of A$5.75 per share (equivalent to A$344 million). While both companies have clearly stated this does not mean a deal is imminent, and the official due diligence period will not come to an end until November 30th, the move makes a lot of sense and could create a real national level competitor in the enterprise telecoms and ICT services market, from the two upstarts.

Continue reading “An Aussie Broadband Over the Wire Merger Makes Sense, and Could Make Trouble for the Australian Telco Market”

Digitalizing the Customer Journey

G. Barton
G. Barton

Summary Bullets:

  • Businesses need to adapt their customer contact models to a world where remote is the default.
  • AI-powered digital technologies can play a powerful role in improving the customer journey – both independently and in tandem with human agents.

At AT&T’s 2021 Business Summit, GlobalData supported the American telecoms giant in exploring one of the key themes of the event: reimagining the customer journey in a post-COVID, cloud-enabled world.  This is a critical challenge for most businesses as the impact of COVID has fundamentally changed the relationship between customers and businesses, as well as the way the two communicate. Continue reading “Digitalizing the Customer Journey”

Collaboration Finds a Seat at the DevOps Table

C. Dunlap

Summary Bullets:

  • Salesforce’s Slack integration into high-productivity platforms eases IT’s ALM demands.
  • Microsoft initiated collaboration integration with developer platforms via Teams and Power Platforms.

Why have collaboration tools suddenly become an indispensable piece of the DevOps toolbox? Well, some might say the advent of the global pandemic and the rise of low-code’s prominence after being injected with AI have created the perfect storm for shoring up the next wave in app modernization. Continue reading “Collaboration Finds a Seat at the DevOps Table”

Now Is the Time for Businesses to Define the Future of Work

G. Barton
G. Barton

Summary Bullets:

  • Now is the time for businesses to be reassessing their workplace strategies.
  • Embracing change will bring benefits while resistance risks driving away key talent and younger employees.

The future of work is unknown, but one thing is certain: it will never be the same again.  COVID-19 lockdowns have ingrained working from home to an extent that seemed unlikely in the naïve, pre-pandemic days of 2019.  The return to the office has slowly begun, but it has been significantly delayed by the impact of new COVID-19 variants.  Another factor slowing the return to the office is resistance from employees.  This resistance is not necessarily militant, but is founded on a range of factors including freedom from the pressures of commuting, lingering health concerns, and most importantly, the fact that people have been able to do their jobs effectively while working from home.  In fact, GlobalData research shows that most companies suffered no negative effects from the implementation of work-from-home (WFH) cultures and processes, and almost half saw a productivity increase. Continue reading “Now Is the Time for Businesses to Define the Future of Work”

Connected Technology and Data Are Part of the Solution for Environmental Sustainability

D. Kehoe

Summary Bullets:

  • ICT contributes to a carbon footprint, but stats alone do not provide the full picture.
  • The industry is setting its own goals, but also enabling so many other sectors to be greener.
  • In the past two years, technology really kept us connected in the most challenging times.

GlobalData’s thematic research shows sustainability is one of the most important themes discussed in corporate boardrooms.  While previous decades have witnessed environmental movements, the current wave is unprecedented.  Each headline-grabbing event reinforces public opinion that companies must become more sustainable.  Sustainability is being reported in annual reports and established into corporate strategy.  Over the coming decade, the issue will further transform the way that business is conducted and extend across the supply chain.  Companies that take sustainability seriously now will be better placed to succeed, and technology will be part of the solution. Continue reading “Connected Technology and Data Are Part of the Solution for Environmental Sustainability”

8×8 Sets Its Sights on the “VIP” List of Cloud Collaboration Providers

Summary Bullets:

G. Willsky

• Customer Experience as-a-Service (XCaaS) represents the integration of UCaaS/CaaS.

• The chief mission behind XCaaS is raising engagement between employees from all parts of an organization and its customers to optimize the customer experience.

Appearances can be deceiving. In the cloud collaboration market, 8×8 lacks the name recognition afforded rivals such as Facebook, NICE inContact, Google, Slack, or Zoom. But the company stands out as one of the first to offer UCaaS (focused on employee communication and collaboration) integrated with CCaaS (focused on contact center agent interaction). XCaaS, or “Customer Experience as-a-Service” could lift 8×8 from the pool of “wannabes” and onto the VIP list.

Continue reading “8×8 Sets Its Sights on the “VIP” List of Cloud Collaboration Providers”

Should ASEAN Telcos Reassess Data Center Business?

A. Amir

Summary Bullets:            

  • Major ASEAN telcos are considering selling their data center business.
  • As the demand is shifting, telcos should consider reassessing their data center business strategy.

In the last few days, three major ASEAN telcos – PLDT, Globe, and Indosat – were reported to be mulling over their data center businesses, worth around $500 million (USD), $200 million, and $200 million, respectively.

Not a New Trend, but Has Been Happening for Years

Having telcos exit the data center market is not new: Verizon sold its 29 data centers in the America region to Equinix in 2016; Tata Communications sold 17 facilities in 2016 and its data center arm sold a 26% stake in its Singapore business in 2019; Lumen completed the sale of its data center and colocation business in 2017; AT&T sold 31 of its data centers to Brookfield in 2018; Telefonica sold off 11 data centers in 2019 and confirmed the sale of additional four facilities in 2021; PCCW sold its data center business in 2021; and Singtel has announced that it is considering selling off its infrastructure, including data centers.  However, the trend is only recently coming to the emerging ASEAN region. Continue reading “Should ASEAN Telcos Reassess Data Center Business?”