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Research Type - Insights Research by Market - Mobile & Telecom Analyst - Ruomeng Wang Analyst - Stéphane TéralBy Attribute
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Ericsson resets its BSS strategyFebruary 07, 2019In January, Ericsson announced it is taking substantial measures to fix its struggling Business Support Systems (BSS) business, including the booking of provisions and restructuring charges of SEK -6.1 billion ($687 million) during Q4 2018. Ericsson has been pursuing a cost reduction and portfolio modernization strategy in an attempt to turn its Digital Services business into a profitable one, and it has reported some progress in the OSS and Cloud Core areas of the Digital Services portfolio—but none in the BSS area.Subscribers Only
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Going through severe turbulences, Huawei flexes its musclesFebruary 01, 2019Despite a wave of travel warnings issued by several Western countries, I made it in and back safely from China without any troubles. Surprisingly enough, I was warmly welcomed by the Beijing International Airport immigration officers and I have to say that I was impressed by the smooth process made possible by the implementation of new kiosks that take care of fingerprints and pictures prior to meeting an immigration officer. And when I left China, the security guards liked my Huawei badge and showed their deep appreciation by giving their thumbs up.Subscribers Only
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5G best choice architectureJanuary 30, 2019As LTE matures and Rel-15 standard freezes, mobile operators should start carefully considering available network upgrade paths. Unlike LTE, the primary goal of 5G will not only be about increasing data rates and network capacity. This time, 5G promises more opportunities and KPIs to address vertical industries and innovative applications for exploring new revenue sources. In the early life of 5G, operators will have the option to choose between two network deployment modes. Clients, please log in to download the report.
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How Netcracker became the first business cloud nutcrackerJanuary 17, 2019Already known for the innovative capabilities that propelled its cloud and SDN/NFV ascension over the past decade, Netcracker, a wholly owned subsidiary of NEC Corporation, never rests on its laurels and keeps pushing the envelope. This time around, though, the bar was lifted very high. Netcracker has developed and launched a new cloud-based service that essentially includes everything the company has in its OSS/BSS product and services offering. Named Business Cloud, the platform leverages Netcracker’s cloud-based SDN/NFV and IT portfolio—from VNFs to orchestration, OSS, BSS, portals, and a digital marketplace—and offers the complete set as a service to whoever needs to build a cloud infrastructure to turn up new digital services. Clients, please log in to view the full content.Subscribers Only
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2019: Mobile 5G starts, and the mobile infrastructure market comes backJanuary 16, 2019This is literally the continuation of our 2018 predictions—I recommend revisiting the 10 January 2018 Analyst Insight 2018: Fixed 5G starts, mobile infrastructure market crumbles again, and you’ll see that most of our predictions materialized and what we anticipated for 2019 has become the title of this piece. The 5G NR forecast was the only part that saw a significant change, at least from a unit perspective, as several thousand were deployed in 2H18 in many regions with minimal revenue recognized so far. There was clearly a serious deployment acceleration despite the lack of 5G devices: was the cart put before the horse? More to come on this when vendors and service providers report their financials in a few weeks—we’ll finally know if 2018 was the mobile infrastructure market bottom and whether 2019 marks the return of growth. Despite this 5G acceleration, our model maintained the market revenue bottom for this year, according to our 3 December 2018 Mobile Infrastructure Market Tracker – Regional – Q3 2018. We reported that many 5G new radio units were shipped with no revenue attached, which is responsible for this pattern. Clients, please lot in to view the full content.Subscribers Only
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2019: The 5G ramp-up resets telecom digital transformationJanuary 16, 2019With the US, China, South Korea, Japan, the Middle East, and the UK in the 5G driver’s seat, there is no doubt that some serious work needs to be done in the back office. 5G network rollouts are making headlines from a radio standpoint, and we expect a significant rollout ramp-up this year that will pave the way for nationwide coverage in 2020 in most of the above countries and regions. The question is, “What’s happening in the back office?” Not that much. It’s digital transformation business as we know it, so long as we continue to deal with the same use case—and that is us, human beings who have turned into mobile bandwidth hogs. Clients, please log in to view the full content.Subscribers Only
