Category Archives: General

A Year in Transition: A Look Ahead

By | December 30, 2016

As the year winds down, I wanted to share a few brief notes and observations. In short, I view 2016 as a ‘transitional’ year. This transition will unfold  unfold over multiple years. It will see new technologies and business models rising while others fading away. Some highlights based on what we at Xona Partners have been involved… Read More »

The Triumvirate Standoff and the New Telecom World Order

By | November 7, 2016

We are at a defining moment in the evolution of telecom. Forces are building across a fault line between service providers and Internet giants. Both sides appear to have reached a wall. It’s a matter of time before an earthquake reshapes the scene.  For service providers, the challenge lies in hard-to-scale rigid networks and a culture steeped… Read More »

Virtualize or Perish: The Software Transformation Challenge!

By | October 17, 2016

Telecom service providers are facing a challenging dilemma. While they are sitting financially comfortably, the forward-looking service providers know that they are required to implement sweeping changes in how they deliver services. Otherwise, they stand the risk of being relegated to commodity dumb pipe provider by visionary entrants with new service models. Thus, in facing the… Read More »

Why Are Telecom Service Providers Interested in Open Source?

By | September 29, 2016

Open source in telecom networks is an emerging concept that could disrupt the telecom value chain. Hardware solutions make up the vast majority of today’s telecom network infrastructure. In recent years, Network Function Virtualization (NFV) and Software Defined Networks (SDN) solutions began to appear in networks – a trend that will accelerate in the future. While virtualization provides… Read More »

5 Reasons Why Smart Cities Fail

By | April 9, 2016

Beyond the hype of Smart Cities lies a number of challenges that have made the realization of smart cities a slow and arduous process. Some of the top challenges in my experience are the following: 1- Budget: cities operate on very tight budgets. The budget allocated to information technology is a relatively small part of… Read More »

The Mushrooming IoT Alliances!

By | March 24, 2016

Many industry associations emerged on the scene within the last 8 – 18 months reflecting both the heightened interest in the general IoT space and the need for interoperability in a fragmented market. These alliances can be categorized broadly into two groups: industry collaboration alliances and technology alliances focused on ensuring interoperability among devices. For the… Read More »

IoT in the Home: Funding

By | March 3, 2016

Smart home startups took $454 million in investor funding in 2014, an increase of 57% over 2013[1]. Among the largest deals in the space over the past six months include a $38MM Series B from Bessemer Venture Partners, Comcast Ventures and Qualcomm Ventures to August (smart locks) and a $31.8 million Series B to connected… Read More »

IoT in the Home: Emerging Trends

By | February 23, 2016

The adoption of wireless technologies for connectivity has shaken up the home automation market unleashing a number of trends: The race to own the gateway. Home automation devices connect to the Internet through a gateway in the home. A standalone hub, cable set-top boxes, xDSL routers, a tablet may all serve as potential gateways. Established… Read More »

IoT in the Home: Market Players

By | February 16, 2016

Home automation is an active market with many players approaching it from different angles: Technology giants: Apple (HomeKit, iOS), Google (Nest, Android), Samsung and Microsoft (Xbox, Windows) best exemplify this segment. These companies leverage the operating system of mobile devices, their incumbency in the Internet platform business, and the Cloud infrastructure to expand into the… Read More »

IoT in the Home: Market Characteristics

By | February 12, 2016

The home automation market is undergoing a progressive transformation propelled by the proliferation of smartphones and tablets. In addition to cellular technologies, home automation devices integrate different local and personal area technologies to connect among peripherals. This led to a new phase of evolution in home automation systems where wireless technologies enable connectivity for monitoring… Read More »

International Carriers’ Path to The IoT Gold Mine

By | September 8, 2015

The following excerpts are from a paper we recently published in collaboration with Hot Telecom on the business opportunity for wholesalers in IoT. Here, I capture the opportunity for the enterprise and transport sectors, but we also address the consumer sector. You can download the paper at this link to begin exploring recommendations for international wholesale… Read More »