It’s Time to Leave Twitter

S. Schuchart

Summary Bullets:

• Twitter’s current erratic decision making represents environmental, social, and governance (ESG) risks for corporations now and in the long term

• Corporations should vote with their feet and choose the right thing for their business over Twitter’s marketing potential

The latest news on Twitter is that in response to a poll he himself ran, Elon Musk will step down as CEO as soon as (and if) a new CEO can be found. Since the beginning of Musk’s ownership of Twitter there have been erratic communications and unexpected changes coming from the company. The lack of consistency and transparency in particular around content moderation makes the reputational risks of using Twitter unacceptable and should compel corporations to abandon the platform. Continue reading “It’s Time to Leave Twitter”

Is the IoT Platform Market Consolidating or Falling Apart?

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

Summary Bullets:

• 2022 saw not only market leaders exiting the IoT platform market but also other changes in the IoT vendor ecosystem, including Semtech’s acquisition of Sierra Wireless and Telit’s acquisition of Thales’ IoT module business.

• These changes may signal a much-needed consolidation of a crowded, fragmented market but also show the difficulty of monetizing IoT platforms as standalone offerings.

The IoT platform market is more-or-less divided into two sub-markets. The first sub-market is the connectivity and device management platform market that has long been led by Ericsson and Cisco, both of which sell them to CSPs that in turn position them as enablers of managed services to enterprises along with IoT connectivity. CSPs generally have a revenue share arrangement with these third-party platform vendors. Many mobile operators such as Vodafone (GDSP), Telefónica (KITE), and Verizon (ThingSpace) have also developed their own platforms, as this gives them more control over feature sets and product lifecycles with the ability to add on capabilities such as hyper-precise location, rapid on-boarding, and usage visialization and analytics. It also allows the operators to avoid the revenue share deals, which erode profits. Operators use these platforms to enhance the value of their IoT connectivity services with the ability to offer VAS for management and visibility. In some cases, they do not charge the enterprise separately for connectivity management but use it as a built-in capability with which to entice enterprises to deploy IoT services via an easier to use end-to-end solution. Several operators have their own platforms but may use third-party solutions for particular customers. There are also vendors such as Huawei, Software AG, Nokia, and Telit that offer IoT platforms directly to enterprises.

Continue reading “Is the IoT Platform Market Consolidating or Falling Apart?”

GSA Report Confirms Key Trends in Private LTE/5G While Highlighting the Difficulty in Tracking Deployments

J. Marcus

Summary Bullets:

• The Global Mobile Suppliers’ Association (GSA) report demonstrates continued growth in private LTE/5G network deployments within key sectors and regions.

• The report is mostly consistent with GlobalData’s own market tracking data, but not always; variances in definitions and available data sources can account for discrepancies between the different databases.

The GSA has published its latest quarterly report on private cellular networks, adding data from another 66 new networks in Q3 2022 (and 214 during Q1 2022 to Q3 2022) for a total of 955. Its aggregate tracking statistics provide perhaps the most comprehensive view of trends in private LTE and 5G technology deployment over the last few years, given the participation of GSA members such as Ericsson, Huawei, Mavenir, and Nokia in the data collection. Among its key messages for Q3 2022 is that the three fastest-growing industry sectors had been mining, defense, and manufacturing. It also reports that manufacturing, education, and mining remain the three largest sectors in terms of number of deployments, although the actual size and scale of deployments varies by user type.

Continue reading “GSA Report Confirms Key Trends in Private LTE/5G While Highlighting the Difficulty in Tracking Deployments”

Nokia Private Cellular Networks Results Point to Market Challenges

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

Summary Bullets:

• Nokia’s Q2 2022 disclosures about its private cellular network market performance provide insights on the overall market, which is seen as a significant growth opportunity by a diverse cast of characters.

• Nokia experienced a slower new-customer growth rate over the last two quarters than in 2021. The company notes regional, seasonal, and go-to-market disparities with some verticals slower to adopt than others.

Nokia transparently discloses details of its private cellular wireless market performance to analysts each quarter, which not only provides insights on the vendor’s momentum, but also enlightens us with information on enablers and challenges that likely apply to most providers. As so many vendors and service providers see private cellular as a major growth opportunity, Nokia’s insights may help explain why the market is still at an early stage of enterprise adoption and why some provider segments appear to be doing better than others in gaining large numbers of new customers and associated revenues.

Continue reading “Nokia Private Cellular Networks Results Point to Market Challenges”

US and European Operators See Private Cellular Network Traction

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

Summary Bullets:

• GlobalData’s new report (please see ”Private LTE/5G Network Services”) profiles AT&T, Verizon, T-Mobile, Vodafone, Orange, Deutsche Telekom, Telefónica, and BT. These operators announced new wins/deals and diverse technology and use case-specific alliances over the last six months.

