Are Private 4G/5G Networks a New Battleground for Operators?

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

ary Bullets:

• Mobile operators are hoping to generate substantial revenues from in-building 4G/5G networks; 5G in particular provides an opportunity to replace legacy WiFi and DAS systems and support both fixed and mobile use cases.

• However, private network initiatives from infrastructure vendors, coupled with a scramble for CBRS licenses, as well as DIY plans from companies and commercial landlords imply fierce competition for the operators. Can they win the battle?

Nearly every mobile operator touting future 5G use cases has discussed support for private “in-building” networks as a substantial opportunity, especially in industrial environments in which every machine and environmental parameter sensor will be connected and transmitting data in real-time. While some operators already offer private networks using 4G LTE, many are scoping out future 5G offerings which focus on IoT use cases in industrial environments. Continue reading “Are Private 4G/5G Networks a New Battleground for Operators?”

Will Maxis’ New Enterprise Strategy Work?

A. Amir

Summary Bullets:

  • Maxis redefined its enterprise strategy to grow its business in the managed services market.
  • The provider needs to tackle the real needs of enterprises instead of just replicating best practices.

The practice of consumer telcos entering the enterprise managed service market is not uncommon, especially for telcos playing in a mature market. Telcos are looking to expand their revenue streams, as business from the traditional services (e.g., data, broadband, voice) is no longer growing. Maxis, a leading consumer mobile provider in Malaysia, started this journey as early as 2010, although the consumer mobile market was still growing at that time and there was no critical need for the service provider to look for new business areas. The move was mainly driven by technology leadership, following ‘best practice’ from other global leaders at that time. Today, while the provider is still playing in the enterprise managed service market, the driver has shifted from technology leadership/innovation to a real need to grow revenue in the segment and hence the overall business. Without much success in the past (with only 1.4% growth in 2017 and 3.1% decline in 2018), Maxis recently shared its new strategy to grow its enterprise service (managed services, cloud and IoT) by threefold in five years, focusing on leveraging connectivity assets and replicating industry best practice. While the strategy looks promising, will it work for Maxis in the Malaysia market? Continue reading “Will Maxis’ New Enterprise Strategy Work?”

Operators at MWC: It’s Not Only About 5G

K. Weldon
K. Weldon

Summary Bullets:

  • While mobile operators certainly made a lot of announcements (and showed a lot of demos) about trials, use cases, and upcoming plans for 5G, there were also a lot of other topics on the table.
  • Other announcements focused not only on existing services (e.g., 4G, IoT), but also on changes deemed necessary for operators’ future success, focusing on collaboration, simplification, and internal transformation.

MWC was expected to focus on 5G, with new buildout plans and service trials, a sprinkling of new 5G devices, and titillating demos of AR/VR applications, AI-powered use cases, and self-driving cars. As expected, leading infrastructure vendors including Huawei, Nokia, Ericsson, and Cisco were touting 5G deals with leading operators and showcasing technology enhancements to support new 5G-powered applications. Continue reading “Operators at MWC: It’s Not Only About 5G”

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”