Webscales will capture the majority of economic value of telecom edge compute market

Nascent trends in the edge computing market should worry telcos Webscales have various initiatives underway that will disrupt aspects of telcos’ business model, posing a direct threat to their connectivity businesses and ability to capitalize on new value created from 5G and edge computing. Webscales’ rapidly expanding presence in the edge compute space and keen […]

Nascent trends in edge compute market should worry telcos as webscales disrupt incumbents’ business models

Key insights Webscales will leverage their own infrastructure, platforms and ecosystems to disrupt vendors and relegate incumbent operators to providing site access and backhaul services. Though webscales are posturing like they want to partner with telcos on new opportunities, edge compute partnerships between webscales and telcos to date are more exploitative than cooperative in nature. […]

Webscales will ultimately become more like competitors than partners to operators to capitalize on 5G-era opportunities

Webscales are not the telco’s friend The Big Nine have various initiatives underway that will disrupt aspects of the telecom business model and pose a direct threat to operators’ existing connectivity businesses and their ability to capitalize on new value created from 5G. Though webscales are posturing like they want to partner with telcos on […]

Despite complexity and market challenges, CSP spend on NFV/SDN will grow at a 32.4% CAGR from 2019 to 2024 to nearly $147B

Key Insights NFV/SDN spend will scale through the forecast period as leading CSPs broaden their transformation initiatives and as other CSPs begin their transformational journeys. Operators will increasingly invest in virtualized network solutions, including vRAN and virtual network cores, to reap the full benefits of 5G. The pool of vendors capable of aiding telecom operators […]

COVID-19 fallout unlocks unique opportunities for the telecom industry to build out edge infrastructure

vRAN will become a major driver of edge compute scale-outs Communication service providers (CSPs) that are driving forward with virtualized radio access network (vRAN), most notably Rakuten and Dish, will build many thousands of edge sites over the next few years to support their vRAN topologies. These edge sites will need to be located within […]

COVID-19 fallout unlocks unique opportunities for the telecom industry to build out edge infrastructure

COVID-19 fallout unlocks attractive real estate opportunities for edge site locations Strategically located office and retail real estate is being purchased or leased by shared infrastructure owners (SIOs) and webscales for pennies on the dollar compared to pre-pandemic valuations. These companies intend to convert most of these locations into edge computing sites. This practice is […]

Network transformation positions CSPs to support advanced use cases and save costs via Open RAN

As communication service providers (CSPs) are transforming into digital service providers they are transitioning their networks to a virtualized, container- and microservices-based, cloud-native architecture. This cloud-centric network architecture will enable CSPs to generate value from new technologies, such as 5G and edge computing, and adopt next-generation network operations based on data as well as AI […]

Telecom operators felt the effects from COVID-19 in 1Q20; the impact on telecom vendors will be more pronounced in 2Q20

Telecom market impact COVID-19 impacted the telecom industry during 1Q20 on different levels, with telecom operators feeling the initial effects during the quarter. TBR believes telecom vendors were initially shielded from the early effects, but we anticipate a deeper negative impact on both operators and vendors in 2Q20 as the pandemic plays out. Though company […]