• Announcements disclose not only the expanded use of private cellular by customers, but also plans to deploy 5G more widely, leverage technologies such as AR/VR and edge, and to deploy low-latency applications.

Private LTE/5G network services are offered by leading mobile operators and are aimed at business customers looking for dedicated connectivity, security, and data privacy combined with the flexibility of cellular technology and its support for advanced use cases within industrial manufacturing sites and other geographically constrained environments such as utilities, mines, ports, and campuses. Many of these businesses are leveraging private 4G; others are deploying or planning to use 5G to take advantage of its high speeds and low latency, often in combination with edge computing. Private 5G is also positioned as a follow-on and/or complement to in-building/campus WiFi networks. Leading mobile operators are gaining new customers from private networks and anticipate substantial future revenues for connectivity, as well as value-added services such as design, testing, proofs of concept, integration, application enablement, edge computing, and ongoing management. According to the Global Mobile Suppliers Association, there are 889 commercial deployments of private cellular networks globally, including only one deployment per customer per country.

Continue reading “US and European Operators See Private Cellular Network Traction”

Hyperscalers’ Move in ASEAN – How It Will Change Domestic Telcos’ Strategy

A. Amir

Summary Bullets:

• Hyperscalers are making a move in ASEAN, expanding their footprints in key markets.

• Telcos will need to redefine their product and go-to-market strategies in the cloud, edge, and enterprise 5G.

Hyperscalers Are Making a Move in ASEAN
Leading hyperscalers are aggressively expanding their presence globally, with ASEAN being one of the key markets (for more, please see ”Hyperscalers Making a Move in ASEAN,” September 27, 2022). From Singapore, hyperscalers expanded to Indonesia and are now further expanding their footprints in the other key ASEAN countries such as Malaysia, Thailand, and the Philippines. Amazon Web Services (AWS) announced its Local Zones in the Philippines, Thailand, and Vietnam; Google Cloud is building new regions in Malaysia and Thailand; Alibaba Cloud opened new regions in the Philippines, and Thailand and has the widest presence in ASEAN; and Microsoft is planning to open new data centers in Indonesia and Malaysia. The move was driven by the growing demand for cloud services in the region accelerated by the pandemic. ”GlobalData Global IT Customer Insight 2022” shows that 75% of 166 ASEAN enterprises have increased their spending on cloud in 2022 while ”GlobalData Market Analyzer” (last viewed in September 2022) estimates that the cloud market in the region will double in the next five years from $16.3 billion in 2021 to $33.8 billion in 2026.

Continue reading “Hyperscalers’ Move in ASEAN – How It Will Change Domestic Telcos’ Strategy”

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.

Continue reading “NTT and VMware’s Partnership Demonstrates Need for Partnership in Edge Services Delivery”

Celona Focuses on Private Cellular Device Interoperability with Certification Initiatives

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

Summary Bullets:

• Celona raises the profile of its private network offering by introducing device certification and enterprise training programs to address interoperability, enhance plug-and-play experience, and increase the number of devices that work on its network.

• The new program streamlines the device certification process while providing rigorous performance testing, including suites for enterprise applications and measurements of parameters such as packet error rate, latency, handover time, and features for QoS and 5G routing.

Celona’s new device certification and customer training programs have several key aims. In order to expand its share of the increasingly competitive private wireless network market, Celona needs to expand the number of certified devices that work with its private wireless offering and edge software. At the same time, it wants to ease customer pain points, which it claims have not been addressed well by other providers. These include (1) the difficulty of finding the best devices for the customers’ particular use cases and environments; (2) making sure these devices work properly, not just from the perspective of the standard certification criteria such as regulatory compliance and device specifications for macro networks, but based on more rigorous performance testing; and (3) ensuring that these devices are interoperable. All of these issues feed into its marketing claims about having turnkey, plug-and-play solutions. The new customer training modules are also aimed at frictionless deployments, which in turn provide more satisfied customers and potential references. Specific elements of its new programs include:

Continue reading “Celona Focuses on Private Cellular Device Interoperability with Certification Initiatives”

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.

Continue reading “IoT Enhancements Among ITSPs Driven by Acquisitions and Alliances in 2022”

AWS’ Private 5G Service Hits the Market with a Big Asterisk

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

Summary Bullets:        

• Eight months after AWS announced it was bringing a private 5G service to market, the solution is now generally available in select AWS regions.

• The AWS Private 5G service comes with a big, carrier-style caveat at launch; it only supports 4G LTE with 5G coming sometime in the future.

After announcing it in December 2021, Amazon Web Services (AWS) has now rolled out its AWS Private 5G service to a wider prospect pool, but without 5G support. The misleading branding of the service will no doubt cause confusion, particularly given the fact that AWS hasn’t specified when support for 5G will be available.

Continue reading “AWS’ Private 5G Service Hits the Market with a Big Asterisk”