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?”

Telstra Health’s Potential Could Bolster Telstra’s Edge Ambitions

Summary Bullets:

M. Rogers

• Telstra Health has set ambitious revenue growth targets for FY2025, hoping to drive growth through developing new connected platforms cutting across the healthcare industry.

• There is opportunity for Telstra to work more closely with its healthcare subsidiary and leverage its edge, security and analytics capabilities to support Telstra Health’s goals and develop vertical solutions.

More than seven years ago Telstra invested in a new line of business as it looked to diversify revenues ahead of the launch of the NBN. This business, Telstra Health, has grown through the years to A$160 million in revenue for FY2021 ended June 30, 2021. This total does not include 2021 revenues from Telstra Health’s acquisition of medical practice management software provider Medical Director, nor its joint-venture (in which Telstra Health controls a majority stake) with medical budgeting and costing software provider Power Health. With recent acquisitions included, Telstra Health made A$250 million in FY2021. However, Telstra has even loftier goals for its health focused subsidiary; as announced at its Telstra Investor Day Part II, Telstra Health is targeting to double its revenue to FY2025, a goal of A$500 million.

Continue reading “Telstra Health’s Potential Could Bolster Telstra’s Edge Ambitions”

NVIDIA and Arm Deal in Regulatory Peril

Summary Bullets:

S. Schuchart

• The NVIDIA-Arm deal has interesting technological potential, but will likely chill competition

• Regulators worldwide are viewing big tech deals with an increasingly skeptical eye

In the ongoing saga of NVIDIA’s proposed purchase of the UK-based silicon design firm Arm Semiconductor Ltd. regulators have stepped in to stop the deal. Arm develops the architecture of the ARM processor, and then licenses it to other companies for use in their designs. ARM-derived processors have become extremely popular, appearing in almost every modern smartphone design, thousands of other proprietary, servers, and probably most famously as the latest CPU architecture for the Macintosh line of computers from Apple. Amazon’s AWS service has servers that AWS developed that use ARM architecture. In short, ARM is essentially everywhere and only Intel’s x86 architecture has had more success. ARM is the first processor architecture to get anywhere close and is considered vital in the technology marketplace.

Continue reading “NVIDIA and Arm Deal in Regulatory Peril”

Tableau Strives to Empower a Broader Audience with Business Science

Summary Bullets:

R. Bhattacharyya

• Tableau has introduced the concept of Business Science, which brings advanced data analytics tools to users that aren’t data scientists.

• During its mid-November user conference, Tableau debuted two new tools that support Business Science: Model Builder and Scenario Planning.

Tableau’s mission is to help all people better visualize and understand data. The company wants to make analytics, and the insights it can drive, available to line of business professionals throughout an organization. To support this vision, it has introduced the concept of Business Science. Business Science brings advanced data analytics tools to users that aren’t data scientists, yet feel comfortable working with data and have a strong understanding of the operational and overarching business issues facing their organization. The tools are powerful enough to offer capabilities such as customized views, drill downs, and predictions, but don’t require the expertise of a data scientist to manipulate them. Essentially, they empower the data-savvy, line of business professional to combine domain expertise with advanced analytics to make better decisions more quickly.

Continue reading “Tableau Strives to Empower a Broader Audience with Business Science”

WebexOne 2021: Cisco Paints a Portrait of the Hybrid Workplace

G. Willsky

Summary Bullets:

  • WebexOne 2021 provided a window into how Cisco sees the hybrid workplace evolving.
  • Cisco has been aggressive in improving the Webex platform yet still faces intense competition.


Like its competition, Cisco has made supporting hybrid work the focal point of its cloud-based collaboration initiatives.  But Cisco stands out as being especially aggressive in assembling hybrid work capabilities.  In the past 12 months, the flagship Webex platform has seen more than 1,000 improvements.  The latest round was dissected at the recent WebexOne 2021 event.  The occasion served as not only a showcase of the latest and greatest from Cisco, but also a window into how the company sees the market evolving.  Some of the key highlights are described below. Continue reading “WebexOne 2021: Cisco Paints a Portrait of the Hybrid Workplace”

Malaysia Enterprise Telecom Update Q3 2021 – Even More Cloud Developments

Summary Bullets:

A. Amir

• The rapid increase in cloud demand is pushing providers to innovate and drive the market competition.

• Malaysian telcos continued to add new capabilities through acquisition and partnerships.

This report discusses major enterprise telecom events based on announcements from industry players in the recent quarter For more on the previous update, please see Malaysia Enterprise Telecom Update Q2 2021: Major Cloud Developments, July 27, 2021.

