We’ve started to see more stories about companies not “moving everything to the cloud” but instead moving everything off the cloud. The most publicized and analyzed examples of this is collaborative service provider Basecamp a who dropped cloud services costing $3.2 million in favor of in-house servers. This is a very radical example of a…
Summarizing MWC
MWC is almost over, and it’s been a mixture of the “Old Telco” and the “New Cloud.” The combination could have possibilities, but I think the show was almost two shows because the combination was either absent or at least trivialized. I blogged yesterday about the GSMA API initiative, and that’s only one example of…
Will the GSMA API Program Help Telcos Raise Profits?
What “interfaces” are to hardware, APIs are to software. Thus, any transformation in network services that’s based on adding features to connectivity is very likely to rely on APIs. But this new mission for APIs is hardly the first mission. Operators have long exposed connection services through APIs, and APIs are the basis for application…
What’s Behind the “New Nokia”?
Nokia has launched a new strategy, including a new logo, and the latter has gotten more attention than the former. That’s too bad because Nokia’s numbers have been good, as opposed to those of some of its major competitors. Why would they want a “refreshed company strategy to deliver sustained long-term growth” at this point?…
What’s Behind the “New Nokia”?
Nokia has launched a new strategy, including a new logo, and the latter has gotten more attention than the former. That’s too bad because Nokia’s numbers have been good, as opposed to those of some of its major competitors. Why would they want a “refreshed company strategy to deliver sustained long-term growth” at this point?…
Why Operators Need Federation (and Why it May Be Too Late)
Mobile services rule, that’s a fact of life for the operators. For decades, they’ve been more profitable than wireline services, and increasingly they’re being used to make customer relationships sticky, pulling through wireline broadband in a competitive market. Comcast, for example, has long had an MVNO relationship with Verizon and uses its mobile offerings to…
Telco Capex, Infrastructure Technology Trends, and Vendor Opportunity
Like most analysts, I don’t often cite or praise the work of other analysts, but today I want to give a shout-out to Omdia for a figure they posted on LinkedIn, titled “Global telecoms capex flow, 2021”. It makes, in convenient graphics form, some of the points I’ve been raising in the evolution of telecommunications…
An Attempt to Assess Section 230
“No provider or user of an interactive computer service shall be treated as the publisher or speaker of any information provided by another information content provider.” This text, part of Section 230 of 47 US Code, is often called “the 26 words that created the the Internet”. It’s this specific section that the US Supreme…
Looking at the Buyer Side of NaaS
One of the tech topics that seems hardest to track is “network-as-a-service” or NaaS. Like a lot of technologies, NaaS is subject to what we could kindly call “opportunistic redefinition”, meaning NaaS-washing. When that happens, definitions tend to get fuzzy because vendors broaden the definitions to ride the media wave. I wondered whether we might…
Cisco Comes out of “Follower” into “Fast”
Let’s start by looking what we’d like to learn from the Cisco earnings call held Wednesday. Yes, it’s nice to know how Cisco did, particularly relative to competitors like Juniper. Yes, it’s nice to know how they characterize their quarter and what guidance they offer. What’s nicer is relating the Cisco information to the conditions…