Current Analysis
Service Provider Infrastructure
Current Analysis Intelligence Reports are timely assessments of industry events such as a product or service launches, acquisitions, major corporate strategy adjustments, or changes in technology direction. Subscription clients can access Intelligence Reports on our CurrentCOMPETE Intelligence Portal. They get real-time analysis of breaking industry news and events, as well as intelligence reports on companies, products and markets. Click here for more information.
INTELLIGENCE REPORT SUMMARIES
Service Provider Infrastructure
Date  Report
Apr 25
At its annual analyst summit, Huawei emphasized its SingleRAN Pro concept and new variations of its LampSite enterprise RAN solutions. However, it downplayed both the CloudRAN vision it debuted two years ago and, at a high level, 5G itself.

Apr 24
The seven-year export ban imposed on ZTE by the U.S. Department of Commerce hurts ZTE first and foremost, but could have major repercussions for many U.S. suppliers, ultimately reducing their role in the complex global telco value chain.

Apr 24
U.S. pay-TV operators lost 1.5 million subscribers in 2017, as consumers continued to migrate to OTT. While broadband gains are sustaining operator margins, both operators and content providers must explore new ways to capture consumer dollars.

Apr 20
Collaboration between China Unicom and Cisco enables the operator to announce multiple new cloud-based services, which leverage SDN and segment routing technologies to transform their IP/MPLS network into a cloud-based delivery platform.

Apr 17
Telco software vendors are updating their AI solutions, with Nokia bolstering its Customer Experience Index with automated machine learning, but they need to augment their multivendor and AI-specific services capabilities to win more AI business.

Apr 12
Operators must execute their omnichannel strategies, delivering a consistent, rewarding customer experience according to customer shopping preferences, whether at the retail outlet or online using any device, or lose badly to the digital brands.

Mar 30
At OFC 2018, ZTE demonstrated 50G PON, setting the stage for its new TITAN OLT platform. For ZTE, commercial proof points for TITAN remain to be seen, as well as the value proposition of a massive OLT in an increasingly decentralized, SD-A world.

Mar 30
Metaswitch disaggregates its entire software portfolio to enable white box suppliers to selectively integrate its proven protocol, management and network operating system components; but stops short of making them open source.

Mar 29
ARRIS has enabled the first Gigabit services in Europe delivered by Remote PHY technology with Danish cable operator Stofa. While a small deployment at present, R-PHY promises a bright broadband future for cable operators and their customers.

Mar 28
Ciena’s ONAP-enabled Blue Planet Policy Subsystem may give the company first mover advantage in a complex NFV MANO market. Nevertheless rivals, even as ONAP members, will be quick to highlight the superiority of their proprietary equivalents.

Mar 27
AT&T takes a bold step to deploy white box routers at cell sites, bringing years of open source software and hardware evangelizing to a critical plateau. But now the hard part begins as much of its future service rests on “open” everything.

Mar 23
AT&T’s collaboration with the Open Networking Foundation to integrate Virtual OLT Hardware Abstraction, an open source software stack, with Open Network Automation Platform, demonstrates AT&T’s firm commitment to the open source SD-Access framework.

Mar 22
In a positive strategic move for ADTRAN and Sumitomo, their joint global alliance bolsters ADTRAN’s EPON portfolio and cable operator proposition, while Sumitomo Electric resells ADTRAN’s SD-Access solution set and new channel focus in Japan/Asia.

Mar 20
For years, vendors have been investing in – and talking up – the possibility of transmitting data using light waves. A trial launched by Philips Lighting in March is a clear sign that meaningful LiFi deployments may be just on the horizon.

Mar 16
With the spotlight on 5G mobile transport, we see it requires a new approach to handling traffic between cell sites and the core; simple backhaul has morphed into multi-technology transport leaving complexity to be tamed through SDN and analytics.

Mar 15
At its services event, Cisco sharpened its focus on key network operator priorities, including 5G, automation and security. But the journey toward “intent-based networking” is just underway and the related services story needs more elaboration.

Mar 13
TEOCO has launched AirborneUTM, a platform developed to allow operators delivery of drone-based IoT services, markedly differentiating its portfolio, but managing 3D radio environments and scaling UAV services requires broader ecosystem support.

Mar 14
Cisco’s new Cybersecurity Report calls out an increasing threat from increasingly sophisticated attackers. Service providers are embracing analytics, automation and AI to help identify threats and mitigate damage from attacks.

