Current Analysis
IP Services Infrastructure
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INTELLIGENCE REPORT SUMMARIES
IP Services Infrastructure
Date  Report
Jul 19
At Perspectives17, GENBAND had no choice but to maintain a ‘business as usual’ stance prior to the merger with Sonus. Nevertheless, the company showed solid VNF product development and support, although commercial traction remains elusive.

Jul 18
Francisco Partners beat Vector Capital to acquire Sandvine and merge it with Procera. ‘Bulking up’ makes sense, but the network intelligence market is now far more than ‘commodity’; getting old foes to play nice with each other may not be easy.

Jul 12
Affirmed’s virtual Slice Selection Function (vSSF) enables mobile operators to build virtual network slices across existing legacy or virtualized infrastructures. vSSF advances 5G-like services, but could be a bit early for broad market adoption.

Jun 7
Recent polls show that open source MANO initiatives continue to divide opinion across both the vendor and carrier communities. Whether or not open source MANO prevails, carriers would be wise to adopt a dual track NFV MANO strategy.

May 31
This year’s TM Forum Live! show in Nice was an opportunity for network vendors as well as carriers to showcase their “agile” credentials. The question is now whether the operator community as a whole, not just the early adopters, can do the same.

May 24
While it makes a lot of sense for Sonus and GENBAND to join forces, it’s not at all clear if the combination will eventually turn out to be greater than the sum of its parts. Even if new growth initiatives deliver, rivals, especially in the SBC market, can take advantage of merger disruption.

May 19
With a definitive agreement with China Huaxin to form Nokia Shanghai Bell (NSB), Nokia can now take full advantage of a key asset from the ALU acquisition to provide a key differentiator in an important market, both in sales support and R&D.

May 10
TM Forum Live! 2017 is in Nice, France next week, and with the nature of telco networks and IT undergoing radical change, the ‘Live!’ suffix is more appropriate than ever. GlobalData will be there and will host a post-show webinar.

Apr 25
“ALL CLOUD” and “Openness” themes dominated this year’s Huawei’s Analyst Summit. While neither theme was new, the scope of the company’s ambitions has dramatically increased; rivals need to take note and carriers need to consider their options.

Apr 14
Huawei’s Global Analyst Summit 2017 outlined the company’s “ALL CLOUD” strategic vision. Going beyond most, if not all of its peers, Huawei’s execution ability will likely help the vendor pull it off, but whether carriers will bite is far from clear.

Mar 29
Ericsson announced a long overdue portfolio realignment and simplified management structure to counter operating challenges. But many questions remain regarding additional portfolio rationalization, investment focus and strategic partnerships.

Mar 20
Nokia’s new org changes and management shuffle reflect the new strategic direction announced in November 2016. The moves make sense on paper, but are surprising at a time when Nokia appeared to have put its post-merger ducks in a row.

Mar 16
At MWC17, telecom and IT hardware, software and services vendors focused less on “bells and whistles” and more on building the plumbing that will underpin emerging network architectures.

Mar 7
MWC17 saw the realization of a fully virtualized core network capable of supporting VoLTE. Nevertheless, while AI is making it even smarter for 5G, some major architectural foundations remain opaque.

Feb 24
With Mobile World Congress (MWC) 2017 only days away, it’s fair to consider any recent vendor news as a part of their MWC messaging strategy. If so, Affirmed’s IoT solution upgrade suggests we’ll be hearing more about the enterprise this year.

Feb 23
Nokia’s newly released Cloud SBC is fully virtualized, but then so are many of its “cloud-ready” competitors. Virtualized SBC architectures and media plane technology and economics are debated, but the market and Nokia need operator proof points.

Feb 16
Ericsson’s 5G Core System is capable of inter-carrier “federated network slicing”. Despite a lack of detail, it sets a new confidence-building 5G network benchmark for Ericsson; but until standards stabilize it could also be a “one-off”.

Feb 16
Voice over LTE and NFV represent the most complex integration challenges carriers have ever needed to negotiate. Challenges provide opportunities; systems integrators are in prime position to get a Tier 2/Tier 3 foothold now and more in the future.

Feb 15
After years of working together, Metaswitch closed in on longtime partner OpenCloud for its VoLTE application server. The combination looks promising, but Metaswitch must ensure its home base is not neglected in favor of demanding mobile prospects.

Jan 26
Ciena expanded the Blue Planet orchestration portfolio with internally developed, standalone network analytics capability. The endgame is autonomous carrier network automation, but first Ciena’s analytics needs proving beyond its native orbit.


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