Red Hat Summit: Ansible’s Growing Prominence

C. Dunlap

Summary Bullets:             

  • Red Hat Ansible Automation Platform is growing in prominence within OpenShift and the industry in general
  • Ansible’s popularity has prompted a new round of key partnerships to expand OpenShift’s ecosystem

Red Hat Ansible has matured into a shining star, not only among OpenShift’s portfolio, but the industry in general for its ability to abstract the complexity of building and operating IT automation at scale as part of enterprises’ business transformations.

Continue reading “Red Hat Summit: Ansible’s Growing Prominence”

Vodafone UK M&A Rumors Indicate Further Consolidation During Cost-of-Living Crisis

R. Pritchard

Summary Bullets:

  • The incremental consolidation of the UK enterprise telecoms market continues in light of broader national combinations, with further deals inevitable.
  • Although driven by financial imperatives in a highly competitive market, these developments reflect a broader re-segmentation in the context of the current economic environment.

Following the creation of the Virgin Media O2 50:50 joint venture between Liberty Global and Telefónica via the merger of their respective Virgin Media and O2 UK businesses, there has been an increasing pressure on Vodafone, BT, and other players to improve investor returns by creating a greater scale through mergers and acquisitions.

Continue reading “Vodafone UK M&A Rumors Indicate Further Consolidation During Cost-of-Living Crisis”

ASEAN 5G Q1 2022 Roundup: Beginning of 5G Network Slicing and the Platform Play

A. Amir

Summary Bullets:

  • Singtel’s Paragon platform streamlines different 5G capabilities and can minimize the barriers to adoption of enterprise 5G solutions.
  • Leading providers such as Singtel and PLDT have started their initiatives on network slicing. This will enable wider enterprise 5G applications and private network solutions.

It was a slow start of the year for enterprise 5G in ASEAN, especially after strong momentum in 2021 with various industry collaborations and new feature launches (e.g., SA, MEC, private network).  There were only a few key announcements on new launches and partnerships.  Nevertheless, there were a couple of key milestones in market development in the region.  Singtel, one of the most advanced 5G providers in the region, launched an all-in-one 5G platform in the market.  This is crucial for driving enterprise adoption by streamlining diverse initiatives across various 5G capabilities such as private networks, edge computing, network slicing, and IoT.  This could also be the beginning of 5G platform plays enabling automated service provisioning and on-demand commercial models.  The second highlight is network slicing.  While the network slicing feature is still new in the market, several providers such as AIS, Singtel, and PLDT are taking a proactive approach to trials and include this feature in their 5G offerings to gain a competitive edge.  Other players are expected to build similar capabilities to close the gap in the near future. Continue reading “ASEAN 5G Q1 2022 Roundup: Beginning of 5G Network Slicing and the Platform Play”

Cisco and Private 5G – Clarification

Summary Bullets:

S. Schuchart

• Cisco’s Private 5G solution will be offered through its service provider partners

• Enterprises need the integration of private 5G solutions with their existing network management, identity, and policy tools

In early February, Cisco made an announcement of some new Wi-Fi 6E access points, new Catalyst switches, and lastly the new Cisco Private 5G offering, and I wrote a report for our clients about it. However, there was a mistake on my part. I posited that Cisco was challenging the service providers and offering the product directly to customers. The truth is that Cisco is offering its new Cisco Private 5G offering with service provider partners, not against them. Cisco was kind enough to point out my mistake and provided me with more details on their go to market strategy for Cisco Private 5G. For that mistake, I apologize to Cisco. However, it does bring up the opportunity to talk a little bit more about why the Cisco Private 5G offering is important to enterprises, regardless of where it was sourced.

Continue reading “Cisco and Private 5G – Clarification”

The Myths of the Metaverse  

S. Schuchart

Summary Bullets:

  • The metaverse should be divided into the consumer metaverse (CMV) and enterprise metaverse (EMV) segments for discussion.
  • Metaverse proponents must get past over-enthusiastic, get-rich-quick thinking and provide real value, particularly in the EMV segment.

The inaugural report on the metaverse from the enterprise technology group at GlobalData is now available to subscribers.  Discussion centers on not only the origins of the term ‘metaverse,’ but also hype, pitfalls, value, and the need to divide the market, at least at a high level.  GlobalData subscribers can read it here.

The metaverse can be logically divided into two macro parts: the CMV and the EMV.  At the time of this writing, momentum is coming from the CMV, where companies like Meta Platforms (Facebook) are driving interest, money, and attention.  The vast majority of the hardware is also coming from the CMV, at least for now.  This is one of those rare occasions when the technology flows up into the enterprise from the consumer space. Continue reading “The Myths of the Metaverse  “

Vocus and FSG Have Opportunity to Expand in Critical Verticals with OneWeb Services  

M. Rogers

Summary Bullets:

  • Vocus’ deal with OneWeb will greatly enhance its ability to provide connectivity services to the most remote sites using Vocus fiber as the backbone and OneWeb LEO as the last mile.
  • Partnership with OneWeb will enable FSG to accelerate its rural LTE/5G network rollout and increase its capabilities to offer private networks to the mineral and energy verticals.

