Cloud players continue to set record revenues and profits while the telcos grapple with stalled revenues. The market cap of three to the top cloud players – Amazon, Google and Microsoft – stand at around $1.9 trillion while the top 4 US telcos – AT&T, Verizon, T-Mobile and Sprint, stand at under $500 billion. The telcos have lost… Read More »
Edge computing has been attracting a lot of interest lately. The reasons are many, not the least is the potential for service providers to create and monetize new services and applications. I recently chaired a panel on MEC at the Layer123 NFV Congress 2017 in San Jose. In speaking with different ecosystem players, I noted a few misconceptions… Read More »
The threat of over-the-shelf services (OTTs) to wireless network operators is well established, but as of yet, there is no clear answer as to how mobile network operators (MNOs) can ward off the OTT threat. This is evident by eroding margins where many large MNOs are now standing in the 30% EBITDA margin range, down from around 50%.… Read More »
We have released our annual Cloud RAN report with new insights and analysis on the development of this market during 2014. Cloud RAN is certainly gaining in interest in the operator community. This is due to practical reasons related to cost savings that can be realized first by the process of centralization and then by the virtualization of… Read More »