Mar 12
ONF launched the Stratum open source SDN switching platform, promising to deliver on the ‘software-defined’ vision of SDN; support from Google and backing by 24 founding members help assure success, but it may take a while to reach broad adoption.

Mar 12
At Mobile World Congress, wireless backhaul vendors were talking more about D-band spectrum, though it could take years to commercialize. Meanwhile, the vendor landscape saw two new partnerships – both aimed at the U.S.

Mar 9
Nokia’s launch of the new PSE-3 DSP introduces probabilistic constellation shaping (PCS) modulation to optical networks. It promises sizeable efficiency gains, but requires significant rethinking of optical network operations and design.

Mar 9
Cisco introduced compelling updates to its NCS 1000 series with a 9.6T transponder and a disaggregated line system featuring Crosswork automation support. The new additions are not record-breaking, but significantly strengthen Cisco’s DCI lineup.

Mar 8
MWC18 saw major TEMs focusing on the future 5G core while other players focused on today’s opportunities. Amidst a few product surprises and the ongoing wrangling over the merits of open source MANO, steady progress was in evidence all round.

Mar 8
Coriant upped the ante in the feeds-and-speeds race by launching new sleds for its compact Groove G30 solution, promising 9.6 Tbps of capacity in one rack unit, but this benchmark will be reached in Q1 2019 and rely on the use of 400G client ports.

Mar 7
Netcracker unveiled its 5G monetization solution at MWC18, targeted at enabling operators to accelerate the commercialization of new 5G services, but identifying the winning 5G use case is paramount for delivering long-term competitive success.

Mar 7
At Mobile World Congress, RAN vendors’ main task was to sound the start of the commercial 5G era. But, during the show, another effort might have stolen the spotlight: a movement to break today’s RAN architecture into pieces.

Mar 7
Nokia’s new PSE-3 coherent DSP promises high capacity gains per fiber and lower power consumption, using probabilistic constellation shaping (PCS) modulation. Yet, PSE-3 based products are six months away and the competition is likely to react.

Mar 5
The mobile core and automation came into focus at MWC18 as vendors showcased innovative solutions to deliver 4G, 5G and multiple variants of IoT services. Innovation engines from all vendors are at full speed – perhaps a bit ahead of the market.

Feb 27
Amdocs debuted its AmdocsONE platform to spur digital transformation of operator business models, by enabling DevsOp-led deployments of microservices and cloud-native applications, but competition is already intense and operator barriers loom.

Feb 23
Cisco has launched its Crosswork automation portfolio, claiming sizeable gains in operational efficiency, revenue, and customer satisfaction in large-scale IP production networks. It has yet to prove multi-vendor and multi-layer capabilities.

Feb 22
Affirmed’s 5G cloud-native micro-services platform delivers 150 Gbps of throughput from a single Intel Xeon server, performance and distributed deployment models are significant differentiators as operators begin to scale new services.

Feb 22
Accedian acquires network and application performance management specialist Performance Vision, rapidly boosting its European and enterprise presence, and augmenting its telco assurance portfolio, but risks dilution of telco channel focus.

Feb 21
Nokia’s new Security Risk Index and a white label option help differentiate the vendor’s managed security service offering, but it should identify security partners in order to establish more security ‘street cred.’

Feb 21
Ruckus Networks, part of ARRIS, unveiled a portfolio of equipment to support Citizens Broadband Radio Service (CBRS). The CBRS market will take time to develop, but Ruckus has some advantages when it does.

Feb 20
CommScope is adapting to the coming 5G “era” with two new solutions: an unnamed 5G fixed wireless access radio aligned with xRAN and a C-RAN antenna system named “Era.” The former could be more impactful than the latter.

Feb 15
With its Boston debut, AT&T is executing on its G.fast service expansion, targeting MDUs in metros outside of its current wireline service footprint. But AT&T must grow its G.fast customer base dramatically to exact a higher impact on the market.

Feb 15
Harmonic is well behind the leading vendors in the CCAP market in terms of both customer count and supported subscribers. But, the deployment of its virtual CCAP solution with Com Hem in Sweden shows that Harmonic is not to be counted out just yet.

Feb 14
Ericsson launched a long list of new RAN products for Mobile World Congress with one primary message: Operators don’t need to wait to start deploying 5G networks. Forget plugging in, the vendor says; it’s time to ‘turn on.’

Feb 14
AT&T is tapping Accenture to help develop microservices for an internal ordering system, expediting service delivery to the end customer by creating a more agile ordering system, ensuring Verizon does not run away in building out microservices.