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2019 telecom capex is slightly up, but the global economy is slightly downJanuary 11, 2019In a turn from the desynchronized regional telecom capex growth we experienced for the past few years, the global economy started 2018 with strong, synchronized growth, but momentum faded as the year progressed and growth trends diverged. Notably, the economies of the eurozone, the United Kingdom, Japan, and China began to weaken. In contrast, the US economy accelerated, thanks to fiscal stimulus. Clients, please log in to view the full content.Subscribers Only
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Amdocs leads the convergent charging marketDecember 21, 2018To address several customer requests about convergent charging market vendor dynamics, we conducted additional research to further explore the “charging” segment of our 27 July 2018 Revenue Management Market Report - Regional; this segment accounts for $6B, or 51%, of the $12B total revenue management market revenue for 2017. After evaluating the convergent charging segment, which makes up more than 60% of charging, we found a slightly different ranking than for the full revenue management market: Amdocs stays at #1 with 17% share of the convergent charging segment, followed by Huawei (11%) and Netcracker (9%), which are #3 and #2, respectively, in total revenue management market share. Clients, please log in to view the full content.Subscribers Only
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The SON shone at TDA USA in rainy San FranciscoDecember 17, 2018As I did at the same time last year, I went back to my chairman role at Telco Data Analytics USA San Francisco, held November 28 and 29. For self-organizing network (SON) fans, pioneers, and pundits, it was rewarding to see the role SON is already playing in network automation, leveraging crucial data sets from big data analytics. Overall, the event covered a broad spectrum of players involved in different aspects of data collection, processing, sharing, and protection under General Data Protection Regulation (GDPR) rules. In fact, we started and ended the event on GDPR; as we’re all affected one way or another, it was a lively topic. Clients, please log in to view the full content.Subscribers Only
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There is only one way—the HuaweiDecember 11, 2018As a warm up for Thanksgiving festivities, Huawei pulled off its ninth Global Mobile Broadband Forum, an extraordinary two-day event at ExCeL London with a total of 2,200 attendees and participants, 57% more than last year’s event, which was also in London. Although it’s not yet at the level of the SalesForce.com event that gathered 170,000 attendees in San Francisco last September—one-fifth of the city’s population—Huawei remains by far the only company in telecoms that has the capability, resources, and capacity to organize such a big event with a C-level league of speakers. Clients, please log in to view the full content.Subscribers Only
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With 2G, 3G and LTE hardware revenues falling, 5G rollouts are coming to the rescueDecember 06, 2018Global 5G hardware revenue is expected to reach $19 billion in 2022, starting from a very low base of early adopters in the United States in the second half of 2018, followed by 5G rollouts in South Korea and massive 5G trials set for China in 2019.
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Don’t expect revenue from 5G services anytime soon!November 20, 2018We’ve been saying this since the start of the 5G discussion back in 2012. Let’s look at the reality: all markets are saturated, and consumers around the world complain about how expensive mobile services are whether ARPU is high or low like in Africa and India. People want better services and better experience at a lower price. Our observations from around the industry are that operators are still searching for potential new revenue-producing apps for 5G, and the big but unproven hope is IoT, based on the big but unproven idea that network slicing will work. Clients, please log in to view the full content.Subscribers Only
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Yummy—a network slice has been added to the telco menuNovember 07, 2018I’m just back from cold and rainy Berlin, where I chaired the second Network Slicing Summit, held 23 October 2018 at the Messe as part of the large annual Broadband World Forum. Like last year, 50+ people attended the Network Slicing Summit, but unlike last year, the event was totally standalone (it was a pre-SON World event last year). We had a well-balanced mix of standards bodies (e.g., 3GPP, ETSI, IEEE), trade bodies (GSMA and 5G-ACIA), academia (e.g., Cork Institute of Technology, University of Peloponnese), regulatory bodies (e.g., Ofcom), and service providers including BT, Bell Canada, Deutsche Telekom, KDDI, NTT DOCOMO, Swisscom, Telenor, Telefónica, Telia, Turk Telecom, and Vodafone. And of course, we ended up with as many definitions of network slicing as people in the room! Coined by our SDN and NFV research leader Michael Howard, here is our end-to-end network slice definition: “An end-to-end network slice is a logical partition or a virtual piece of a physical network, including fixed and mobile, physical and virtual, that has connections, capacities (bandwidth), and characteristics (e.g., SLAs) that make the slice look and act like a physical network to the user, program, or process that is using it.” Clients, please log in to view the full content.Subscribers Only
