Technology Business Research, Inc. launches Telecom Edge Compute Market Forecast

Technology Business Research, Inc. is expanding its Telecom Edge Compute portfolio with the launch of the Telecom Edge Compute Market Forecast, an annual report scheduled to first publish in early 2020.

Edge computing has become a major area of interest and investment in the telecom industry, driven by CSPs’ need to improve user experiences as well as enable and support new business models. Communication service providers (CSPs) are also keen to invest in edge computing as a cost-efficiency solution, with 5G as well as the cloudification and virtualization of networks driving the build-out of edge compute environments.

Telecom Edge Compute Market Forecast, which is global in scope, will detail edge compute spending trends among CSPs, which include telecom operators, cable operators and webscales. TBR’s research will include current-year market sizing and a five-year forecast by multiple edge compute market segments and geographies.

Additionally, TBR will examine the following:

  • Spend by domain: hardware, software, services
  • Spend by hardware type: black box, gray box, white box
  • Spend by service type: deployment services, maintenance services, professional services, managed services
  • Spend by company type: telco, cableco, webscale
  • Spend by region: North America, CALA, EMEA, APAC

TBR’s Telecom Edge Compute portfolio also includes the Telecom Edge Compute Market Landscape, which launched earlier in 2019 and provides insights on use cases, business models, operator and vendor positioning and strategies, market size and adoption.

For additional information about this research or to arrange a one-on-one analyst briefing, please contact Dan Demers at +1 603.929.1166 or [email protected].

Technology Business Research, Inc. announces 4Q19 webinar schedule

HAMPTON, N.H. — Technology Business Research, Inc. (TBR) announces the schedule for its 4Q19 webinar series.

Oct. 16         India-centric vendors defy gravity and all sensible expectations        

Oct. 30         Separating the tricks from the treats in the emerging technology sector

Nov. 13        Enterprise adoption of private cellular networks poses opportunities and threats for telecom industry

Nov. 20        Digital transformation in 2020: How hype gets scale and substance

Dec. 4           Device market disruptors

Dec. 11        Year in review: Shifting from a monocloud to a multicloud and hybrid cloud landscape

Dec. 18        Will ‘new’ management consulting models support digital transformation?

TBR webinars are held typically each Wednesday at 1 p.m. EDT/EST and include a 15-minute Q&A following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

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Technology Business Research, Inc. announces 3Q19 webinar schedule

HAMPTON, N.H. — Technology Business Research, Inc. (TBR) announces the schedule for its 3Q19 webinar series.

July 24          Quantum computing leaps into customer’s transformation-centric conversations        

Aug. 14        The evolving background for winning private cloud customers

Sept. 11       Leading webscales tackle the connectivity problem; CSP business model under threat

Sept. 18       Cloud pairs well with partners

Sept. 25       IoT in 2019: New strategies, new ecosystems

TBR webinars are held typically each Wednesday at 1 p.m. EDT and include a 15-minute Q&A following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

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Technology Business Research, Inc. announces 2Q19 webinar schedule

HAMPTON, N.H. (March 4, 2019) — Technology Business Research, Inc. (TBR) announces the schedule for its 2Q19 webinar series.

April 10        Progress report: State of the NFV/SDN telecom market

April 17        Channel partner ecosystems will evolve to support digital adoption

April 24        Evolutionary IoT: Starting small and controlling costs

May 1           Obstacles and triumphs on the journey to cloud

May 8           Health IT converges around consumerization, value and ROI

May 15        30 minutes, 3 months, 3 years: Evolution of digital transformation

May 22        Bringing the best: Talent and technology in management consulting

June 12        The makings of the telecom edge compute market

June 26        Where will hyperconverged infrastructure fit in the modern data center?

TBR webinars are held typically each Wednesday at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

 

Technology Business Research, Inc. announces 1Q19 webinar schedule

Technology Business Research, Inc. (TBR) announces the schedule for its 1Q19 webinar series.

Jan. 9            Virtualization flips the axis on technology monetization and adoption

Jan. 23         IoT is getting a lot easier

Feb. 6           The pendulum swings: Customer demands reshape how infrastructure vendors do business

Feb. 13         5G will be an evolution, not a revolution

Feb. 20         Customers care less, vendors buy more, and both sides become more intelligent

Feb. 27         Consulting’s robot army: How RPA changes the consulting business model

Mar. 20        Enabling stakeholders across the healthcare ecosystem to navigate the path to value-based care

TBR webinars are held typically each Wednesday at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.

