Becoming a Telco Cloud Service Provider (TCSP) is a new vision for the future of telecoms operators, which promises hugely improved agility, a fundamentally new business model, new services, and new growth. What is this vision, how would it work, and how can it overcome the barriers to change that have thwarted most previous efforts?
The mantra of MWC 2016 was “5G, the cloud, and the Internet of Things”. We think that, underlying the buzzwords, there is a more profound reality for telcos. This is that they need to encompass many of the learnings and techniques of the IT industry to transform to a new breed of truly agile player. Fast.
What was hot at MWC? We round up the action around cloud, SDN, and NFV – and discuss the impact of open-source.
In this analysis we examine the background and trajectory of Telefónica’s high-profile NFV program, how it may evolve, and the implications for other operators on or considering the journey.
Free has won market share and customer plaudits alike with its disruptive and original strategy in the French telecoms market. Its parent company Iliad has now developed an ingenious strategy for cloud. Our latest report shows how, and highlights lessons for all operators with ambitions to be more than a ‘pipe’.
If telcos in certain markets act swiftly, there is a major new and addressable opportunity in cloud created by profound recent changes in data sovereignty and security requirements. We outline the market opportunities, specific customer needs, and market sizing in our latest research.
Widespread use of open source software is an important enabler of agility and innovation in many of the world’s leading internet and IT players. Yet while many telcos say they crave agility, only a minority use open source to best effect. We examine the barriers and drivers, and outline six steps for telcos to safely embrace this key enabler of transformation and innovation.
When Amazon Web Services (AWS) landed in Australia in 2012, everyone expected carnage for Australian carriers. Telstra’s Network Applications & Services division, though, is growing fast and making some interesting moves. How did Telstra do it, and what else can be learned from its successes and its latest moves into the Healthcare market?
As they seek new sources of revenue, many telcos around the world are attempting to disrupt adjacent markets, such as digital commerce, IT, entertainment and financial services. While many of these moves have proved to be too little, too late, several disruptive plays have had a significant impact on both the telco’s revenues and relevance. These include NTT DOCOMO’s Smart Life portfolio, Globe Telecom’s GCash service and KT’s media business. Why do some disruptive moves by telcos succeed and others fail?
A primary benefit envisaged of 5G networks is that latency (i.e. delay times for users) will be massively reduced. This would deliver major benefits for many applications providing that the software for those cloud-based applications is located near enough to the users at the edge of the network. This is likely to drive a massive change in the architecture of the cloud and the network industries. This report outlines likely scenarios and identifies some early moves that are starting to play out now.
How will getting into the MVNO business help Google shore up its business model? We examine Google’s objectives, how it could price the service, and the implications for telcos and other players.
NFV (Network Functions Virtualisation) potentially offers operators benefits of up to 80% network opex reduction and significant improvements in agility, and threatens a shake-up of the vendor landscape. What are the challenges to making it happen, and what do telcos and vendors need to do to succeed?
Service providers need to grow new revenues. The cloud market looks potentially attractive, and is growing at about 30% CAGR, but it is dominated in many areas by Amazon, Google and Microsoft. So is Cloud part of the answer for telcos, and if so how? This report looks at the role of the service provider in the cloud market and products that service providers might offer in 2015.
The Cloud market is on the verge of the next wave of market penetration, yet it’s likely that only one in five Cloud Service Providers (CSPs) in today’s marketplace will still be around by 2018, as providers fail or are swallowed up by aggressive competitors. So what do CSPs need to do to survive and prosper? (October 2013, Foundation 2.0, Executive Briefing Service, Cloud & Enterprise ICT Stream.)
Technology adoption rates Sept 2013
This extract from our recent Executive Briefing on Software Defined Networking (SDN), describes ‘Network Functions Virtualisation’ (NFV), the problems it solves, and how it relates to SDN. (June 2013, Foundation 2.0, Executive Briefing Service, Cloud & Enterprise ICT Stream.)
Network Functions Virtualisation (NFV) Approach June 2013
Telco 2.0 presents a new strategy report examining the evolution of cloud services; the current opportunities for vendors and Telcos in the Cloud market, plus a penetrating analysis on the positioning Telcos need to adapt in order to take advantage of the potential $200Bn global Cloud services market. This report offers over 140 pages of insightful commentary from those who’ve been working at the cutting edge, and includes an introduction to the sector’s key technologies and emerging trends, as well as detailed recommendations for Telcos and vendors. (December 2012, Strategy Report, Cloud and Enterprise ICT Stream.)
Cloud Strategy Report Image
In this extract from our forthcoming report ‘Cloud 2.0: Telco Strategies in the Cloud’ we outline the key components of Telstra, Singtel and China Mobile’s cloud strategies, and how they compare to the major ‘Big Technology’ players (such as Microsoft, VMWare, IBM, HP, etc.) and ‘Web Giants’ such as Google and Amazon. (November 2012, Executive Briefing Service, Cloud & Enterprise ICT Stream.)
Vodafone results Nov 2012