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Alibaba misses estimates but beats EPS on tough headwinds

Alibaba's cloud business revenue rose 20% year over year for its first fiscal quarter, but dropped 66% sequentially.

Will 5G Change the World? Olivier Guéret, Nokia (Ep. 45)

In this episode of Will 5G Change the World?, Nokia’s Olivier Guéret talks through strategies for operators to monetize their 5G investments. In addition to shifting from selling connectivity to selling business outcomes, Guéret highlights the need for a strong focus on ecosystem development from both a governance and engagement perspective.

Five trends that will shape the next decade in IoT (Vodafone on 2022 – and beyond)

Eighteen months ago, in the middle of the first COVID-19 wave, we launched a study to learn more about how businesses were using IoT. We sought to discover if IoT was helping them cope with the unprecedented challenges caused by the global pandemic. The...

Open RAN adoption accelerates in 2022 and beyond—a growing ecosystem (Reader Forum)

5G technology adoption and the cool, robust applications it enables such as IoT, Industry 4.0, autonomous driving, telehealth, robotics and more continue to drive Open Radio Access Networks (RAN) along with the promise of seamless network deployments and upgrades at lower costs. And the...

‘The real risk is we don’t partner’ – cloud-cos, telcos and the free-for-all in the 5G house

Note, this is an excerpt from a new editorial report, The Role of Hyperscalers in 5G and Edge – and how they are Collaborating and Competing with Mobile Operators at the Industrial Edge. The report is free to download, and available here – or...

Hyperscalers and private 5G – the good, the bad, and the complicated (ABI on 2022)

Hyperscalers have been strengthening their telco ambitions in 2021, culminating with Amazon Web Services (AWS) launching its own private 5G solution this month (December). The AWS model for private 5G is consumption-based with pricing determined by coverage area and bandwidth. While the solution immediately...

‘It’s the Android model’ – Google Cloud on how it will remake the 5G edge with carriers

Note, this article is taken from a new Enterprise IoT Insights report, called The Role of Hyperscalers in 5G and Edge. To read the full article – including about Google Cloud’s go-to-market strategy with operators, the breakdown of use cases across the cloud-edge, and...

Ciena says it’s taking market share from Huawei

Ciena sees a year of "outsized revenue growth" ahead Telecom networking company Ciena says that it is taking market share in network infrastructure from embattled Chinese vendor Huawei, primarily in Europe and India, where Ciena saw 13% year-over-year growth. Ciena President and CEO Gary Smith said...

Hyperscalers and telcos at the industrial edge – a royal couple or a battle royale?

The kaleidoscope has been shaken, and the pieces are in flux; it is a quote from when British politics was supposed to change forever. But it captures very well an even more seismic upheaval, which promises indelible change for global industry – and will...

More on AWS Private 5G – branded to begin, partners to join, carriers included (sort of)

So AWS responded about some of the finer details in its new private 5G offer, announced yesterday. What have we learned? Not much, at least in terms of the identity of the networking partners it is using for the project. But there was some...

AWS rolls network, compute, devices into one-stop managed private 5G service

Big news in the excitable private 5G universe; Amazon Web Services (AWS) has introduced its own private 5G service, AWS Private 5G, incorporating small cell radio access network (RAN) units, core and RAN software, and subscriber identity modules (SIM cards), plus sundry edge servers...

Hyperscalers outrunning telcos – but 75% of enterprises want hybrid public-private 5G

Hyperscalers, with only varied and newly acquired in-house 5G knowledge, are outpacing telcos, with 40 years in the game, at private 5G, according to new research from Omdia. The analyst house has named Microsoft as the ‘top innovator’ in the field, ahead of AT&T...

‘A thousand flowers will bloom’ – should carriers climb into bed with hyperscalers?

It is a good question, and maybe the only question for mobile operators going into the Industry 4.0 space. Camille Mendler, a chief analyst at Omdia, asked it of Google Cloud in a recent webinar, which went under the same header, about why mobile...

‘Operators will change shape too’ – Radisys unpicks the private 5G riddle for telcos

Note, this article is taken from a longer editorial report on private 5G enterprise NOCs; to access the report, click here, or on the image below. For the attendant webinar on the same subject, including panellists from ABI Research, Vodafone, and Radisys, go here. US-based Radisys,...