There’s always going to be some vendor whining regarding any technology. Somehow, buyers don’t seem to accept that it is their duty to buy the latest technology offered, whether they actually have a business case for it or not. Vendors keep insisting that even if the new stuff doesn’t really do what’s needed, that’s only…
In a blog on Monday, I talked about the action that operators might be taking to improve their business model in the next three years. I based this on comments from 81 operators. Now, I want to use the same sources to look at what operators think about new services over the same period. Obviously,…
The AI landscape is changing. It’s not really obvious at this point because most people get their AI views by reading online stories, and they’re not tracking the reality of the shift at this point. Maybe they never will. Whether they do or not, we have to remember that AI adoption, the profits from AI,…
What are the network operators, the telcos and cable companies, going to do over the next three years? What should they do? Any questions like that, however important they may be, are necessarily difficult to answer because the future is never really clear. But we have to try, and what I propose to do is…
The term “networking” has two meanings. In the one we in the industry use most often, it means the process of building connectivity. In the other, the “connect” root translates into “connections”, meaning interpersonal or inter-company relationships. It may be time, in order to pursue progress in the first sense of the term, we accept…
In a couple of my recent blogs, I talked about Nokia initiatives that might (directly or indirectly) jump-start the fusion of AI and the metaverse. That could launch a boom in tech, a pathway to enhancing the productivity of a whole class of workers we’ve been ignoring, the ones that aren’t sitting at desks. But…
Cisco messed up. That’s the conclusion of Wall Street, and at one level I agree. According to an analyst quoted in the article I’ve referenced, “management overestimated that demand would return in F2H24, when the reality is we are in a networking downcycle ex-AI investments.” That’s true, and it’s the level I agree on. The…
How often have I said that network vendors try to sell their products in a sort of missionless vacuum? How often have I wondered why they didn’t try to create something between what they traditionally sell (which is network gear) and what the buyer wants (which is a business improvement)? Well, Nokia has been trying…
Telco interest in AI is high, like the interest of other verticals these days. Still, telcos are perhaps a bit behind in general in their progress at assessing AI, meaning that if you look at the 44 vertical clusters I get data on, telcos fall in the bottom third in terms of AI capability based…
When you’re in a situation where your revenue per user (ARPU) and total addressable market (TAM) are both static or even falling, and where Wall Street expects you to report higher earnings to sustain your stock price, you surely have challenges to address. Earnings roughly equals revenue minus expenses, so if revenue is static and…