KubeCon Europe 2021: Key Themes Centered on Observability and Service Mesh

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C. Dunlap

Summary Bullets:            

  • Prominent KubeCon themes included observability and service mesh.
  • New Relic and F5/NGINX made key announcements.

The open source software (OSS) community huddled up last week during KubeCon Europe, clearly affected by the past year’s strain on companies and DevOps teams, resolving to refine digitization via emerging technologies. Twice a year, KubeCon provides the industry with a developer-focused gauge of key trends and innovations related to app modernization, DevOps, and Kubernetes/container innovations. Continue reading “KubeCon Europe 2021: Key Themes Centered on Observability and Service Mesh”

Dell to Spin Off VMware – Steady as She Goes for Now

S. Schuchart

Summary Bullets:

  • The spinoff of Dell from VMware is long-term good for VMware customers.
  • Enterprise IT buyers and enterprise IT rivals to Dell need make no changes for the immediate future.

On April 15, 2021, Dell announced plans to spin off its VMware business, which will likely net Dell around $9 billion (USD) that it can used to pay down debt or go on an acquisition spree. Dell currently owns 81% of VMware, which it gained during its acquisition of EMC in 2015.  Beyond the obvious need to reduce its debt, it is widely believed that VMware (which still had its own stock) and Dell will both have higher values when they are evaluated as separate entities.  Michael Dell will remain chairman of the board for both companies. Continue reading “Dell to Spin Off VMware – Steady as She Goes for Now”

Verizon’s Mobile Security Index Highlights the Pandemic Effect

Summary Bullets:

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

• The pandemic prompted a rapid shift to remote work and IT security professionals found themselves under pressure to prioritize other operational elements over mobile security

• While the number of reported compromises actually fell over the course of the last 12 months, there is real concern that incidents are going undetected

During the pandemic, organizations have radically altered their operating models, many pivoting overnight to largely remote work. This left IT professionals scrambling to get new collaboration and productivity tools working, often on employee-owned personal devices. Many of these are in fact mobile devices, giving the latest Verizon Mobile Security Index a definite COVID context. The survey of 856 professionals who purchase, manage, and or secure mobile devices showed a subset of IT staffers under acute pressure to balance the need to support more flexible operations against protecting against new vulnerabilities associated with the work from home (WFH) movement.

Continue reading “Verizon’s Mobile Security Index Highlights the Pandemic Effect”

Blockchain Rivals Seek Out Banking Customers via Foreign Opportunities

C. Dunlap

Summary Bullets:

  • ConsenSys is partnering with the Chinese government’s blockchain network to integrate its technology across a nationwide system to spur blockchain use, focused on the financial sector.
  • Oracle has gained an edge in the competitive blockchain platforms space by integrating a new blockchain data format into its flagship relational database offering.

This quarter’s issue of GlobalData’s “Blockchain Watch highlights a set of aggressive moves between blockchain competitors, including the establishment of global partnerships (which involve foreign government entities) as well as the development of deeper integration between blockchain and traditional operational systems, further adoption of Ethereum, and the formation of partnerships that highlight unique use cases. Continue reading “Blockchain Rivals Seek Out Banking Customers via Foreign Opportunities”

SASE for Enterprises in the Post-COVID World

G. Barton
G. Barton

Summary Bullets:

  • SASE promises the unification of security and network routing policies.
  • To achieve a SASE methodology, enterprises need to think about both policies and technology.

The COVID-19 crisis has accelerated the move towards cloud/SaaS adoption and work from home (WFH).  The crisis has proven that, even with rushed deployments in less than ideal circumstances, both cloud and WFH are efficacious ways of doing business.  However, they are not without challenges, and one of the biggest challenges is how to architect and secure networks when dealing with a more distributed IT estate – particularly given the significant increase in cyberattacks that has occurred during the pandemic. Continue reading “SASE for Enterprises in the Post-COVID World”

Digital Acceleration – For When Digital Transformation Is Too Slow

G. Barton
G. Barton

Summary Bullets:          

  • Digital acceleration implements short-term tactical changes over longer-term strategic projects.
  • Digital acceleration is a response to changing customer demands, not just COVID-19.

Digital transformation has been an industry catchphrase for some time now.  Its definition is both vague and changeable, but it speaks to using technology to improve internal processes within an enterprise to deliver cost savings and/or improved performance.  It encompasses a wide range of technologies including cloud, SD-WAN, collaboration, IoT, 5G, blockchain, AI, and SaaS. 

However, there is a new buzz phrase on the block: digital acceleration.  So, is there a difference between digital transformation and digital acceleration?  The ‘helpful’ answer to that is ‘yes and no.’  The intentions of both digital transformation and digital acceleration are the same, as are the technologies involved.  The big difference is in methodology. Continue reading “Digital Acceleration – For When Digital Transformation Is Too Slow”

Telco Edge Computing in ASEAN

A. Amir

Summary Bullets:

  • Edge computing is still new in the ASEAN region, with very limited initiatives by providers and enterprises.
  • Providers and enterprises should start exploring the opportunity to gain a first-mover advantage.