 

 

U.S. operators will improve service revenue in 2H18 via continued subscriber growth and adoption of premium unlimited data plans

HAMPTON, N.H. (Sept. 11, 2018) — Wireless revenue rose 2.4% year-to-year to $59.1 billion among U.S. carriers covered in Technology Business Research Inc.’s (TBR) 2Q18 U.S. & Canada Mobile Operator Benchmark. The increase came as a result of higher equipment revenue spurred by the adoption of premium devices as well as improving service revenue trends. Verizon and AT&T (when excluding the impact of the ASC 606 revenue recognition standard) were able to return to year-to-year service revenue growth in 2Q18 as the bulk of customers have transitioned to nonsubsidized service plans. Service revenue is also benefiting from customers migrating from lower-priced tiered data plans to more expensive unlimited data plans and will be further aided by the recent launch of new premium unlimited data tiers, such as Verizon’s Above Unlimited and Sprint’s Unlimited Plus plans.

 

Service revenue will also benefit from U.S. operators sustaining smartphone and connected device subscriber growth in 2H18. “Despite growing smartphone saturation, all Tier 1 U.S. operators were able to gain postpaid phone net additions in 2Q18 as opportunity remains to target first-time wireless customers, including young adults and immigrants entering the country,” said TBR Telecom Analyst Steve Vachon. “Postpaid phone subscriber growth is also coming at the expense of prepaid growth, which is slowing as more customers qualify for postpaid plans as the economy improves. Operators are also expanding their connected device portfolios in areas including wearables and connected car to bolster postpaid subscriber growth. The Apple Watch 3 has particularly bolstered postpaid connections as the device is the first Apple Watch model capable of receiving LTE connectivity.”

Combined wireless revenue among Tier 1 Canadian carriers rose 5.1% year-to-year to $6.2 billion due to continued postpaid additions spurred by shared data programs and expanding LTE-Advanced coverage. The postpaid market in Canada continues to flourish, with Bell Mobility and Rogers increasing postpaid net additions year-to-year in 2Q18, in part due to the country having a significantly lower wireless penetration rate, which is currently estimated at about 87%, compared to the U.S. Canadian operators are also bolstering postpaid subscriber growth by providing low-cost connectivity options to support connected devices, including tablets and wearables, as part of their shared-data family plans. Competitive pressures are challenging average revenue per user (ARPU), however, as Bell Mobility and Telus experienced year-to-year blended ARPU declines in 2Q18 as the companies priced more aggressively to maintain market share. ARPU declines were also driven by Tier 1 Canadian operators offering targeted promotions to combat aggressive pricing offers from regional companies such as Videotron and Shaw’s Freedom Mobile brand.

The U.S. & Canada Mobile Operator Benchmark details and compares the activities of the largest U.S. and Canadian operators, including financial performance, go-to-market initiatives and resource management strategies. Covered companies include AT&T, Verizon, Sprint, T-Mobile, U.S. Cellular, Rogers, Telus and Bell Mobility.

 

Data center builds and expansions, along with AI investments, will drive webscale ‘Super 7’ ICT capex to $69B by 2022

HAMPTON, N.H. (Sept. 6, 2018) According to Technology Business Research, Inc.’s (TBR) 3Q18 Webscale ICT Market Landscape, webscale ICT capex for the “Super 7” will grow at a 26.2% CAGR to over $69 billion in 2022 as these top webscales aim to future-proof business-critical infrastructure and map network capacity to data traffic growth, which is expected to increase exponentially through the forecast period. Webscales are investing tens of billions of dollars in new data centers, either to support their core businesses or to increase the scale of their cloud services businesses.

“Capex spend is spiking in 2018 as the Super 7 build new facilities on land acquired in 2017. Amazon’s 30.4% ICT capex growth rate in 2018 is noticeably lower than its peers, which is largely due to its leading presence in the cloud services market,” said Michael Soper, a senior analyst at TBR. “Challengers Microsoft, Alphabet and Alibaba will grow 2018 ICT capex 73.6%, 100.3%, and 101.6%, respectively, year-to-year in a bid to catch up to market leader Amazon Web Services.”

 

The OEM landscape is being upended as webscales embrace ODMs and open-source technology. A growing number of ODMs aim to take share from incumbent hardware vendors such as Cisco and Dell EMC. Webscales often possess the talent necessary to design their own equipment, then outsource production to an ODM. In these instances, the software is disaggregated from the hardware and the code is written by webscale software engineers. This threat gives webscales negotiating power over incumbents. Cisco is mitigating the threat from ODMs with acquisitions, strong customer relationships and litigation.

TBR’s Webscale ICT Market Landscape tracks the ICT-related initiatives of the seven largest webscale companies in the world, known as the Super 7, which includes Alibaba, Alphabet, Amazon, Baidu, Facebook, Microsoft and Tencent. The report provides a market assessment, deep dives into company strategies and analyzes capex trends, particularly as they pertain to ICT. Vendors are also covered from the perspective of relative opportunities with webscale companies as customers.

 

Technology Business Research, Inc. announces 4Q18 webinar schedule

Technology Business Research, Inc. (TBR) announces the schedule for its 4Q18 webinar series.

Oct. 10         Crossing the chasm: Transforming from a CSP to a DSP

Don’t miss attributes of a CSP versus a DSP, operators leading in the market, vendors successfully enabling transformation and more.