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5G Americas: The good, the bad, and the uglyOctober 24, 2018As usual, mid-October is the time to gather at the annual 5G Americas pilgrimage to cowboy nation: Dallas, Texas. And of course, Verizon was nowhere to be seen—just the usual suspects AT&T, Cable & Wireless, Shaw, Sprint (a recent member), T-Mobile US, and Telefónica. Clients, please log in to view the full content.Subscribers Only
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AI and the rise of chief data and digital officers (CD2Os)October 16, 2018Over the past decade or so, we have frequently heard about chief technology and information officers (CTIOs), the combination of the chief information officer (CIO) function with that of the chief technology officer (CTO). The rationale has been that because information technology (IT) and telecom network technology are converging and becoming more and more intertwined, the two offices can no longer be separate; instead, there is a need to form a single function aimed at harmonizing all changes, triggered by the implementation of best IT practices into telecom networks. Clients, please log in to view the full content.Subscribers Only
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Revenue management market looking up, grows 6 percent year over yearAugust 14, 2018Worldwide revenue management system revenue hit $11.8 billion in 2017, a year-over-year increase of 6 percent. Growth is being driven by the acceleration of digital transformation; the ability to develop, create and launch services quickly; and the need to retire legacy systems and consolidate various functions and parts into agile platforms.
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Despite an onslaught of efforts, vRAN is not ready for prime timeJuly 20, 2018As inquiries about the prospect of potentially virtualizing radio access networks (RAN) are mounting, this piece analyzes the most recent vRAN developments and explains why there remains substantial work to do before truly achieving the migration from current centralized RAN to cloud RAN architecturesSubscribers Only
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It’s hard to get rid of those good old DMS switches!June 12, 2018That’s the key takeaway from Ribbon Perspectives 18’s Network Transformation panel held on June 5 in Los Angeles. With more than 600 attendees and loud L.A. style music blasting before, between, and after sessions, the event keeps growing. And of course, you don’t want to miss those perspectives. The panel had representatives from BT, Bell, and Verizon, all talking about their ongoing network transformation initiatives. All three are big on the role of software defined networks (SDN) as the key enabler of automation while preserving some of the legacy nodes that are fully depreciated and providing high reliability. Clients, please log in to view the full content.Subscribers Only
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DTW 2018: The winding, bumpy road to digital transformationMay 21, 2018That’s what we heard first thing in the morning when TM Forum CEO Nik Willetts kicked off this year’s plenary session in rainy Nice, France. In fact, Willetts quoted a McKinsey study saying 70% of transformation projects fail; we found the 50% by directly asking some of our service provider relationships participating at the event, including Orange. And to clarify what we mean by “fail,” transformation projects are costly and do not necessarily deliver the planned ROI, nor do they contribute to lower opex. Overall, the event, rebranded Digital Transformation World (DTW), was as well attended as last year although we found the aisles of the show floor particularly empty on the last day, Wednesday, May 16. Does this mean everyone had had enough of digital transformation? Probably not—most vendors including Amdocs, Ericsson, HPE, Huawei, and Netcracker were very satisfied with the quality of the meetings conducted with their customers. Clients, please log in to view the full content.Subscribers Only
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Welcome to the Brooklyn 6G Summit!May 11, 2018Back to the annual pilgrimage to the Brooklyn 5G Summit! This year was the fifth, and you can certainly expect the sixth Summit in 2019 to be renamed 6G as this topic was a major lunchtime discussion Wednesday April 25 and Thursday April 26. Organizer and emcee Ted Rappaport, Professor of Electrical and Computer Engineering at New York University (NYU) Tandon School of Engineering and founding director of NYU Wireless, has already agreed to rename it 6G. Clients, please log in to view the full content.Subscribers Only