1. Maxis Launched Right Cloud: Maxis stepped up its cloud play with the launch of Right Cloud. Moving from the basic cloud service (IaaS, PaaS, and SaaS) player, Maxis Right Cloud offers multicloud solutions that manage workload across multiple environments. Further, it also offers Right Network, integrating its cloud with network services, and Right Expertise, for cloud professional services.

Continue reading “Malaysia Enterprise Telecom Update Q3 2021 – Even More Cloud Developments”

Nvidia Goes “Full Stack” with Latest SUpercomputing and edge announcements

Summary Bullets:

C. Drake

• NVIDIA has unveiled a swath of solutions that reinforce its commitment to making high performance and edge computing more accessible and applicable to specific use cases.

• Differentiation will be crucial as NVIDIA doubles-down on efforts to target emerging opportunities in supercomputing and edge computing.

At its recent GPU Technology Conference (GTU), NVIDIA unveiled numerous solutions that reinforce the company’s commitment to becoming a provider of high performance computing (HPC) solutions to industries such as healthcare, automated vehicles, and robotics. The solutions announced at GTU also illustrate NVIDIA’s strategy to make its HPC solutions more accessible and available to a larger number of customers, and in different geographical locales, including traditional and cloud data centers, edge locations, and within the Omniverse, a platform developed by NVIDIA for hosting virtual 3D simulations of real physical world environments.

Continue reading “Nvidia Goes “Full Stack” with Latest SUpercomputing and edge announcements”

Telco Edge Still a Nascent Opportunity but Forecasts are Encouraging

Summary Bullets:

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

• GlobalData’s latest edge computing forecast provides an optimistic outlook for operators aiming to monetize recent investments in edge-related technology and services.

• Operator alliances in 2021 are aligned with edge investments, and include products and services from a broad ecosystem; they can extend telco capabilities, and lead to upselling opportunities for adjacent services.

The opportunity for operators that are making investments and forging alliances to leverage edge computing along with their 5G and fiber networks is expanding. Although much has been said about the dangers of striking partnerships with hyperscalers and SIs that may end up with the lion’s share of revenue, operators are discovering an assortment of advanced services and upsell opportunities by using edge as an enabler. GlobalData’s latest edge computing forecast) includes revenue forecasts for edge-related hardware, software, and services and reflects optimism about the ability of vendors and service providers to monetize investments in edge computing. Not only is there an opportunity for telcos to generate revenue directly from edge-related managed and professional services, but ultimately the service providers hope to draw enterprise customers that will be using edge resources to deploy advanced latency-sensitive applications, and offer them new IoT services, security and privacy enhancements, and end-to-end vertical solutions. Business customers can benefit from optimized workloads, using local or nearby computing and storage resources. They can save money on connections to remote clouds or data centers, secure private data, and take advantage of the high bandwidth and low latency enabled by operators’ 5G and fiber networks by using compute and storage resources at the edge of the operator network or on the customer premise.

Continue reading “Telco Edge Still a Nascent Opportunity but Forecasts are Encouraging”

Telstra’s Edge Platform Is Set to Lead the Way in the Australian Edge Market, but May Have Company Soon

Summary Bullets:

M. Rogers

• Telstra is looking to build a commanding lead in the enterprise edge platform solutions marker in Australia, announcing the roadmap for its platform and early use cases.

• While Telstra’s offering is comprehensive and unique in the market, like cloud, edge will have room for all kinds of players and Telstra will see more competition as the market matures.

Telstra recently updated the market with its roadmap for its new “Telstra Edge Compute” platform that launched its first solution. Telstra Edge Compute is comprised of various existing Telstra products as well as new ones developed through partnerships made over the past several years. Essentially the company is stitching together the results of the last few years of product development (Telstra Adaptive Networks, Telstra Adaptive Cloud, and Telstra Adaptive Edge) and partnerships (Ericsson/Cradlepoint, Microsoft Azure, and AWS) to provide an all-in-one “edge” solution to the market. In this case, “all-in-one” includes network and connectivity (Telstra 5G, NBN, or third party), SD-WAN, security (next generation firewalls, secure cloud gateways, endpoint security, secure network architecture, and monitoring), storage and compute infrastructure from Telstra, AWS Outposts or Microsoft Azure Stack, and Telstra IoT capabilities wrapped in professional services and service management led by Telstra’s consulting arm Telstra Purple.

Telstra’s edge is an extension of existing customer cloud and data center environments. As such, the Telstra Purple professional services component will be key. Like the cloud migration journeys many enterprises have undergone over the past several years, Telstra envisions a similar edge migration journey. Customers will undergo application, infrastructure, and security architecture discovery with Telstra guiding customers towards a mix of on-premises, edge and cloud deployments, and connectivity types based on application performance requirements.

Continue reading “Telstra’s Edge Platform Is Set to Lead the Way in the Australian Edge Market, but May Have Company Soon”

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”