Infrastructure Vendor IoT Strategies: What Impact Do They Have on Service Providers?

K. Weldon
K. Weldon

Summary Bullets:

  • Last week, Nokia announced a strategy to build out private industrial LTE networks, Ericsson carved out four cellular IoT segments, and Cisco offered solutions to bring ‘intent-based’ networking to the edge.
  • What do these announcements imply about the future of the IIoT and how should service providers respond?

Last week, three of the most powerful infrastructure and networking equipment vendors made IoT-related announcements, some in conjunction with their Q4 earnings reports. While this clearly denotes how strongly they view IoT as a key growth market, it also brings into question their relationships with the operators which in many cases have been their primary customers. Continue reading “Infrastructure Vendor IoT Strategies: What Impact Do They Have on Service Providers?”

Reactive Microservices Breed Compelling New Reactive Networking Protocol RSocket

C. Dunlap

Summary Bullets:

  • Reactive microservices will play a key role in furthering adoption of microservices in 2019.
  • Important OSS technologies will further this mission, including RSocket.

GlobalData’s recent report on application platforms predictions for 2019 anticipates a two- to three-year delay for microservices application adoption among enterprise DevOps teams (please see: Microservices, Serverless Apps Won’t Take Off in 2019, but Kubernetes Importance Is Elevated,” December 18, 2018). Delays are expected for the emerging app development architecture aimed at helping companies fulfill business transformations and move apps and systems to the cloud, due to complex networking implications around cloud-native architectures. Despite delays, there are promising open source software (OSS) technologies coming to light this year which offer the most likely scenario for microservices adoption among enterprise DevOps groups. Continue reading “Reactive Microservices Breed Compelling New Reactive Networking Protocol RSocket”

What’s New in Enterprise Mobility Services?

K. Weldon
K. Weldon

Summary Bullets:

• The enterprise mobility services market is often seen as a cash cow, with a relatively static set of offerings hampered by a number of commoditized market segments (e.g.,a MDM), with few innovative service introductions.

• However, GlobalData’s latest analysis of this market shows clearly that there are still new often-innovative capabilities being introduced by operators that not only help business customers but also provide market differentiation.

GlobalData’s Competitive Landscape Assessment of the Global Enterprise Mobility Services market describes, ranks, and analyzes the latest portfolios and new service launches of top mobile operators (including AT&T, BT, Deutsche Telekom, Orange Business Services, Telefonica, Verizon, and Vodafone). The report also analyzes the key trends in the market. Continue reading “What’s New in Enterprise Mobility Services?”

IoT Forecasts Augur Well for Software and Services, a $226 Billion Market by 2023

K. Weldon
K. Weldon

Summary Bullets:

  • According to GlobalData, the global market for business-focused Internet of Things (IoT) technology, which consists of software, services, connectivity, and devices, reached $130 billion in 2018, and it is projected to reach $318 billion by 2023, a CAGR of 20%.
  • This forecast has implications both for IoT vendors and service providers as well as for the enterprises that will use their products and services to achieve operations improvements, cost reduction, and eventually revenue-generating products and services of their own.

GlobalData’s latest IoT forecast splits out technology into three segments: software and solutions, connectivity, and devices.
Continue reading “IoT Forecasts Augur Well for Software and Services, a $226 Billion Market by 2023”

SigFox Keeps on Truckin’

Kathryn Weldon – Research Director, Business Network and IT Services – Americas

Summary Bullets:

• Sigfox, while one of the first LPWAN providers, has been hampered by business and organizational problems, and faces significant competition from LoRa, LTE-M, and NB-IoT alternatives.

• At its annual Connect event the service provider hoped to turn the tide with good news about coverage and traction and a spate of service and network-related announcements.

At its Connect event in Berlin on October 25th, Sigfox sought to displace the growing concern that it is running last in the global race to provide LPWANs, in the face of standardized licensed spectrum alternatives NB-IoT and LTE-M, as well as networks based on competitive LoRaWAN technology, all of which have been gaining ground. The following public announcements from the event show a range of focus areas for the service provider, notably highly accurate, global location-based services for asset tracking, along with technologies that enhance its network performance and ease of deployment benefits.

Public Announcements

New Micro Base Station. The Access Station Micro provides an adaptable and easy-to-install solution to significantly enhance Sigfox IoT service coverage to billions of devices. A single gateway could cover large rural areas, hundreds of square kilometers without effort. Its extremely low energy consumption enables remote IoT applications where no power source is available with a single small solar panel and a low bandwidth satellite backhaul.
Continue reading “SigFox Keeps on Truckin’”

Blockchain Platforms Vendors Jockey for Mindshare

C. Dunlap

Summary Bullets:

  • IBM touts advancements made in Food Trust, its blockchain solution for the food ecosystem.
  • SAP highlights three blockchain technologies built on SAP Cloud Platform: Hyperledger Fabric, MultiChain, and Quorum.

