NTT and VMware’s Partnership Demonstrates Need for Partnership in Edge Services Delivery

J. Marcus

Summary Bullets:

• NTT and VMware integrated their respective private network and edge compute offerings – both were originally launched in 2021 – to offer the new Edge-as-a-Service.

• The partners will go to market jointly and coordinate sales, marketing, and customer co-innovations, with NTT delivering the managed service across its global footprint.

NTT Ltd. and VMware launched Edge-as-a-Service, a fully managed edge compute platform that runs on the Intel network and edge infrastructure and is complemented by NTT’s existing private LTE/5G offering based on technology from Celona. NTT is using VMware’s Edge Compute Stack, an integrated virtual machine (VM) and container-based stack to help organizations modernize and secure edge-native apps close to end users, while VMware – despite already offering a private cellular connectivity platform built on components from Druid Software and ASOCS – is now adopting NTT’s Private 5G as part of its edge solution.

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Fly by Wire

S. Schuchart

Summary Bullets:

• Wireless, especially 5G and WiFi6/6E, are so popular, the wired seems old-fashioned.

• Use the right technology for the application and don’t discount a wired connection.

We all swim in a world of radio frequencies delivering us music, television, data, the beloved voices of our friends and family, or the dreaded drone of telemarketers. Both 5G and WiFi 6E are the hot topic in enterprise wireless spaces, touted for everything from stadium connectivity to mass IoT. The sheer engineering of these technologies is awesome to behold, and the tricks radio-frequency engineers have learned over the years to coax more and more performance out of allocated spectrum is truly wonderous to behold. It’s reached the point where the very idea of using actual wiring – be it copper or optical fiber – seems quaintly old-fashioned outside of data center environments.

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Airtel and IBM Bring Complementary Assets to Deliver 5G-Capable Edge Computing

S. Soh

Summary Bullets:

• IBM and Bharti Airtel announced their intent to deploy Airtel’s edge computing platform in India, which will include 120 network data centers across 20 cities.

• This is a positive development for both firms, but there is still work to be done in educating the market, co-developing solutions with customers, and expanding the partner ecosystem.

Airtel’s edge computing platform delivers a hybrid environment based on IBM Cloud Satellite and Red Hat OpenShift; the business value is significantly enhanced when combined with 5G. Maruti Suzuki India intends to use the edge platform to increase accuracy and efficiency for quality inspections on the factory floor. Through Airtel’s 5G connectivity and IBM’s secured edge computing, enterprises can deploy and manage workloads in near real-time.

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IoT M&A and Product Exits Consolidate a Fragmented Market but May Augur Trouble

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

Summary Bullets:

• The last two weeks have seen unusual levels of mergers and acquisitions (M&A) activity within the IoT ecosystem and the announced exit of an IoT platform from a major vendor.

• These changes confirm a need for consolidation in an overly complex and fragmented market with a way to provide growth and longevity for vendors by enlarging product scope.

M&A

  • On July 29, Telit, a US-based provider of IoT technology solutions including hardware and management platforms, announced its intention to acquire the cellular IoT products of Thales, a French vendor of aerospace, defense, security, and digital identity solutions. These include Thales’ portfolio of wireless communication modules, gateways, and data modem cards that support 4G LTE, LPWAN, and 5G. Telit notes that the acquisition will expand its presence in new industrial IoT segments including payment systems, energy, e-health, and security. It also enhances the company’s ability to respond to demand for cybersecure IoT solutions in modules and cellular connectivity. In turn, Thales will take a 25% stake in the expanded Telit business, which will be rebranded as Telit Cinterion.
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IoT Enhancements Among ITSPs Driven by Acquisitions and Alliances in 2022

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

Summary Bullets:

• GlobalData’s latest report on IoT services from IT service providers (or ‘ITSP’ – please see: ”IT Services Provider IoT-Services Competitive Landscape Assessment”) highlights recent alliances and acquisitions that have given providers a deeper focus into industrial verticals or enhanced digital transformation capabilities with IoT and adjacent technologies.

