Hyperscalers in the telco vertical: Strategies and successes

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This report assesses the positioning of the three largest US-based hyperscalers in the telco vertical: Amazon Web Services (AWS), Google Cloud and Microsoft Azure (and we will refer to them in this report as the ‘big three’). It focuses on the world outside of China where the Chinese cloud providers dominate and the ‘big three’ have no business. While we recognise that there are other notable cloud providers, multinational (e.g.: Oracle, IBM) or specific national players (e.g. OVH in France), we have chosen to deep dive on the ‘big three’ to contain the scope of this report.

This report comes  bundled with an additional excel document which contains a list of publicly announced collaborations between the ‘big three’ hyperscale cloud providers (AWS, Azure and Google Cloud) and telecoms operators, from January 2020 to June 2024.

Description

Format: PDF file, Excel file Pages: 52 pagesAuthor: Emma Buckland, George GlanvillePublication Date: August 2024

 

Hyperscalers offer managed cloud services to telcos, as they do to any enterprises in other verticals. This means that operators can run their workloads using the hyperscalers’ cloud software platform on servers that are located:

  • Either in the hyperscalers’ data centres/facilities. In this case, the telco does not have to maintain any cloud infrastructure for that particular workload and gets it, often as-a-service, from the hyperscaler;
  • Or in the telco’s own facilities, i.e. using on-prem servers. These can be servers that the telco owns completely or they could be leased, including from the hyperscalers, also often on an as-a-service basis.

While this type of migration has been relatively successful for IT and IT-like workloads, the move from private to public cloud has been slow for certain so-called mission-critical workloads, due to the specific requirements of those workloads.

This report, based on desk research and interviews, assesses the varying degrees of maturity by which workloads have migrated or are migrating to the public cloud.

Table of Contents

  • Executive Summary
  • Introduction
    • Regulations and the sovereign cloud
  • Amazon Web Services (AWS)
  • Google Cloud
  • Microsoft Azure
  • Conclusion

 

Technologies and industry terms referenced include: AI, Amazon Web Services, AWS, AWS European Sovereign Cloud, Azure, Bleu, BSS, Capgemini, Cloud, core, data, edge, Enterprise applications, Enterprise IT, EU, EUCS, google, Google Cloud, Google Sovereign Cloud, Hyperscalers, microsoft, Microsoft Azure, MPN, NIS2, NTT DOCOMO, O2 Telefonica, Orange, OSS, private network, Proximus, public cloud, RAN, SecNumCloud, sovereign cloud, Telenet, Telstra