OneWeb, a UK-based satellite connectivity company, recently announced two new partnerships with telecommunications providers in Australia.  The deals will see Vocus and Field Solutions Group (FSG) resell OneWeb’s wholesale and retail low Earth orbit (LEO) satellite connectivity services to consumers, governments, and enterprise in Australia.  Compared to traditional satellite connectivity, which is provided via geosynchronous orbit (GEO) satellites, LEO is much closer to the earth’s atmosphere and provides much higher-bandwidth, lower-latency broadband.  For example, in March 2021, OneWeb demonstrated speeds of 500 Mbps and 32ms latency in tests with its fleet of satellites.  By comparison, NBN’s GEO service, SkyMuster, has a maximum wholesale speed of 25 Mbps downlink and 5 Mbps uplink, with independent tests putting latency around 600ms.  OneWeb’s capabilities will give Vocus and FSG opportunities to expand their business in the critical energy and mining sectors in regional and rural Australia. Continue reading “Vocus and FSG Have Opportunity to Expand in Critical Verticals with OneWeb Services  “

Do Service Providers Still Matter?

G. Barton
G. Barton

Summary Bullets:

  • The range and strength of alternative options to traditional telecoms service providers (SPs) are increasing.
  • SPs still offer clear differentiators that make them relevant to modern enterprises.

The launch of Amazon Web Services’ (AWS) Cloud WAN proposition is another move by the public cloud giants into what has traditionally been the domain of telecoms service providers (SPs).  AWS Cloud WAN is in the same category as Microsoft’s Azure WAN suite of services (particularly Azure Virtual WAN) and builds on AWS’ existing Direct Connect and Transit Connect Gateway products – but this time with a proposition that is specifically designed as a WAN solution (rather than purely cloud access), therefore making it more coherent and easier to manage. Continue reading “Do Service Providers Still Matter?”

Field Solutions Group: The Rural Telco Tier 1s Should Keep an Eye On

M. Rogers

Summary Bullets:

  • FSG, a telco focused only on regional and rural Australia, is set to become Australia’s fourth MNO in 2022 as it builds out a 200-plus tower network.
  • The company has valuable spectrum assets, a unique neutral host approach, and a focus on critical verticals to become a threat in the enterprise 5G market in rural areas.

A little-known, fledgling telecom company called Field Solutions Group (FSG) has quietly become Australia’s fourth mobile network operator.  The company, which focuses specifically on providing FWA, NBN, and mobile services to regional and rural Australian businesses and government organizations, has an ambitious plan to build out more than 200 mobile towers in regional and rural Australia by 2023.  Currently, the company only offers FWA on its ‘Regional Australia Network,’ but through government grants from the Mobile Blackspot Program, technology partnerships with Optus, and the recent acquisition of Tasmanet, the company hopes to be a disruptive fourth MNO option for regional and rural governments and businesses.  While the company is small, earning AUD 18.8 million in FY 2021 (ended June 30, 2021), the company has a few things working in its favor that could enable it to become a real challenger to the largest telcos when competing for business and enterprise 5G revenues in rural and regional Australia over the coming years. Continue reading “Field Solutions Group: The Rural Telco Tier 1s Should Keep an Eye On”

ASEAN 5G Q3 2021 Roundup: Competition Heats Up

A. Amir

Summary Bullets:

  • The domestic competitions across ASEAN are heating up as providers are moving from network deployment to the solution development stage.
  • Leading providers are starting to commercialize their edge computing services and gain a first-mover advantage.

The enterprise 5G market in ASEAN is moving from network deployment to the solution development stage, led by early adopters such as the Philippines, Singapore, and Thailand.  Most telcos in these countries such as Globe, PLDT, M1, Singtel, Starhub, and AIS have enabled 5G standalone (SA) networks to support a wider range of enterprises applications through edge integration, lower latency, and network slicing.  The competition at the country level is also heating up, as providers are beginning to commercialize the solutions they have been developing through industry collaborations.  This includes Singtel’s edge computing and AIS’ 5G smart manufacturing solutions.  Service providers are also expanding their collaboration initiatives with enterprises from across verticals and are expected to launch more applications in the market in the near term.  AIS and Globe are Singtel’s associates; hence, the three providers could also gain an advantage in 5G solution development in their respective markets through knowledge and partner sharing. Continue reading “ASEAN 5G Q3 2021 Roundup: Competition Heats Up”

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”