The edge computing market is still new, but the ecosystem is developing fast with various initiatives and collaborations announced by key players in the last 12 months. This includes SK Telecom’s recent partnerships with VMware and Dell to offer edge computing in private 5G networking solutions (January 2021), AWS and Vodafone’s collaboration to roll out distributed multi-access edge computing (MEC) services in the UK (December 2020), Ericsson and Telstra’s initiative to develop enterprise use cases in verticals such as agriculture and smart cities in Australia, and many more. Edge computing has become a key focus for every provider across the technology stacks, including hardware vendors, cloud providers, telcos, and device manufacturers. Continue reading “Telco Edge Computing in ASEAN”

NCS Has Moved Out of Singtel Group Enterprise and Doubled Down on Digital Services

S. Soh

Summary Bullets:

  • NCS is investing in digital services, expanding its operations in China and Australia, and targeting key industry verticals.
  • NCS has gained greater autonomy moving out of Singtel Group Enterprise, to strengthen its regional capabilities in delivering digital solutions.

NCS, formerly National Computer Systems, was founded in 1981 to support the Singapore government’s initiatives related to IT implementation. It was acquired by Singtel in 1997, and it remains a key business within Singtel, delivering ICT solutions for enterprise customers both in Singapore and across Asia. According to Singtel, NCS has delivered revenue growth for seven years running. However, most of the business is generated in Singapore and especially within the public sector. NCS operated as a business unit within Singtel Group Enterprise for several years, but it has never been fully integrated with Singtel. The company has retained its brand name, and it has different capabilities than Singtel (e.g., consulting, business application services, AI, and automation) as well as a different business model (e.g., project-based, industry-focused, and bespoke solutions). Continue reading “NCS Has Moved Out of Singtel Group Enterprise and Doubled Down on Digital Services”

Telco SD-WAN in ASEAN: Significant Development, but What’s Next?

A. Amir

Summary Bullets:

  • The SD-WAN market landscape in ASEAN has evolved. Many telcos have added SD-WAN as part of their enterprise ICT portfolio.
  • The ASEAN telcos could consider multi-vendor offerings and overlay-underlay integration as the next steps.

There are two types of telcos. The first type is telcos that are aware of the increase in SD-WAN demand and leverage the technology to drive their network services. This type often comes from a consumer heritage and is looking to expand into an adjacent market. In most cases, they are alternative providers. These telcos have accepted the fact that the MPLS market is on a downtrend and will continue to decline. They position SD-WAN as a value-add to complement their existing connectivity services. There are also cellular telcos with small/no revenue from the fixed-line services which see SD-WAN as a new market opportunity. These telcos have been aggressive in driving the market and leveraging their brand and connectivity advantages to differentiate against non-telco competitors. The second type is telcos that are also aware of the growing SD-WAN demand, but see it as a threat to their connectivity business. These are often the incumbent telcos with a large portion of revenue from legacy connectivity services. Most of them still believe that the declining MPLS revenue is because of competition, not due to lower market demand. These telcos also often do not have any SDN/NFV capabilities. Some of them offer the service quietly/selectively with a below-the-line marketing strategy. Continue reading “Telco SD-WAN in ASEAN: Significant Development, but What’s Next?”

Outlook for 5G-Enabled Enterprise Solutions in 2021: The Potential Telco Game Plans

S. Soh

Summary Bullets:

  • While 5G-enabled enterprise solutions offer new revenue streams for telecom operators, they need new capabilities to develop and sell the full solutions, not just the carriage component.
  • Telecom operators will look to partnerships and/or acquisitions to gain the necessary competence to help customers in key industry verticals to transform their business operations.

Telecommunications companies (telcos) are at a crossroads as they rollout 5G and looking at how to monetize this investment. While they can continue to focus on selling carriage services, with the saturation of mobile subscription and competitive pressure, the hope of increasing ARPU from 5G connectivity remains elusive. Instead, many telcos are looking to enterprise solutions as a way to open up new revenue streams, leveraging 5G’s unique capabilities around ultra-low latency, reliability, and significantly higher throughput. Some will go even further and set new performance parameters with 5G. This shift inevitably involves moving into new territories for the telcos, including IoT, data analytics, cloud services, cybersecurity, etc., and bringing these capabilities together to solve business problems and prove outcomes. Emerging 5G enterprise solutions also tend to target specific use cases across various industries (e.g., smart factory, port automation, and connected utilities). Most enterprises do not know how 5G can help to transform their business and they rely on their technology partners to advise and show them the possibilities. Continue reading “Outlook for 5G-Enabled Enterprise Solutions in 2021: The Potential Telco Game Plans”