Ovum for Network vendors

Understand the implications of the evolving infrastructure value chain as SDN, NFV and cloud computing challenge the dominance of traditional vendors

Communication service providers (CSPs) are going digital. As they shift from CSP to Digital Service Provider and seek to become more agile their approach to sourcing and relationship with traditional vendors is changing. Their priority is to deliver faster, all-IP, cloud-driven services with vendor and hardware agnostic infrastructure.

The challenge for network vendors is navigating a new and rapidly evolving value chain as new competitors enter the previously walled garden of the telecoms market. At the same time technologies such as 5G, FFTs, GPON, G.Fast, and Mobile Edge Computing present new opportunities.

Ovum helps you:

Establish the impact of major trends such as cloud computing on the market and your business
Idenitfy where traditional vendors, software companies, start-ups and developer ecosystems fit in telco procurement plans
Identify where service providers plan future investments and track their deployments

Service Provider Markets

Telefonica sells Latin American units to recover investor confidence and prepare for 5G

By Ari Lopes 19 Feb 2019

Telefonica has sold its operations in Guatemala and El Salvador to its rival America Movil to reduce debt and free up capital for investment in strategic priorities such as 5G. Reducing debt is also a crucial step towards recovering investor confidence.

Consumer and Entertainment Services

Telcos have made inroads into re-bundling, but complacency is not an option

By Nicole McCormick 19 Feb 2019

Ovum's new bundling forecasts estimate that subscriptions to next-generation bundles will make up almost 40% (352 million) of total bundled subscriptions by 2023.

Consumer and Entertainment Services, Internet of Things

Key trends in the smart home market: January 2019

By Mariana Zamoszczyk 18 Feb 2019

A roundup of key events in the smart home market in January.

Consumer and Entertainment Services, Internet of Things

Key trends in the smart home market: December 2018

By Mariana Zamoszczyk 18 Feb 2019

A roundup of key events in the smart home market in December.

Service Provider Technology

DriveNets delivers a telco-grade routing solution with cloud agility, driving down costs for CSPs

By Don Frey 15 Feb 2019

On February 14, 2019, DriveNets, a startup, announced $110m of round A funding for a disruptive service provider routing solution with a cloud-native software package running on partners' white-box hardware.

Consumer and Entertainment Services, Internet of Things

Amazon strengthens its position in the connected home

By Michael Philpott 14 Feb 2019

Amazon has announced that it is acquiring eero, an innovative and well-respected mesh Wi-Fi vendor, with the purpose of helping its customers better connect smart home devices. To truly help consumers, all vendors need to move toward open standards such as the Wi-Fi Alliance's EasyMesh.

Service Provider Technology

Could China ban lead to a balkanized mobile ecosystem?

By Daryl Schoolar 12 Feb 2019

One of the major strengths of the mobile ecosystem has been common standards. These standards have helped create a global market for vendors' devices and network kits. This could come undone if the banning of Chinese mobile technology in the Western world leads to the creation of two sets of standards.

Service Provider Technology

OFC 2019 industry themes preview: 400G, silicon photonics, post-merger roadmaps, and 3D sensing for more applications

By Ian Redpath 12 Feb 2019

With OFC 2019 rapidly approaching, due to start on March 3, 2019, a number of industry themes are crystallizing that will garner substantial interest at the conference.

Consumer and Entertainment Services

Regulator concerns over data sharing could stymie Facebook's messaging app integration plans

By Pamela Clark-Dickson 12 Feb 2019

A lack of informed user consent for how Facebook collects and combines data and concerns over its market dominance lie at the heart of a recent decision against the company by Germany's competition regulator.

Service Provider Technology

Cable operators are seeking technological middle ground for next-gen DOCSIS

By Jaimie Lenderman 11 Feb 2019

Cable operators are doing the math on Full Duplex DOCSIS (FDX) and many are finding that Node+0 is a difficult goal to achieve alongside a newly implemented distributed access architecture (DAA).

Consumer and Entertainment Services, Internet of Things

Service providers that fail to take a deeper and longer-term view of data privacy will lose out

By Eden Zoller 05 Feb 2019

The benefits of increasing connectivity and advances in AI can only be realized if service providers and other stakeholders treat data privacy as a long game and plan now for the challenges ahead.

Service Provider Markets

There is increasing pressure from alternative operators to functionally separate Orange France

By Sarah McBride 04 Feb 2019

On January 24, 2019, the French association of alternative telecoms operators submitted an antitrust complaint to the competition regulator about the incumbent Orange. The association of 45 operators is not only apprehensive about the level of competition on the legacy infrastructure for ADSL connections but also worried about the implications this has on fiber deployment.

Consumer and Entertainment Services

Facebook to create a data super-silo with integration of Instagram, Messenger, and WhatsApp

By Charlotte Palfrey 01 Feb 2019

In January 2019, Facebook announced that it intended to merge the messaging capability of its holy trinity of messaging apps: Facebook Messenger, Instagram, and WhatsApp. Users of these apps will be able to send messages to any of the other apps without the need for both users to be on the same platform. This integration marks a departure from previous promises that Instagram and WhatsApp would remain independent.

Consumer and Entertainment Services

Google saves Wear OS with Fossil wearable tech buyout

By Rishi Kaul 31 Jan 2019

On January 17, 2019, Fossil announced a $40m sale of smartwatch IP to Google. The deal is centered on smartwatch IP acquired when Fossil purchased activity tracker company Misfit, an expert in health and fitness technology.

Consumer and Entertainment Services, Internet of Things

Taking voice to a multibillion-dollar digital economy platform

By Ronan De Renesse 30 Jan 2019

Voice will capture some revenues from existing consumer spending, but the real opportunity resides in its ability to generate some additional growth.

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