Feb 14
Openet’s new open Digital APIs offer reduced digital platform integration costs and timescales, directly challenging incumbent OSS/BSS solutions, but major rivals are ready with their own flexible, cost-saving platforms.

Feb 14
Iskratel fired an opening salvo at the 2018 FTTH Council Europe, touting the benefits of a multi-PON deployment strategy. While PON coexistence is not a new concept, the absence of Huawei, Nokia and ZTE gave Iskratel greater exposure in Valencia.

Feb 13
ONAP reached an inflection point in gaining acceptance as the de facto industry-wide standard by adding Verizon and Samsung as ‘Platinum’ backers and Bell/Amdocs showcasing DevOps’ vital role, but the ETSI-aligned OSM alternative remains a barrier.

Feb 6
At MWC 2018, RAN vendors will target the enterprise opportunity; 5G focus will be on evolving the core. End-to-end security will be pervasive, while cellular IoT vendors and operators will push “stability” to differentiate from LPWA alternatives.

Feb 6
Pensa’s NFV Maestro aims to help carriers accelerate for 5G using intelligent service automation. Nevertheless, despite significant endorsement by strategic partner Nokia, Maestro now needs to show more validation of its existing NFV credentials.

Feb 5
Verizon plans to launch an NB-IoT network by the end of 2018. Building out NB-IoT in addition to its existing LTE-M network enables Verizon to address new use cases; it also represents a hedge in case LTE-M adoption doesn’t take off as planned.

Feb 1
Ericsson reported another quarter of revenue decline, significant losses and restructuring pains. Despite faint signs of stabilization on the horizon, executive departures reflect a company that has yet to properly adjust its sails.

Jan 31
Nokia’s new ReefShark family of chipsets – developed internally for AirScale basebands and massive MIMO units – claim several capacity and efficiency benefits. However, the timing of ReefShark’s spread through the portfolio is unclear.

Jan 31
In summer 2016, Calix and ADTRAN were the winning vendors for Verizon’s NG-PON2 lab trials, on the strength of their OLT hardware and software-defined access solutions. 18 months later, Calix stands alone as Verizon begins NG-PON2 field trials.

Jan 29
Ciena launched L-band capability for its GeoMesh Extreme submarine transport solution, promising much better fiber utilization. Yet, using C+L bands requires specially prepared cable plant, limiting the L-band use to new cable deployments.

Jan 26
Nokia has introduced a small cell supporting MulteFire, a nascent technology allowing enterprises to deploy their own private LTE networks without licensed spectrum. It has thus signed on to be MulteFire’s biggest promoter -- and guinea pig.

Jan 24
Metaswitch “MaX” is a smart solution for an underserved small business market segment, strengthening the company’s position in the mobile market. Nevertheless, some incumbent application server rivals may be quick to replicate MaX and fight back.

Jan 19
Huawei FANS the Flames of NetwoHuawei has successfully completed a Fixed Access Network Slicing (FANS) field trial with Vodafone Ireland, setting the stage for partitioning of networks by service/customer type, business division and even by operator. But commercial FANS awaits.rk Slicing with Vodafone Ireland FTTH Field Trial

Jan 17
Ericsson has added 5G support to its Radio Dot System solution, which helps enable mobile service inside medium and large enterprises. Speeds of 2 Gbps will entice operators, but some new deployment challenges may rein in their excitement.

Jan 10
Saguna Networks announced a Starter Kit version of its multi-access edge computing solution – a simpler, less expensive way for service providers to start using MEC. With 5G coming, operators unfamiliar with MEC are running out of excuses.

Jan 5
Mavenir acquired mobile sponsored data specialist Aquto and unveiled its hosted service plan model to renew innovation of prepaid mobile services, but did not gain the postpaid monetization apps key to boosting loyalty in integrated environments.

Jan 3
GlobalData’s Global Telecom Technology & Software team prepared 2018 predictions. This document summarizes key findings and takeaways across all segments, providing a thorough view of the telco infrastructure market to aid in 2018 planning.

Dec 29 2017
Our top IP predictions for 2018 tackle operator challenges including massive growth in bandwidth, deploying programmable routing and switching solutions, simplifying and automating network operations, and helping operators compete.

Dec 28 2017
While EXFO moves to finalize its acquisition of mobile assurance specialist Astellia, boosting its service assurance telco footprint and portfolio and spurring consolidation in the assurance market, it must act quickly to establish differentiators.

