Amdocs Partners With Samsung, Fortifies Footing in NFV Market

“Per a Technology Business Research report, investments in telecom service provider NFV and software defined networking (SDN) are expected to exceed $168 billion by 2022.” — Zacks Equity Research, Yahoo Finance

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Cisco acquisitions in 2019 bolster service provider strategy

“Chris Antlitz, an analyst at Technology Business Research Inc., said Cisco’s DX strategy stems from its longtime relationship with carriers, which he said accounts for about a quarter of Cisco’s overall revenue.

“‘They’re building an architecture that telcos want to align with,’ Antlitz said. ‘These acquisitions strengthen the value proposition of the architecture they’re building.'” — TechTarget Network

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HPE telco vertical ‘key gateway’ for future growth

“According to analyst firm Technology Business Research (TBR), the vendor’s previously ‘marginalised’ Communications and Media Solutions (CMS) has received new life amid the global business transformation sweep. 

“In particular, the changes prompted by 5G, edge computing, artificial intelligence (AI) and automation will become a ‘key growth pillar’ for HPE as new opportunities emerge in the telecommunications industry.

“In particular, the vendor is in a prime position in the management and orchestration (MANO), 5G core and digital identity spaces, TBR claimed. 

“Although the proportion of CMS revenue is relatively small, TBR principal analyst Chris Antlitz claimed the unit is ‘reestablishing itself’ and now receiving the necessary funding and support to drive this.” — ARN, IDG Communications

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Red Hat to keep its partner-agnosticism post-acquisition, CSPs moving to less-popular solutions

“According to a report from analyst firm Technology Business Research (TBR), Red Hat executives speaking at their Open Innovation Lab and Executive Briefing Center in Boston claimed that its culture and product development would stay the same after its acquisition by IBM, which was closed in July 2019.

“According to TBR telecom senior analyst Michael Soper, Red Hat’s independence is a core tenent of the company through an ‘open-source approach’ to management, application development and company direction.

“‘The open-source community, to which Red Hat and its employees are major contributors, will remain the primary influence on Red Hat’s product road map,’ Soper said.

“‘This is evident in the company’s open hybrid cloud strategy, whereby Red Hat products support hybrid cloud infrastructure from a host of strategic partners, with Red Hat adhering to a principle of partner agnosticism: No one partner is favoured over another.'” — Channel Asia, IDG Communications

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CSP 5G revenue will be ‘minimal’ in short-term

“At first, high device prices and the limited service coverage will mean immediate revenue gains are small for CSPs such as Telstra and Optus, according to principal analyst Chris Antlitz.

“However, business customers will provide the greatest opportunity for long-term 5G revenue generation as enterprises are more likely to take advantage of the ultra-low latency and better speeds.

“‘CSPs are positioning to support enterprise 5G use cases by investing in innovation centres and targeting private 5G network customers,’ according to Antlitz.”

 

5G benefits in healthcare industry

The 5G network will augment the facilities in healthcare, however, according to technology business Research’s Antlitz, CIOs should not consider telemedicine as a ‘low hanging fruit’.

“5G can revolutionize healthcare from that perspective,” commented Antlitz. “It’s basically just video conferencing. It’s a real-time, high-resolution, no buffering type experience that you can’t get with 4G.”

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IBM’s play post-Red Hat deal: Dominate ‘Chapter 2 of the Cloud’

IBM will use OpenShift to bring a consistent cloud value proposition, remaining agnostic toward delivery method, location or cloud provider now that it has acquired Raleigh-based Red Hat.

In 2015 Red Hat’s CEO Jim Whitehurst made a statement at an analyst day presentation that Red Hat aimed to do to the PaaS [platform as a service] layer with OpenShift what it had done to the enterprise operating system layer with RHEL [Red Hat Enterprise Linux].

That strategy was thoroughly validated with IBM’s $34 billion acquisition of Red Hat, a deal that recently closed.

At the core of the recent IBM Cloud Summit were discussions of how OpenShift was the only platform layer capable of running on multiple clouds, in what IBM describes as hybrid multicloud. In IBM’s definition, hybrid denotes the ability to run applications on premises, in private clouds, in public clouds and at the edge. — Principal Analyst and Practice Manager Allan Krans

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Small IoT players likely to disappear or ‘get eaten by bigger fish’

“According to analyst firm Technology Business Research (TBR), larger tech players are likely to decrease their IoT businesses and investments while smaller companies will ‘disappear or get eaten by bigger fish’ due to their non-differentiated portfolios.

“However, the last one and a half years have seen ‘increased sanity and smarter messaging around IoT’ which has led to a rise in smaller projects, which are likely to grow over time.

“‘Many IT and operational technology (OT) vendors were disappointed — and some incurred damage or had to scramble to realign — as the IoT opportunity failed to live up to inflated expectations prevalent between 2015 and 2017,’  said analyst Daniel Callahan.”

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T-Mobile’s 5G Plans Remain on Track

“Steve Vachon, telecom analyst at Technology Business Research, also considers 600 MHz spectrum to be at the ‘foundation’ of T-Mobile’s 5G strategy. ‘The coverage range provided by the licenses will enable the operator to provide nationwide 5G coverage in 2020,’ he wrote in a research note.”

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Examine the role of VMware in the HCI market

“‘VMware has been neck and neck with Nutanix as the software HCI market leader,’ said Allan Krans, practice manager and analyst at Technology Business Research, based out of Hampton, N.H.”

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