Sprint & T-Mobile Merger Looking Real: What Does It Mean for the Enterprise?

K. Weldon

K. Weldon

Summary Bullets:

  • Industry ‘chatter’ is intensifying as a Sprint and T-Mobile merger attempt seems increasingly likely.
  • Given each company’s relatively weak position in enterprise services, a combination will not result in a superior enterprise mobility portfolio, at least at first.

Sprint and T-Mobile merger rumors have been circulating for many years, as the number two and three mobile operators are in many ways a likely pairing to go after Verizon and AT&T, possibly expanding business focus, lowering prices and improving customer responsiveness. Read more of this post

OSS Technologies Which Are Key to Container, Microservices Adoption

Charlotte Dunlap – Principal Analyst, Application Platforms

Summary Bullets:

• Vendors are supplementing platform services via OSS tools and frameworks
• OSS drastically improves time-to-market for next-generation architectures and technologies

I’ve just wrapped up a spring tour of app platform vendor conferences. Despite the fact that innovative technology rollouts promise Netflix-like continuous delivery of modern apps, I’ve got some concerns. Inevitably while attending smaller technology sessions during said conferences, I’d encounter parties from both sides of the DevOps equation expressing frustration and confusion around how to implement modern hybrid cloud app development solutions. Read more of this post

To Which Partners Do Businesses Look for Help with IoT Projects?

K. Weldon

K. Weldon

Summary Bullets:

  • Businesses looking for help with IoT deployments want companies with experience, in-house resources, and complete solutions.
  • When asked what they look for from suppliers for advisory, professional services, and other IoT requirements, the responses were diverse. Telecom service providers and IoT platform vendors appear to have unseated ITSPs and others for some key tasks.

A recent GlobalData survey of 1,000 global businesses deploying IoT projects included questions on the use of outside consultants and vendors to meet various requirements. The kinds of partners that were considered included equipment vendors (e.g., Cisco, Huawei), platform vendors (e.g., Ericsson, Cisco Jasper, GE, PTC), telecom services providers (e.g., AT&T, Verizon, Vodafone), IT services companies (e.g., Accenture, HPE, IBM), and software providers (e.g., Microsoft, Jive Software). The partner capabilities under consideration were technical consulting, systems integration, device and connectivity management, application development, proof of concept and testing, business consulting, and data analytics. The charts below show the full set of responses to these questions. Read more of this post

Live from LiveWorx: PTC Boosts IoT Morale and Momentum

K. Weldon

K. Weldon

Summary Bullets:

  • LiveWorx brings together a meaningful slice of the IoT ecosystem and boosts momentum for PTC’s role in empowering the market.
  • Cisco’s stats from Monday on the high percentage of IoT project failures splashed cold water on the industry, but PTC is not letting this impact momentum.

PTC’s LiveWorx, still in progress, is an annual lovefest for the IoT industry, with the additional benefit (to PTC) of boosting/cementing its already strong presence within the industrial IoT sector. The company’s ThingWorx platform competes with other IoT application enablement platforms, but is strongly differentiated. It is a purpose-built offer for manufacturing and a comprehensive platform that appeals to a growing number of PTC’s installed base which use its other offerings, including its CAD (Creo) tool and its Product Lifecycle Manufacturing and Service Management software. This year, the event was fortified by a major new release of the platform, ThingWorx 8, which adds enhanced platform capabilities and role-specific applications for engineering and manufacturing, along with new partners, more expansive educational programs, and a new collection of service offerings for customers and partners. Read more of this post

Cost Conundrum as Companies Quit IoT Shows Need for a New Business Model

I. Grant

Summary Bullets:

• Cost and higher priorities have led some firms to abandon their IoT plans

• IoT generates a small fraction of operators’ income

New research by GlobalData shows that the companies that give up on their IoT projects do so because they are too expensive to implement (41%), and because their priorities shift (23%). Another 21% found they are too costly to maintain.