Dec 22 2017
Operators and webscales will accelerate optical transport transformation in 2018, using WAN SDN, automation, and webscale design principles. Webscale opportunity will grow, while traditional CSPs will have to adjust, or suffer consequences.

Dec 21 2017
Operators are eager to make progress on digital transformation goals in 2018 by adopting flexible software licensing and pricing, DevOps, and expanded full-stack implementations, but barriers to automation and collaboration loom.

Dec 20 2017
2017 proved to be quite a year for fixed networking technology, with software-defined access (SDA) and virtualization taking center stage on both telco and cable fronts. This report looks to 2018, with key predictions for the fixed access market.

Dec 20 2017
Nokia’s second Global Analyst Forum since the Alcatel-Lucent acquisition revealed a company feeling good about itself. Nokia has made steady progress, but its bold competitive positioning now needs validation by new revenues in its race to 5G.

Dec 19 2017
As 2017 ends, Nokia’s focus on end-to-end solutions and continued commitment to its ‘lead-expand-grow-create’ strategy are logical. Differentiating on end-to-end and executing on non-telco strategic focal points will remain challenges.

Dec 19 2017
Want to know what to expect in 2018 regarding hot topics in the mobile access infrastructure space like 5G and CBRS? Check out our predictions for the year ahead!

Dec 18 2017
Automation and artificial intelligence promise tremendous benefits to operators, but operator skepticism and culture will put a drag on adoption in 2018. Meanwhile, a more aggressive push will be required to accelerate 5G adoption.

Dec 18 2017
2017 has been a pivotal year as NFV marked its fifth anniversary, operators virtualized core networks and vendor consolidation continued. This advisory report contains key 2018 predictions for the IP services infrastructure and NFV MANO segments.

Dec 12 2017
Network and service complexity has become a given in telecom. For service providers, this implies an increasingly difficult competitive landscape and potentially costly infrastructure evolutions. Amdocs, however, sees it as a massive opportunity.

Dec 11 2017
ONF’s CORD 4.1 seeks to accelerate a projected $300 billion mobile cloud edge market with an all-inclusive software platform designed to shift operator spend toward applications, away from platform software. VNF vendors and SIs are the big winners.

Dec 11 2017
Network slicing has been heralded as a key feature of 5G networks that will enable operators to target diverse customer bases without building diverse networks. But, before we execute on the promise, many questions still need to be addressed.

Dec 8 2017
HPE has done much to strengthen the narratives about its recent acquisitions and their relationship with its wider strategy, but it now needs to build awareness of new brands such as OneSphere and GreenLake, and to address apparent overlaps.

Dec 8 2017
After a history of vendor-led “green” initiatives that have come and gone over the past decade, operators may be driving a more comprehensive and longer-horizon approach that fundamentally alters how networks are built and operated.

Dec 7 2017
VIAVI launched its NITRO platform to accelerate automation of lifecycle and workflow applications. But in order to differentiate, VIAVI must expand orchestration and hybrid management capabilities to counter existing rival portfolio offerings.

Dec 7 2017
Juniper launches friendly software “Bots” to help automate critical and overly arduous manual and repetitive network tasks. The first tranche includes peering, testing and network health assistants, but don’t fret, these bots have good signatures.

Dec 6 2017
Mavenir’s analyst day, the first since exiting Mitel, confirmed its commitment to transforming mobile network economics through disruptive solutions that deliver revenue protection and growth for operators.

Dec 4 2017
It’s easy to focus on 5G as a massive network transformation project. As much as that’s true, executing on the 5G promise will require business transformations which may be more challenging.

Dec 1 2017
Huawei’s Mobile Broadband Forum may have attracted attention in part due to an impassioned speech there from a Vodafone executive about 5G. But the mobile access portfolio changes Huawei announced at the event deserve attention, too.

Nov 29 2017
Nokia, which hosted a fixed networking customer event in Tokyo this week, announced a G.fast deployment with EneCom, a Japanese cable operator. This seems to duplicate an early 2016 release, but G.fast technology has come a long way in two years.

Nov 29 2017
Ericsson refreshed its vision for the 5G era of mobile networks at its analyst event this month. Its stance on three topics in particular – multi-vendor networks, small cells and cloud RAN – have especially important implications for the near term.

Nov 28 2017
Huawei’s Mobile Broadband Forum 2017 began with a billion connected cows and ended up with a 5G core comprising thousands of decomposed network functions. That’s some journey, and one which will tax both technology and carrier organizations.

