Our industry is driven by a lot of almost-hidden forces as well as by the more obvious buyer/seller tension. One of the most significant is the responsibility that a public company has to its shareholders. While we talk all the time about how companies need to “listen to their customers”, the fact is that a…
The Mobile World Congress event is arguably the most important carrier show, in no small part because mobile services are about the last bastion of profitability for operators globally. This year, we had for the first time quite a bit of NFV stuff presented at the show, and that’s important for the same reason the…
Most of you probably aren’t old enough to remember the song “Three Little Words” and I won’t bore anyone who’s not interested enough in the source of my blog topic by recounting the lyrics. They don’t apply in any sense to my topic today, other than that I’m proposing three different three-word triads and weaving…
We’ve completed a couple of critical meetings in the NFV space (Team Action Week for the TMF and the regular quarterly ISG meeting) and we’re now facing an ONF event in the SDN space. The NFV ISG has begun discussions on the “what next?” topic since its formal charter was to complete its specification work…
The announcement that Comcast wants to buy TWC isn’t a surprise to those in the industry, but it’s still raising a lot of hackles because of fears that it would create a giant who would stomp on other competitors and on consumer rights. The fact that Comcast has been a regular sparring partner with public…
Cisco reported their numbers yesterday, and the results can best be described by paraphrasing the theme the Street took up; “they cleared a low bar.” Cisco had reduced estimates and met or slightly beat them as a result. Underneath, though, there was no indication that the company has come up with a way to address…
I’ve been talking all this week about the evolution of NFV as a concept, leading up to the ISG meeting in Malaga next week. One topic that’s been covered is the slippery distinction between “cloud hosting”,“NFV hosting”, or just plain hosting, of something. Some of the ISG use cases, such as IMS, EPC, and even…
With Mobile World Congress coming along there’s plenty of buzz in the mobile space, and more than a few announcements are likely at the show. Some will probably mix SDN and NFV with mobile, maybe with each other, with the cloud, and possibly with the Internet of Whatever’s Next. Maybe it’s time to do a…
I wrote on Friday about the demand-side evolution of network function virtualization and the importance of framing an NFV story within a broader revamping of service management and operations. Today we have two more NFV-related data points that again demonstrate that moving to a software-driven vision of network features is complicated—and likely to be competitive….
The next two weeks are going to be very important for network functions virtualization (NFV), and also for the evolution of operations practices overall. Next week, the TMF launches its Team Action Week activity, which will include the presentation of a number of “Catalyst” demonstrations on NFV management. The following week is the quarterly meeting…