Current Analysis
IP Services Infrastructure
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INTELLIGENCE REPORT SUMMARIES
IP Services Infrastructure
Date  Report
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.

Jan 24
Apart from operator buy-in to AT&T’s ECOMP, the end of 2016 saw vendors start to share the fruits of hard-won MANO templating experience. Suddenly, becoming “open” is looking like more like a competitive differentiator than ever before.

Jan 18
The Sonus SBC 5400 emulates some aspects of virtualized SBC (vSBC) flexibility, but on a purpose-built 2U platform. However, with vSBCs abounding and its overlap with Sonus’ existing SBC 5210, the company needs to make a stronger case for the 5400.

Jan 13
The network core tends to get overlooked when talking about 5G. Carriers that have struggled to get even IMS implemented are now faced with yet more mountains to climb. NFV will help, but ‘NFV on steroids’ is needed to make the 5G core work.

Dec 20 2016
Acquiring former Mavenir Systems and Ranzure, Xura is aiming for an end-to-end virtualized 5G network. But with Xura, Mavenir and Mitel all having checkered acquisition histories, it remains to be seen if this new combination will work.

Dec 19 2016
Nokia’s purchase of BDA startup Deepfield aligns with its focus on proactive cloud network management and security, and enhances Nokia’s cable operator proposition. Nokia and its peers must continue to seek out analytics innovation.

Dec 14 2016
Nokia updated its mobile services vision and portfolio in December. While evolution and innovation at the RAN remains a clear priority, its end-to-end approach encompasses dramatic changes to the core, an enterprise focus and services everywhere.

Dec 9 2016
Operators and vendors alike see virtual voice over LTE (vVoLTE) as a poster child for NFV. But, some pre-integrated vendor solutions, while making life easier for a carrier today, could raise vendor lock-in problems tomorrow.

Dec 6 2016
Nokia’s CloudBand open templating system aims to accelerate multivendor VNF lifecycle management. The system validates Nokia’s product strategy and VNF onboarding experience, but some operators may still favor carrier-led open MANO initiatives.

Nov 28 2016
Facing growing competition from a number of LPWA technologies, operators and traditional equipment vendors are deploying Cat-NB1 and Cat-M1. Each technology has its own optimal use cases, but true performance characteristics are not yet clear.


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