Oct. 17         IoT customer maturity

Don’t miss customer capabilities needed for IoT, implications of customer maturity in go-to-market tactics and delivery, and more.

Oct. 31         IT services expectations for 2019: Assets, industries and human transformation

Don’t miss IT services expectations for 2019, including how vendors and their clients will manage co-innovation’s impact on services-related assets.

Nov. 14       Customer-centric digital transformation: What’s up with that?

Don’t miss the state of adoption of digital transformation technology and services, marketing maturity and opportunities, and more.

Nov. 28        2018: The year multicloud and hybrid cloud became inevitable?

Don’t miss shifts in cloud consumption, cloud vendor adaptations and expectations for 2019.

Dec. 5          Can management consulting survive digital transformation?

Don’t miss the next evolution of digital transformation and co-innovation centers, management consulting, and more.

Dec. 12        Why asset-based IT services will rule 2019

Don’t miss how vendors will adjust to asset-based services, changes observed in 2018 that will gather steam in 2019 and more.

 

TBR webinars are held typically on Wednesdays at 1 p.m. ET and include a 15-minute Q&A session following the main presentation. Previous webinars can be viewed anytime on TBR’s Webinar Portal.

For additional information or to arrange a briefing with our analysts, please contact TBR at [email protected].

TBR launches new Cloud Customer Research reports covering infrastructure and applications adoption

Recognizing that a more mature cloud market needs deeper customer insight, Technology Business Research, Inc. (TBR) is launching two new programs: Cloud Applications Customer Research and Cloud Infrastructure Customer Research. While the vendor landscape is solidified from a leadership perspective, customer behavior has become even more difficult to decipher. TBR’s new programs will help subscribers to plan and take action to win more cloud business.

Many of the simple workloads, such as development & test, CRM and productivity, have moved to the cloud, but exactly what services will move next and how remain difficult questions to answer. TBR’s Cloud Customer Research reports address these new market realities, providing direct feedback on leading and emerging vendors and focusing the analysis on specific workloads in both the applications and infrastructure domains.

Insight provided through in-depth customer interviews allows subscribers to understand the nuance involved with customers’ cloud usage and leverage that information to directly influence their positions in the market. The result of the research is clear identification of market size, leading vendor share, vendor perception, vendor strengths and weaknesses, and case studies on workload adoption.

The two new Cloud Customer Research streams deliver insight that can be used internally to plan business strategies and field guides that can be used externally to initiate and close more competitive deals. While the two research streams will cover different markets (applications and infrastructure), they have a similar structure: analyzing market opportunity, customer behavior, vendor position and perception; offering engagement scenarios and field guides; and providing interview excerpts. TBR will conduct 400 surveys and 100 interviews annually as part of this program and will publish the two reports in September and March.

For additional information about this research or to arrange a one-on-one analyst briefing, please contact Dan Demers at +1 603.929.1166 or [email protected].

 

TBR launches Alibaba Cloud vendor report amid changes in public cloud PaaS & IaaS markets

As Alibaba Cloud continues to prove itself as a relevant public cloud PaaS and IaaS challenger, Technology Business Research, Inc. (TBR) is launching a new report focused on the vendor to provide subscribers with ongoing insights into the business’ performance. As Alibaba’s cloud business progressively moves beyond the company’s traditional China and Southeast Asia presence to compete more directly with the leading public cloud PaaS and IaaS vendors TBR covers regularly, it has become relevant to include Alibaba Cloud in our vendor coverage.

Alibaba has proved its public cloud legitimacy by capitalizing on the highly restrictive cloud services market in China. With more than one-third of the top 500 Chinese companies as customers and two-thirds of China-based unicorn startups running on Alibaba Cloud services, the business has demonstrated that it has a broad appeal as it looks to translate local success to new geographies. Although Alibaba Cloud has successfully expanded from China to the broader Asia market, its transformation to a truly global provider faces greater barriers.

Western vendors dominate global public cloud mindshare and are adapting their strategies to specific geographic needs to rapidly expand their own international presence. As such, Alibaba Cloud has begun to innovate around regional needs and high-value artificial intelligence and Internet of Things cloud services to drive higher-margin and more differentiated workloads to its platform.

Alibaba aims to challenge more globally dominant public cloud vendors, such as Amazon Web Services (AWS), Microsoft Azure, IBM Cloud and Google Cloud, to cement its position among these leaders. In October 2017 Alibaba Cloud President Simon Hu claimed that the business was “on track” to overtake AWS as the global leader in cloud by 2019.

 

This is undoubtedly an exaggeration, as Alibaba’s cloud business only generated 8% the volume of revenue that still-growing AWS generated in 2017, but the statement affirms Alibaba’s commitment to scaling its cloud business. TBR estimates that Alibaba Cloud will not overtake AWS, but as shown in Figure 1, that it will grow fast enough to close the gap between itself and AWS and Microsoft. Amid global growth efforts, Alibaba’s dominance of the Chinese cloud market will remain a key driver of its overall performance.