We’re different. Remember that. We’re insightful, and remember that too, and remember that a big reason why we’re insightful is that we’re different. Andover Intel is based on a simple principle, which is that to understand tech, you have to understand what tech buyers are doing, expecting, justifying. We’ve established a user contact program that…
Nokia is one of the companies who’s addressed the “digital twin” concept explicitly, and so when it’s Bell Labs group does a piece on digital twins in telecom, it’s worth a look. Operators have mentioned digital twins in my chats, too (53 of 88), so I have some comparative data to relate as well. A…
Is network spending now really nothing more than security spending? Obviously not in a total-spending sense, but probably in a capex-growth sense. Of 354 enterprises who commented to me on their 2025 network budgets, 287 said that security capex would grow at an average of 6%, where overall network spending was expected to grow by…
Every year, most enterprises and telcos undertake a technology assessment intended to drive the budgeting for the following year. This can run between mid-September and mid-November, and most of these reviews are now complete. I’ve gotten a picture of the results of 308 enterprise reviews and 54 network operator reviews, and so I can now…
What do enterprises think about 2025, following the election? It’s very early to get a complete answer to that, largely because most have been telling me that it would take time for the results to gel. Well, I’ve gotten 84 comments on 2025 by enterprises since the election, and while I’m sure I’ll be revisiting…
I’ve cited enterprise views, and those of operators as well, in past blogs, but I’ve gotten over 150 comments on technology from technology vendors so far this year, commenting on past blogs and just expressing their views. This group of people is different from the enterprises in that I know most of them, and in…
Most telcos and even telco vendors agree that there’s a need, an urgent need, for telcos to transform their infrastructure. The “legacy” way of building networks was built on paradigms that have long been challenged, but in order to displace it, telcos and vendors have to embrace some different model, and recognize different (and new)…
There’s been a rethinking of the value of cloud computing, for sure. As I pointed out in my last blog, there’s also been a rethinking of the value of NaaS. In both cases, hype has been one of the factors. Linus Torvalds recently characterized the AI space as “90% marketing and 10% reality”, and my…
The notion of “network-as-a-service” or NaaS has been one of those things that’s regularly gained and lost visibility over time, while at the same time exhibiting a lack of a precise definition or even value proposition. In early 2023, I blogged about enterprise views on NaaS, and in the interval since then I’ve seen some…
It’s apparently time to say goodbye to Metaswitch, one of the most potentially transformational telecom vendors/startups of our time. The company was a provider of open-source telco software designed to implement the features of the IP Multimedia Subsystem (IMS), and a key part of the multi-vendor alliance that I assembled to provide a cloud-centric implementation…
OK, you know I said yesterday that telco APIs would fail to move the profit needle for both vendors and operators, unless they linked to features of transformational new services. There’s a Light Reading piece that calls the telco API picture as it stands into question, so what might those transformational services be? I’ve offered…