The buzz around blockchain is intensifying, and mindshare grabs among platform vendors are playing out through an upswing in strategy and ecosystem updates. Cloud platform providers are being pressed to define the early stages and use cases of this emerging market, which promises to modernize decades-old financial and supply chain systems into digital ledgers. GlobalData has reported that platform services providers are well suited to expand their cloud services to include blockchain, which represents an abstraction layer for making it easier to incorporate blockchain capabilities into applications improving developer productivity (please see “Blockchain Watch: App Platform Vendors Dominate in Laying the Groundwork for Digital Ledger Transformations,” September 10, 2018). Continue reading “Blockchain Platforms Vendors Jockey for Mindshare”

Software AG Virtual Analyst Event: Cumulocity IoT Platform Goes up the Stack

Kathryn Weldon – Research Director, Business Network and IT Services – Americas

Summary Bullets:

• German-based enterprise software vendor Software AG held an innovative virtual product release event on October 10th, which focused on new capabilities across its portfolio.

• Of particular interest were new capabilities of its IoT platform, Cumulocity IoT, which are aligned with the industry, as vendors seek to move up from connectivity management to edge computing, application enablement, and advanced analytics.

Software AG’s Cumulocity IoT platform, acquired by the software vendor in March 2017, has maintained its solid reputation for connectivity and device management. It is sold directly to enterprises but is also provided to businesses through reseller agreements with operators such as Deutsche Telekom and Telefonica, value-added reseller Tieto, and Siemens, the latter of which uses it for the device connectivity element of its Mindsphere solution. But while the platform gets good technical reviews, it has often been relegated to “also-ran” status when compared to competing platforms from the likes of enterprise heavy-hitters SAP, IBM, and Microsoft, industrial expert PTC, and hyperscale cloud services providers Google and AWS.
Continue reading “Software AG Virtual Analyst Event: Cumulocity IoT Platform Goes up the Stack”

Verizon Scopes Out Vivid 5G Future

K. Weldon
K. Weldon

Summary Bullets:

  • Verizon’s analyst event detailed its product and roadmap stack from connectivity to managed and virtualized services, edge solutions, and SaaS-delivered applications.
  • Surprisingly, 5G was the technology discussed the most at the event, viewed by the operator as the growth engine of the future which will revolutionize industry by enabling ‘real-time’ business processes.

There’s a 5G arms race in North America! Europe’s operators, while some of the globe’s largest telcos, just aren’t approaching next-gen mobile networks with quite the same gusto as their U.S. cousins. Just take U.S. communications giant Verizon, which has already launched fixed 5G for consumers and is going to launch mobile 5G in 2019, pitched as the engine driving the next exponential growth opportunities in the business market. Continue reading “Verizon Scopes Out Vivid 5G Future”

MWCA 2018: It’s All About 5G

Kathryn Weldon – Research Director, Business Network and IT Services – Americas

Summary Bullets:

• Operator announcements at MWCA focused on 5G roll-out plans including cities, timelines, and infrastructure plans.

• As countrywide launches (with devices) for mobile 5G services are not slated until 2019/2020, the race to 5G does not mean much yet for potential business customers. Continue reading “MWCA 2018: It’s All About 5G”

What to Expect at Mobile World Congress Americas 2018

Kathryn Weldon – Research Director, Business Network and IT Services – Americas

Summary Bullets:

  • MWCA will focus on the latest advancements towards 5G services from operators, infrastructure equipment providers, device OEMs, and other members of the supplier ecosystem.
  • Other key areas of interest for enterprises will include demos and sessions on LPWANs, data analytics, AI, business transformation, and security of all types from UEM to multi-layer IoT security, to fraud prevention.

Anticipating the key themes at MWCA this year is not too difficult when we look at what things have and haven’t changed in the wireless industry over the past year. Clearly we are closer to actual 5G rollouts, so all vendors and operators that participate in the 5G value chain will be touting their wares, anticipating/touting possible use cases, and amping up the excitement for adjacent technologies that will be advanced by 5G such as AR/VR, enhanced video broadcasting and streaming, and advanced interactive gaming systems. On the pure B2B front, vendors will be discussing and demoing technologies that will benefit from low latency such as autonomous driving, robotics, and real-time video surveillance, while noting new business models, service tiers, and applications to be derived from 5G network slicing. 5G readiness, security, fixed vs. mobile broadband services, and regional and global insights will also be discussed, compared, analyzed, and otherwise dissected in panel discussions, presentations, and keynotes.

Continue reading “What to Expect at Mobile World Congress Americas 2018”