• Looking at new services, partnerships, and recent alliances over the last six months, GlobalData ranks Atos as a ‘Leader’ in ITSP IoT services; Accenture, Capgemini, and IBM as ‘Very Strong;’ and InfoSys and Cognizant as ‘Strong.’

Recent key announcements from these providers not included in the aforementioned report (and others such as Tech Mahindra and Wipro) demonstrate how important recent acquisitions and alliances have been to fortify IoT offerings along with other digital transformation technologies such as AI, digital twins, 5G, edge, blockchain, and cloud services.

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Can North American IoT MVNOs Thrive in Difficult Times?

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

Summary Bullets:

  • Internet of Things (IoT) mobile virtual network operators (MVNOs) had to overcome reliance on connectivity-led portfolios as they court global enterprises while competing with mobile operators focusing on IoT as a growth area.
  • Those MVNOs that remain and thrive have re-vamped offerings to stay relevant, drawing customers with application enablement, vertical solutions, management platforms, and professional and managed services.

IoT MVNOs expand the reach of enterprises looking to connect IoT devices on a global basis, primarily via cellular technologies. They can expand mobile or fixed operators’ footprints as a partner or sell directly to OEMs and enterprises that need widespread, easy-to-use connectivity. They can also offer seamless connectivity in regions where a single carrier cannot provide service.

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Vodafone Delivers Purpose in Action

R. Pritchard

Summary Bullets:

  • Vodafone is seeking to demonstrate how it uses technology to address connected education and connected health markets in both developed and developing countries.
  • Propositions such as ‘school in a box’ and m-mama in Africa have helped in delivering the education sector and safer healthcare for pregnant women.

Vodafone recently presented examples of its Purpose initiative, whose goal is stated to be “we connect for a better future by enabling inclusive and sustainable digital societies.” The three pillars of this strategy are Digital Society (connecting people, places, and things and digitizing critical sectors); Inclusion For All (ensuring no one is left behind in a digital society); and Planet (tackling the climate crisis, reducing carbon emissions, and helping others reduce theirs). These all demonstrate practical implementations of the company’s environmental, social, and governance (ESG) agenda, as well as demonstrating that offering socially useful applications can also be a commercial opportunity.

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GlobalData’s Connected Enterprise Tracker Shows Industry 4.0 Driving Demand for Enterprise 5G and Private Networks

J. Marcus

Summary Bullets:

  • The Connected Enterprise Tracker is the new name for GlobalData’s unique database tracking Internet of Things (IoT) deployments.
  • It now includes details on hundreds of individual 5G and private network deployments by enterprises, in addition to thousands of IoT implementations.
  • GlobalData’s Connected Enterprise Tracker shows that the manufacturing sector accounts for 31% of the 5G and private network deployments since 2017.
  • Much of that activity is concentrated in Europe, where Industry 4.0 ‘smart factory’ developments have gained early traction.

GlobalData’s Connected Enterprise Tracker shows that the manufacturing sector accounts for 31% of the 5G and private network deployments since 2017 that we can identify by end-user organization. Much of that activity is concentrated in Europe, where Industry 4.0 ‘smart factory’ developments have gained early traction. Continue reading “GlobalData’s Connected Enterprise Tracker Shows Industry 4.0 Driving Demand for Enterprise 5G and Private Networks”

Announcements from Industrial IoT Services Providers Augur Well for Market Momentum

K. Weldon
K. Weldon

Summary Bullets:

  • Over the past six months, IoT service providers in the US, Europe, and APAC have been busily disclosing new capabilities, with close to 30 announcements, not including customer wins.
  • Announcements ranged from news on acquisitions and investments to new and enhanced services, technology alliances, and vertical solutions.  

New and Enhanced Services

New and enhanced services ranged from asset tracking improvements to expanded coverage, roaming alliances, managed services, wholesale expansion, and blockchain in conjunction with Internet of Things (IoT), edge alliances, and dynamic network access.

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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.

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