GlobalData asked more than 1,000 users worldwide, mostly industrial firms, about their IoT investment intentions. Replies show that getting budget is less of an issue this year than last, suggesting firms are more willing to try out the technology. However, this also led to more projects being abandoned later in the project lifecycle. While most firms kill their IoT projects in the investigation phase, all firms in GlobalData’s 2016 survey pulled the plug at the latest during the pilot stage. This year, 6% abandoned their projects in each of the deployment and post-deployment phases, citing implementation and maintenance costs reasons. Read more of this post

AT&T, Verizon Stake Out U.S. Microwave Spectrum Licenses Ahead of Big 5G Broadband Expectations

B. Washburn

B. Washburn

Summary Bullets:

  • 5G’s high-frequency component holds the promise of very high-performance/low-latency millimeter wave mass-market communications. AT&T and Verizon are aiming for companies with large bundles of spectrum licenses.
  • Millimeter wave license holders struggled to monetize the business. The 5G spec makes mass-market promises, but the technology has to break cost and power usage barriers.

The latest U.S. spectrum auction wound down in April, raising US$19.8 billion – less than half of what the U.S. government expected – for 70 MHz of spectrum sold for cellular communications in the desirable sub-1 GHz band. Comcast, T-Mobile and Dish Networks bid heavily. But, incumbent mobile operators AT&T, Verizon and Sprint, usually starved for spectrum and willing to spend big, barely made a showing. Read more of this post

The Detail Devils of the IoT

I. Grant

Summary Bullets:

  • The John Deere copyright clause is a stark warning to scrutinize IoT EULAs.
  • Inaction could kill recurring revenue business models for thousands of manufacturers.

Companies looking to take advantage of the Internet of Things (IoT) need to scrutinize their end-user license agreements (EULAs). This follows an attempt by tractor manufacturer John Deere to use the Digital Millennium Copyright Act (DMCA), US legislation designed to prevent theft of intellectual property such as videos and music, to force customers to use licensed channels to repair their machines. Read more of this post

Public Cloud Wars Will Heat Up in 2017; Amazon and Google Battle Microsoft via Middleware Partnerships

C. Dunlap

C. Dunlap

Summary Bullets:

• Enterprises seeking greater infrastructure and data/application services efficiency are moving cloud-native and hybrid cloud application development to the public cloud.

• The next phase of cloud computing growth will be driven by containers, microservices, and Functions-as-a-Service, specifically those supporting mobile and IoT platform services.

Cloud-native and hybrid cloud application development is making its way to the public cloud as enterprises increasingly see Amazon Web Services (AWS), Microsoft Azure and Google Cloud Platform (GCP) as a viable infrastructure and data/application services model. In the past week, AWS and GCP separately increased their app development arsenal by way of two key middleware and mobile middleware partnerships. Read more of this post

How Lightweight Middleware and SOA Are Evolving into Fine-Grained Microservices

C. Dunlap

C. Dunlap

Summary Bullets:

  • SOA supports the idea of reusing application development resources and functions, while a microservices architecture allows the same at a much more granular level.
  • Microservices plus automation addresses CI/CD via distributed service components.

During the next 12 months, we’ll see a flood of structured DevOps architectures emerge to support the growing microservices trend, which in turn fosters continuous deployment.

The emerging trend around microservices enhances traditional Java EE multitier/n-tier architectures with distributed service components and greater use of automation to support continuous integration, continuous deployment (CI/CD). Note that Java EE is considered the dominant standard for building next-generation, business-critical, distributed apps. By breaking an app down into smaller components, developers can target specific units of the app with more frequent updates. This enables more frequent deployments, which is where CI/CD comes into play. Read more of this post

What Enterprises Can Expect from Enterprise Mobility Services Providers

K. Weldon

K. Weldon

Summary Bullets:

  • Current Analysis’s recently updated reports on global enterprise mobility services providers show relatively static portfolios.
  • There were some notable exceptions, with some providers focused on new business tariffs, network upgrades, and security enhancements, along with portfolio restructuring to add simplicity.

In October, Current Analysis updated its profiles on the leading global enterprise mobility services providers, including both operator-led or operator-affiliated companies (AT&T, Verizon, Vodafone, DT/T-Systems, BT, Orange Business Services, and Telefonica) and IT service providers (IBM, CSC, HPE, and Accenture). While some aspects of these providers’ portfolios have been stagnant (or stable, depending on one’s interpretation) over the last six months, two things stand out. First, while portfolios may not have not changed dramatically, this does not imply that service providers believe there are limited growth opportunities in the market; and, second, for those companies that did add new services or restructured their portfolios, differentiation is important. As a result, pricing or service elements may need recrafting to meet customer needs more effectively and competitively. Read more of this post