TBR perspective Ericsson’s recovery continues into its third year, evidenced by revenue growth and expanding margins, trends that TBR expects to continue in 2020. A strong 5G position with respect to both RAN and mobile core is a significant driver of this improvement as Ericsson’s early technology bets and increased investment in Networks unit R&D […]
Leading CSPs tackle business and network transformation to capture value created in the digital era Key technologies, most notably cloud, virtualization, 5G, edge computing, AI and machine learning (ML), are coalescing to usher in a new era, commonly referred to as the digital era, but also referred to as the 5G era or the fourth […]
According to TBR’s 3Q19 NFV/SDN Telecom Market Landscape, 5G will push CSPs to accelerate and broaden their NFV/SDN initiatives. As such, TBR expects NFV/SDN-related spend growth will correlate with 5G deployments. Since CSPs will need to upgrade their networks from an end-to-end perspective to realize the full potential of 5G, this will naturally drive CSPs […]
According to TBR’s 3Q19 NFV/SDN Telecom Market Landscape, 5G will push CSPs to accelerate and broaden their NFV/SDN initiatives. As such, TBR expects NFV/SDN-related spend growth will correlate with 5G deployments. Since CSPs will need to upgrade their networks from an end-to-end perspective to realize the full potential of 5G, this will naturally drive CSPs […]
TBR perspective Red Hat emphasized that its culture and approach to product development will not change with its acquisition by IBM. Red Hat underscored that it operates independently and continues to stress an open-source approach to management, application development and the strategic direction of the company. The open-source community, to which Red Hat and its […]
TBR perspective TBR believes HPE’s CMS unit has the potential to become a significant disruptor in the telecom space. CMS, which had been marginalized in prior years while Hewlett Packard Co. split into HP Inc. and HPE and as HPE executed divestitures, restructurings and developed a new strategy, has received new life after obtaining […]
5G spend was pulled forward in key markets, supporting deployment and professional services markets According to Technology Business Research, Inc.’s (TBR) 4Q18 Telecom Infrastructure Services Benchmark, operators in lead markets (U.S., China, Japan and South Korea) as well as a growing list of key operators in other developed markets have accelerated their 5G deployment timetables […]
Portfolio expansion and the launch of LTE-M Narrowband IoT networks contributed to global communication service provider (CSP) commercial IoT revenue rising 25.6% year-to-year in 2018. Global CSP commercial IoT revenue will rise at a CAGR of 24.9% through 2023 as 5G use cases cause revenue growth acceleration starting in 2020. To compensate for the low […]
U.S. cable operators and Dish Network are exploring building out their own 5G networks Rakuten’s mobile broadband network deployment demonstrates that vendors must be aware of new opportunities to deploy 5G networks for customers that do not currently own mobile broadband networks. In November Dish Network selected Ericsson to supply a radio access and core […]
According to Technology Business Research, Inc.’s (TBR) 1Q19 Webscale ICT Market Landscape, webscale ICT capex for the Super 7 will grow at an 8.1% CAGR to nearly $58 billion in 2023. Most U.S.- and China-based webscales began pulling forward significant investment in data center and network capacity in 2018, which will lead to moderating — […]