Nov 27 2017
Virtualizing a SBC has been more difficult than originally expected, and while considerable progress has been made, significant challenges remain. The competitive landscape remains as dynamic as ever, with vendors differing in vSBC strategies.

Nov 21 2017
ONAP marked the successful merger of former ECOMP and Open-O projects with its first converged code release. While a good start, Amsterdam is behind OSM Release 3 in maturity and some platinum ONAP members appear less enthusiastic than others.

Nov 17 2017
Software defined access was the hottest topic in Berlin, but it was also clear that hardware will remain essential for enabling ultra-broadband services. On the vendor front, only Nokia and ADTRAN took full advantage of the BBWF spotlight.

Nov 17 2017
Senet seeks to enlarge its market by offering virtual network services, providing access to its U.S. LoRa-based LPWAN network to other operators and system integrators; the aim is to draw partners with which to expand/globalize the LoRa ecosystem.

Nov 15 2017
AT&T and Verizon will align with Tillman Infrastructure to build hundreds of new cell towers. The deal is aimed at pressuring dominant U.S. tower operators to negotiate more favorable terms. Unfortunately, it is likely too small to have much impact.

Nov 14 2017
Nokia revamped its NetGuard Security Management Center to better assess and prevent network attacks including new IoT threats. The company will now need to weave its endpoint security offerings into a more comprehensive end-to-end proposition.

Nov 14 2017
MEF 3.0 can be a transformational global services framework to support and certify agile, assured, and orchestrated services across an ecosystem of automated networks; however, it must simultaneously leverage but abandon a bit of CE 2.0 legacy.

Nov 10 2017
Remote PHY debuts dominated in Denver, SCTE Expo’s host city, with the leading cable head-end vendors showcasing their respective Remote PHY solutions. But there were other key product releases at the Expo; this report highlights the top ten.

Nov 9 2017
Ciena expands its packet portfolio with new devices to add needed capacity and the ability to host VNFs at the edge to meet growing service requirements, but a highly competitive landscape may limit its ability to grow market share.

Nov 9 2017
Now that all the results are in from publicly traded telco vendors, it is clear revenue was down across the board among the largest vendors. But, there were a few positive points: profit is up and Ericsson’s underlying business may be improving.

Nov 6 2017
Juniper integrates AppFormix for automation and visibility, validates VNFs and adds new managed services to deliver cloud-based business, mobile and IoT services. Competitors, however, are on the same page.

Nov 2 2017
In the debate over open line systems, Juniper’s launch of an open line system and optical director software is a strong vote for disaggregation. An underdog in the optical market, Juniper can disrupt without fear of cannibalizing its business.

Nov 2 2017
Nokia’s R18.0 cloud SBC release is not its 18th iteration, but one readying itself to support year 2018 requirements. While new feature content is limited, it is the third-party testing content that steals the show; rivals need to take note.

Nov 1 2017
TCS unveiled its approach to agile software development, requiring a dramatic break from traditional software development (especially in budgeting and scoping), but it must hone its portfolio and marketing in persuading telcos to heed the message.

Oct 30 2017
It was not clear at first how the GENBAND/Sonus merger would be greater than the sum of its parts. But the new “Ribbon” is off to a good start, and despite lingering uncertainties and risks, its competitive positioning has strengthened.

Oct 30 2017
This year’s SDN NFV World Congress in The Hague was marked by strong claims from both OSM and ONAP open source MANO projects. By next year’s Congress, we are likely to see quite a lot of change, even disruption, as “the rubber hits the road”.


Top




All materials Copyright 1997-2018 Current Analysis, Inc. Reproduction or distribution prohibited without express written consent. Full Copyright Information
All materials Copyright 1997-2018 Current Analysis, Inc. Reproduction prohibited without express written consent. Current Analysis logos are trademarks of Current Analysis, Inc. The information and opinions contained herein have been based on information obtained from sources believed to be reliable, but such accuracy cannot be guaranteed. All views and analysis expressed are the opinions of Current Analysis and all opinions expressed are subject to change without notice. Current Analysis does not make any financial or legal recommendations associated with any of its services, information, or analysis and reserves the right to change its opinions, analysis, and recommendations at any time based on new information or revised analysis.

Current Analysis, Inc.
179 South Street, Boston, MA 02111, United States
Tel: 877-787-8947
Fax: +1 (703) 404-9300

Current Analysis, Inc.
2 rue Troyon, 92316 Sevres Cedex, Paris, France
Tel: +33 (1) 41 14 83 17

http://www.currentanalysis.com