2020 in review and focus on North America: How should telcos do cloud?
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5G is now the main driver of VNF deployment. But can telcos be cloud-native without being hyperscaler-dependent?
This report accompanies the tenth release of STL Partners’ ‘Telco Cloud Tracker’ database. This contains data on deployments of NFV (Network Functions Virtualisation), SDN (Software Defined Networking) and cloud-native network functions (CNFs) in the networks of the leading telcos worldwide. This analytical report focuses on trends in North America, set in global context.
Format: PDF filePages: 39 pages Charts: 10 Author: David Martin Publication Date: April 2021
Table of contents
- Executive Summary
- 5G core drives deployments
- SD-WAN: Telco value moves from the WAN to the edge
- The industry is facing an existential question: How should telcos do cloud?
- Conclusion from North America analysis: Can a brownfield MNO be more cloud-native than a greenfield one?
- Tenth update of the Telco Cloud Tracker
- Scope and content of the Tracker
- SD-WAN in focus
- 5G is driving deployments – but will it drive business model change?
- 5G core dominates the scene but is done largely via single-vendor, ‘vertical’ NFV
- The industry faces an existential question: how should telcos do cloud?
- Focus on North America: four divergent answers to the existential question
- SD-WAN: While WAN moves to the cloud, new software-defined value migrates to the edge
- SD-WAN was one of the success stories of the first phase of SDN / NFV
- SD-WAN has been largely made in America
- Changes accelerated by Covid favour SD-WAN vendors over telcos – but telcos retain strengths in key areas
- Main opportunities currently for telcos in SD-WAN, and challenge from vendors
- ‘SD’ moves towards the edge, while ‘WAN’ moves to the cloud
- Conclusion: Can a brownfield MNO be more cloud-native than a greenfield one?
Table of Figures
- Figure 1: Total deployments by region, 2016 to 2021
- Figure 2: Deployments by leading network function, 2016 to 2021
- Figure 3: Total deployments by region, 2016 to 2021
- Figure 4: Deployments by leading network function, 2016 to 2021
- Figure 5: VNF and SDN deployments by primary category, North America, 2016 to 2021
- Figure 6: Seven key enterprise networking challenges addressed by SD-WAN
- Figure 7: VNF and SDN deployments by primary category, North America, 2016 to 2021
- Figure 8: New SD-WAN services launched or announced by North American telcos in 2020
- Figure 9: Opportunities for telcos in SD-WAN
- Figure 10: Underlay and overlay services
Keywords: Cloud, 5G, CNF, deployments, nfv, SDN, telco cloud, telcos, Virtualisation, DISH, edge compute, hyperscalers, NSA, open RAN, SD-WAN, vendors, VNF, vRAN
Companies & technologies covered: AT&T, AWS, T-Mobile, Verizon, VMware