AI in Telecoms: Separating the Contenders from the Pretenders
I continue to be underwhelmed by vendor pitches on their AI efforts to date. For some it’s a repackaging exercise of old technology with new marketing lipstick. For others it’s nothing more than...
View ArticleCOVID-19 Inflicts Major Damage on Telco Market
COVID-19 is disrupting supply chains but the greater risk may be a drop in consumer demand. This is already showing up in China’s economic data. This could very well spread to other countries as...
View ArticleEdge “tapas” at IBM London event
IBM outlined their vision for telco and edge cloud in a series of informal analyst roundtables in London recently. Solving a difficult edge problem “Historically, the industry didn’t really solve the...
View ArticleIntent – why you should care!
Why intent matters Be on guard, we have a new buzzword; “intent”. Appledore have been advocating such approaches for many years, long-before the industry coalesced around the term intent. Why?...
View ArticleNetwork Edge Cloud – Unknown unknowns
When Amazon made its first steps to creating a cloud company AWS, it was impossible to predict what has occurred since. The innovative use cases for public cloud and the potential for disruption of...
View ArticleWork from home relies on an excellent telco infrastructure- Zoom can’t fail
“Uh oh there appears to be a problem” On a conference call yesterday Zoom web conference failed, meaning that only dial in would work. Similarly my home broadband, is clearly showing speed degradation....
View ArticleCovid 19 – time to value our CSP networks
Over the weekend Nokia Deepfield published some initial analysis of the effects of Covid19 on service provider networks. Years growth in days There has been a massive growth in traffic of around 30%,...
View ArticleThe Promise of Slicing in the 5G Era
5G will change the business model for how services are delivered. Among the benefits of deploying 5G one feature is the ability to carve the network into finer grain slices. This is possible because 5G...
View ArticleCovid-19 Impact to Telecom Supply Chain Muted
Infrastructure suppliers have not reported any material impacts as a result of supply chain disruptions for components as a result of Covid-19. The key infrastructure suppliers to CSPs include Huawei,...
View ArticleThe Power of the AI Driven Telco
Appledore Research forecast that the AI Software and Services spending in telecom will increase from USD 148 Million in 2020 to USD 5.1 Billion in 2025 at 103% CAGR. Major drivers for investment in the...
View ArticleMobiledgeX-led Consortium demonstrates the value of collaboration and...
Edge Collaboration seems to be taking off. That’s a good thing. Recently, we attended kick-off events for two related but complementary kinds of industry collaboration around edge cloud. Both were led...
View ArticleA Tale of Two Businesses in Covid Era
Having ownership in two small businesses during the coronavirus crisis has given me perspective. Both businesses have their challenges but black swan events like covid19 favor some small businesses...
View ArticleEdge – Success Demands Collaboration
Success in Edge Demands Collaboration In a new Research Note, Appledore analyze the need for collaboration in edge. Public Cloud firms and FAANG have demonstrated that economies of scale win on the...
View ArticleWhere next for Telco Innovation?
“I am a utility” The first step to addressing a problem is to admit you have a problem. Telco has an innovation problem, with many CSPs being utility providers of connectivity, even if many don’t want...
View ArticleIoT Innovation in Covid19 time
A Spanish digital retail company, Beabloo, recently announced a solution for pharmacies (and other key retail stores) to manage social distancing for Covid19. It is a good example of very rapid IoT...
View ArticleHome WiFi – Both Opportunity and Threat
Stay-at-Home is killing our WiFi Routers “Any chain is only as string as its weakest link. And when WiFi is that weak link, carriers typically pay a price” The recent quarantine, and mass...
View ArticleMicrosoft boosts its 5G credentials with Metaswitch
Microsoft has announced its acquisition of Metaswitch, building on its existing acquisition of Affirmed Networks. Microsoft now has a powerful set of assets at the core of the mobile network and the...
View ArticleHuawei fights for survival?
“The priority of Huawei is seeking survival” – Guo Ping The US announcement of further trade restrictions against Huawei this weekend meant a radical shortening of the keynotes for the Global Analyst...
View ArticleNuage and Asavie Extend SDWAN to Mobile Devices
A chain is only as strong as its weakest link . . . and hackers know this. No matter how strong your front-door security, if the back door’s open, trouble will enter. Nuage Networks (SD-WAN) and...
View ArticleSD-WAN: The Trojan Horse for a Dynamic Enterprise Edge?
SD-WAN is the Trojan Horse for CSPs to win in the road to a Dynamic Enterprise Edge. Telcos once owned enterprise services, as they were, end-to-end, with PBXs, “Centrex”, (voice) VPNs, terminal gear,...
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