What network models are enterprises looking at for the future? How might the network of 2028 differ from that of 2025? I got some information from 294 enterprises that offer some answers to these questions, but they also point out that there are many different drivers operating on networks over the next three years, and…
The Evolution of “Non-Transactional” Flows and Applications
One of the biggest, and yet least-recognized, challenges enterprises face in software deployment these days is addressing non-transactional models of application workflow. We’ve spent decades understanding and populizing online transaction processing (OLTP), in large part because for decades that’s the only kind of application you found at the core of businesses. That’s changing today, in…
Is It Time to Rethink Netops?
Enterprises have always managed their networks, but just how that’s done has always had its own twists and turns. The common thinking is expressed by the FCAPS acronym, meaning fault, configuration, accounting, performance and security, and this is what we could call the “prescriptive” thinking. But enterprises themselves seem to recognize some higher-level issues, mostly…
Impacts of the HPE Deal for Juniper: Up or Down?
We’re still waiting for movement by someone on DoJ’s opposition to the HPE/Juniper deal. Meanwhile, the two companies, their customers, and their competitors are all gaming out the results of the possible outcomes. That’s difficult because we can’t be sure why HPE or Juniper wanted the deal in the first place. The general view in…
Is There a Way to Fight Telco Commoditization?
Here’s a seemingly obvious truth for you; there’s no such thing as an infinite TAM. Any market can be saturated, and as saturation approaches all markets can expect to see a slowdown in growth rate. So it is with wireline broadband in general, and cable broadband in the US in particular, according to a Light…
Politics, Tariffs, and Telecom
There’s a lot of comment these days that everything has changed, that there’s a new global order that cuts across economics and politics. It’s all likely true, though how profoundly it will change things is still a bit uncertain. Light Reading certainly has it correct when they say that “Nokia’s new boss must tackle Trump…
Why Do Operators Always Seem to Get Openness Wrong?
I’d bet you that if technology buyers were asked for a single word to describe what they’re looking for in tech these days, the word would be “open”. Why, then, do we keep hearing that network operators are disappointed in the progress of things like Open RAN? Why do enterprises, in contrast, seem to adopt…
Operator Cost Management and Long-Term Planning Challenges
Everyone knows that network operators want to manage costs. The essential challenge they have is that the Internet model of networking and information/content distribution doesn’t pay a consistent rate for capacity, but Internet use, driven by new over-the-top (OTT) businesses are based on creating more demand for it. Thus, expanding use of the Internet will…
World Models, Twins, and Empowerment
I had an interesting conversation with an AI expert from a major AI company, and if I add it to some parallel points from enterprise conversations on AI, I think it leads to some insights into what AI might (or might not) contribute to boosting technology value, and spending. Tech spending by enterprises falls into…
How “Universal” Should Broadband Be, and How Do We Get There?
One of the pressing questions of the Internet age is whether broadband Internet access is a service so essential that it must be made available to everyone. Should there be truly “universal service” in broadband? At what price? There have been many programs and laws passed on this, but in the last year or so…