Malaysia Enterprise Telecom Update Q2 2022 – Mixed Developments but Positive Overall Progress

A. Amir

Summary Bullets:

• There were mixed developments in the telco enterprise ICT space.

• Despite positive progress, telcos should further expand their ecosystem partners for advanced technologies and wider collaborations.

There were mixed developments by Malaysian carriers in Q2 2022, from Maxis’ new 5G alliance, TM’s new solution arm (Credence), TIME’s partnership with Fortinet and its plan to sell its data center business and MCMC’s approval of the Celcom-Digi merger.

1. TM Launched Credence: After acquiring VADS and streamlining its enterprise business under a single brand, TM ONE, TM launched a new entity, Credence, as its cloud and digital service arm. As a new entity, Credence could innovate faster and capture the high-growth ICT market opportunity in the country. However, there could also be brand and back-end integration challenges. For more, please see TM Launched Credence, a New Enterprise Digital Business Arm to Redefine Its Position in the ICT Market, July 8, 2022.
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Now Robotics is Getting Interesting via Siri-like NLP Capabilities

C. Dunlap
Research Director

Summary Bullets:

• Natural language processing (NLP) market heats up under robotic process automation (RPA) integrations

• UiPath steps up its NLP play via acquisition

RPA vendors are adopting NLP technology at a rapid pace in response to enterprises’ stepped-up transformation efforts.

This week RPA vendor UiPath acquired AI pureplay Re:infer to help bolster UiPath’s native NLP capabilities. The start-up’s strengths are in transforming unstructured information from documents and communications into structured data, to be analyzed and integrated into broader automated workflows. Continue reading “Now Robotics is Getting Interesting via Siri-like NLP Capabilities”

[MS Word] Twins: Siemens and Nvidia Partner to Expand Industrial Twinning

Principal Analyst, Advanced Analytics

Summary Bullets:

• Much of the focus and hype regarding the digital world has been limited to providing immersive consumer entertainment.

• While the world awaits the metaverse, companies such as Siemens and Nvidia are building the software and hardware that helps businesses take advantage of digital technology.

The naming game that accompanies the introduction of new technologies can confuse end-users and perhaps impede adoption. The words virtual reality, augmented reality, and metaverse all describe a concept first introduced by Yale Computer Science Professor David Gelernter. In his 1992 book, Mirror Worlds, Gelernter describes a virtual, immersive world where many aspects of public life exist online as an extension and mirror or twin to the physical world. Although Professor Gelernter defined the notion of digital twinning, the roots of twinning go back to the Apollo space program as NASA built a physical twin for each spacecraft headed to the moon for troubleshooting purposes. The existence of this physical twin proved invaluable in returning the damaged Apollo 13 safely to earth. Continue reading “[MS Word] Twins: Siemens and Nvidia Partner to Expand Industrial Twinning”

ASEAN 5G Q2 2022 Roundup: Wider Partnerships Between Carriers and IT Providers

Summary Bullets:

• There were growing collaborations between carriers and IT providers that mutually benefit both parties.

• These partnerships will accelerate enterprise 5G developments in the region, but could also lead to challenges such as go-to-market and customer ownership.

Compared to the previous quarter (for more, please see ASEAN 5G Q1 2022 Roundup: Beginning of 5G Network Slicing and the Platform Play, April 8, 2022), there were a lot more initiatives on enterprise 5G driven by telcos and other industry players in Q2 2022. Telcos continued to enhance their 5G and service capabilities through partnerships with IT providers, including AIS with NCS, Maxis with HPE, M1 with Accenture, Celcom with HeiTech, and Indosat Ooredoo Hutchinson (IOH) with Tech Mahindra.

Continue reading “ASEAN 5G Q2 2022 Roundup: Wider Partnerships Between Carriers and IT Providers”

Amazon Goes All-in on Healthcare with $3.9 Billion One Medical Acquisition

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

Summary Bullets:

• Amazon caught both the tech and healthcare industries off guard when it announced it had reached an agreement with One Medical to acquire the tech-centric healthcare provider for $3.9 billion.

• The deal raised some regulatory red flags as critics questioned the data privacy implications of having a large retailer with a massive cloud platform having access to patient records.

