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”

Need to be Sustainable and Efficient? Look to IoT, AI, and the Edge

G. Barton
G. Barton Research Director

Summary Bullets:

• Even if the macro-economic environment has made sustainability less of a focus, enterprises cannot ignore the need to collect data and be efficient.

• Efficiency and sustainability require an interconnected and integrated ecosystem of technologies.

The impact of inflation and a tightening global economy have realigned the priorities of many enterprises. One of the ‘victims’ of this shift in priorities has been ESG. While ESG remains important to enterprises (remaining in the top five of the key themes impacting businesses in 2023), it has slipped behind factors such as trade disputes, digital transformation, and regulatory compliance.

Continue reading “Need to be Sustainable and Efficient? Look to IoT, AI, and the Edge”

RingCentral DaaS is ‘Standard Issue’ but an Important Step for the Company

G. Willsky

Summary Bullets:

• RingCentral DaaS is an acknowledgement that competing successfully requires a broad platform encompassing both software and hardware capabilities.

• If RingCentral keeps innovating on its current path, it should retain a presence among top players in the cloud-based collaboration market.

Earlier this month, RingCentral introduced a Device-as-a-Service (DaaS) offer labeled RingCentral DaaS. The offer aligns with recent device trends in the cloud-based collaboration market and makes RingCentral a more formidable player.

Continue reading “RingCentral DaaS is ‘Standard Issue’ but an Important Step for the Company”

SASE or Zero Trust: Which Means More to Enterprises?

G. Barton
G. Barton Research Director

Summary Bullets:

• Enterprises like the idea of SASE, but zero trust is often more relevant to their business needs.

• Many enterprises feel they are not ready to implement either framework.

Secure access service edge (SASE) and zero trust network architecture (zero trust or ZTNA) are two of the go-to technology trends in the networking and security space at the moment. They grab attention because the idea of bringing network and security policies closer together is appealing to enterprises and often forms part of their IT strategy. The catch is that network and security convergence is often part of enterprises’ longer-term strategy (i.e., not before 2025), and it is often a vague aspiration rather than a definite plan.

Continue reading “SASE or Zero Trust: Which Means More to Enterprises?”

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?”

Contact Center Customers Speak Volumes at Cisco

G. Willsky

Summary Bullets:

• Cisco is taking a more customer-focused approach to the contact center space than previously.

• Cisco has married feature-rich contact center offers with a robust internal ecosystem of support.

In early December 2022, several executives from Cisco’s contact center business updated analysts regarding its go-to-market strategy. The discussion made clear that Cisco is investing heavily in optimizing its contact center capabilities. The company has recalibrated its approach to positioning, partner channels, and customer adoption. The changes place Cisco on more solid ground than before.

Continue reading “Contact Center Customers Speak Volumes at Cisco”

The Art of Buying the Market

R. Pritchard

Summary Bullets:

• Partnership positioned as a digital transformation of the London Stock Exchange Group’s (LSEG) technology infrastructure and data analytics using the Microsoft cloud and supporting over 40,000 Refinitiv financial institutions.

• Co-creation of such ‘foundational platforms’ by super-sized tech companies also have the advantage of ‘locking in’ customers for future revenues – if the regulators don’t intervene.

Co-creation is a growing trend across the technology market: It is the process of forming a close partnership or even joint venture to enhance customer solutions using technology in a digitizing world. The theory is that both large enterprises and their technology partners benefit from inventing new products and services, combining technology with deep industry knowledge.

Continue reading “The Art of Buying the Market”

Cyber Resilience: Strategies for Operational Continuity in a Troubling Threat Environment

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

Summary Bullets:

• Security resilience, defined as the ability to protect the integrity of every aspect of the business against threats and unexpected conditions, is a top priority for 96% of the 4,751 enterprise organizations surveyed in recent Cisco-sponsored research.

• Of the enterprises queried, 41% report that there had been a major security incident or loss within the last two years.

In a time where enterprise risk is omnipresent, IT professionals operate in a heightened state of alert. Organizations are cognizant of the fact that they are not only being targeted by cybercriminals, but that an intrusion is more likely than not to occur. With this in mind, Cisco conducted its third annual Security Outcomes research to get a sense of what is working for organizations as they strategize to defend their enterprises against a relentless threat environment. The high-level takeaway is that IT departments are making powering through security incidents (not just recovering from them) a top priority, with 96% of the 4,700 surveyed organizations calling cyber resilience a crucial concern for their business.

Continue reading “Cyber Resilience: Strategies for Operational Continuity in a Troubling Threat Environment”

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”

5G is Finally Available in Malaysia, So What’s Next for Telcos?

A. Amir

Summary Bullets:

• 5G is finally available in Malaysia but there is still a lack of innovations with the service providers.

• 5G monetization may not be critical, but telcos need to expand their initiatives with partners to explore new applications.

5G is Finally Available in Malaysia

Malaysia started its 5G journey as early as 2019, but the service was only widely available in the country in November 2022, after all major telcos except Maxis signed the Access Agreement (AA) with the sole wholesale provider Digital Nasional Berhad (DNB). For more, please see Malaysia 5G Through SPV: One Step Forward and Two Steps Back, March 8, 2021 and 5G War Begins Again in Malaysia as Launch Nears, September 24, 2021. Those service launches were rather late compared to neighboring countries such as Singapore, Thailand, Indonesia, and the Philippines. Currently, Malaysian telcos are focused largely on offering 5G as part of their mobile plans for the mass market. There are limited initiatives with enterprises to leverage the technology to co-develop new solutions. However, with a fast-expanding population coverage from 33.2% in September 2022 to (planned) 80% by 2024, combined with a strong push by the government through various industry initiatives, enterprise 5G development in the country is expected to accelerate within the next two years.

Continue reading “5G is Finally Available in Malaysia, So What’s Next for Telcos?”