Amazon’s planned One Medical acquisition stunned both the healthcare and technology industries. While the deal is not the retailer’s first foray into healthcare, the value of the deal and the pairing with Amazon’s other interests in both brick-and-mortar retail (Whole Foods and Amazon Fresh) and pharmaceuticals (PillPack) show just how serious the company is about pursuing an outsized role in the medical industry. One Medical, which operates just under 200 clinics, offers patients a subscription-based telehealth service, which dovetails with Amazon’s own Prime model. Continue reading “Amazon Goes All-in on Healthcare with $3.9 Billion One Medical Acquisition”

Executive Departure Adds More Uncertainty to Broadcom’s VMware Acquisition

S. Schuchart

Summary Bullets:

  • Tom Krause is leaving Broadcom to become CEO of Citrix-Tibco, increasing tensions around the planned acquisition of VMware.
  • Broadcom CEO Hock Tan is taking over the Broadcom Software division, but there may be a chance that VMware’s leadership team could run the division if the acquisition closes.

The latest chapter in the saga of Broadcom’s quest to buy VMware sees the architect and face of the deal, Broadcom Software President Tom Krause, leaving Broadcom to become CEO of Citrix-Tibco. For fans following along at home, Citrix was purchased by private equity firms Vista Equity Partners and Elliott Investment Management that plan to merge Citrix with Tibco. The merger of those two is much like the purchase of VMware by Broadcom – a move with very few synergies that leaves everyone scratching their heads and wondering why. It seems as if the thought process is that any software company can be merged with any other… because they are all software, right?

Continue reading “Executive Departure Adds More Uncertainty to Broadcom’s VMware Acquisition”

MuleSoft Conference Touted Integration but Downplayed API Security

C. Dunlap

Summary Bullets:

  • MuleSoft Connect delivered on Dreamforce promises made in late-2021.
  • MuleSoft executives missed the opportunity to provide thought leadership on API security and DevSecOps.

Salesforce’s notable integration business, MuleSoft, used its annual conference this week to deliver on the general availability of its Dreamforce announcements made in late-2021. While this week’s recap around intelligent automation, robotic process automation (RPA), pre-built connectors/accelerators, low-code, and collaboration was short on new technical updates, the company achieved its purpose of highlighting the importance of MuleSoft’s highly coveted integration and application programming interface (API) management technology for helping global companies, big and small, accomplish digitization.

Continue reading “MuleSoft Conference Touted Integration but Downplayed API Security”

Atos’ Future Will Bring a Much-Needed Restructure

R. Bhattacharyya

Summary Bullets:

  • Atos announced plans to split into two companies: one will focus on digital solutions and the other on information systems.
  • There is still much uncertainty regarding what will happen to Atos in the long term, with rumors flying of a potential acquisition by another French organization.

For France-based Atos, significant change is imminent. In mid-June 2022, the IT services provider (ITSP) announced plans to split into two companies:  SpinCo will offer high-growth solutions that support digital transformation, big data (including Atos’ computing portfolio), and cybersecurity; and TFCo (Atos’ Tech Foundations) will provide low-growth managed infrastructure services, digital workplace solutions, and professional services.  By restructuring, Atos is separating its higher-growth and higher-margin businesses from its underperforming divisions, which have been dragging the company’s overall financial performance down for several years.

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With Atos Partnership, ZainTech Is Positioning Itself to Capitalize on Next-Gen Enterprise Services Boom in MENA

I. Patel

Summary Bullets:

  • After it consolidated its digital and enterprise divisions into ZainTech in late 2021, the deal with Atos is a signal of Zain Group’s strategic direction.
  • The partnership with Atos is part of Zain’s strategy to allow ZainTech to enter into deals with major enterprise vendors and grow organic revenue by selling next-gen enterprise services to regional clients.

Zain Group announced a partnership with French technology company Atos to provide digital transformation services to ZainTech enterprise customers in the Middle East and North Africa (MENA) region. The deal comprises the provision of the following three services: a round-the-clock managed cybersecurity solution, a cloud solution to help businesses deliver next-gen digital technologies, and an end-to-end video analytics platform for customizable AI models (e.g., Atos Computer Vision Platform).

Continue reading “With Atos Partnership, ZainTech Is Positioning Itself to Capitalize on Next-Gen Enterprise Services Boom in MENA”

The Future of SLAs: Predictive and Outcome-Oriented  

G. Barton
G. Barton

Summary Bullets:

  • Enterprises should work with providers to develop more meaningful KPIs within SLA agreements.
  • AI technology is enabling predictive fault detection; working with providers will help improve AI performance.

Service level agreements (SLAs) are one of the tech world’s necessary evils and often one of its most ineffective tools. Ideally, no SLAs should be required; enterprises would much rather have the service work than be compensated for its failure. Furthermore, the financial penalty in SLAs is often nowhere close to compensating for the financial loss caused by an outage. GlobalData’s conversations with enterprises have revealed a lack of faith from enterprises in SLAs, with more than one IT manager referring to them as ‘pointless.’

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