Saturday, February 13, 2021

Money Moves: January 2021

Here are some of the most prominent venture capital and merger and acquisition news items from the past month. If you’d like SDxCentral to report on your company’s VC or M&A activity in our monthly Money Moves section, or if you have any tips on that activity, please send the information to Sydney Sawaya (ssawaya@sdxcentral.com).

Friday, February 12, 2021

Thursday, February 11, 2021

CableLabs CMO sets her exit

CableLabs, which recently merged with SCTE and is inching toward its '4Front' event in June, said it has begun a search for a new chief marketing officer amid the departure of Rachel Beisel.

Daily Roundup: Rakuten Wins 5G Deal

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletters to get these stories in your inbox.

Do something useful with spectrum auction proceeds - Lowenstein

The good news: the recently completed C-band auction was a tremendous success, raising some $80 billion -- significantly above consensus estimates. The bad news: we’ll never really know what happens to that $80 billion, which is a particular shame during this pandemic era when broadband availability and affordability have become front-burner issues. The industry and regulators need to take a serious look at this.

Verizon's retail strategy touches some nerves

If you’ve recently visited a corporate Verizon store, you may have noticed signage telling customers to wait outside. It’s part of a 1:1 ratio of customer-to-rep that the company started last year when the pandemic set in.   It’s been going on for months, and Wave7 Research likens it to a 1-on-1 basketball game. When analysts visit a store as part of their routine checks, they’ve found that more often than not, a store rep is at their side. “It’s almost like you’re in a basketball game and it’s a one-on-one defense format,” said Jeff Moore, principal of Wave7.

Kerravala: SD-WAN provider Masergy launches UCaaS offering

On Thursday, Masergy, a provider of SD-WAN and SASE products announced, it has enhanced its current Unified Communications-as-a-Service (UCaaS) solution by adding Cisco Webex. The partnership will allow the service provider to consolidate calling, Webex meetings and video into a single application experience.

Lessons from spectrum auctions: Entner

The bidding for licenses in the C-Band auction has ended with bids of $81 billion for 280 MHz, surprising most observers. The C-Band auction exceeded the previous record holder, the 2015 AWS-3 auction, which yielded $44.9 billion.

Wednesday, February 10, 2021

What's ahead in optical?

Heavy Reading's Sterling Perrin gives a quick rundown of what's coming up in the optical networking space for 2021 as he previews Light Reading's Optical Networking Symposium on February 16 and 18.

AT&T Relinquishes ‘Trailblazer’ Status on Network Virtualization

AT&T made a lot of hay out of its six-year push to virtualize 75% of its network functions, a goal it claims it reached in September 2020. The operator earned a lot of praise for being so outspoken about the effort earlier than its competitors, but something changed in the last few months, and signs suggest AT&T has relinquished its leadership role, according to LightCounting.

VMware Jumps On Accenture’s ‘Cloud First’ Push

VMware joined Accenture’s “cloud first” push with a new business group designed to boost the seemingly endless focus on helping enterprises accelerate their cloud migration strategies. The venture will pile onto Accenture’s recent multi-billion-dollar cloud investment pledge.

Tuesday, February 09, 2021

News bites: Unicorns are everywhere

Also included in our late afternoon summary of news and comment: Calix improves its cloud, Oracle recharges charging, Viasat offers in-flight Wi-Fi over Russia and Charter uses apps to make entertainment more accessible.

Open RAN Sprouts (Yet) Another Community

The number of communities pushing open radio access network (RAN) technology is growing at a faster rate than large-scale deployments. NTT DoCoMo earlier this month became the latest to form a new group tasked with fostering the development of open RAN.

Telecom Infra Project starts charging for membership

The Telecom Infra Project (TIP) has begun charging many of its members for participation. TIP’s Executive Director Attilio Zani said the organization has supported itself, up to now, through grants, contributions and its events. But this week it instituted a three-tier structure for its members.

Nokia’s head of U.S. sales worries about C-band costs

Ed Cholerton, who has taken over as head of sales for Nokia in North America, indicated that he is looking forward to seeing the results of the recent C-band auction. But the amount that U.S. operators bid for C-band spectrum will dictate to a certain extent how much capital they will be able to spend in 2021 on actual 5G deployments.

Google Cloud notches another telco win with Canada's Telus

Google Cloud has added another telco to its customer roster with the addition of Canadian service provider Telus. Google Cloud announced on Tuesday that it has signed a 10-year collaboration deal to help fuel Telus' internal digital transformation while also jointly developing new products and services.

Monday, February 08, 2021

Verizon Business Pushes 5G MEC to Retailers With Deloitte

Verizon Business today took another step on the long and winding road to discover use cases that it hopes will unlock new revenue streams from 5G. The network operator expanded its fresh partnership with Deloitte to make a new platform available to retailers that rides on 5G and mobile edge computing.

Cisco Infrastructure Revenue Slips, Security Soars

In a sign of the times, Cisco’s Infrastructure Platforms business revenue — this is Cisco’s biggest product segment and includes its data center switches and routers — declined 3% year over year to $6.39 billion during the second quarter of fiscal year 2021. As company executives quickly pointed out: infrastructure has been the hardest hit by COVID-19.

IBM Flash Storage Family Gains Faster, Agile Editions

IBM’s latest flash storage array systems are all about refreshing the entry space to help make enterprise-class storage accessible to businesses of all sizes and needs The entry-level storage family now features IBM FlashSystem 5015 and 5035, which have been refreshed from their predecessors 5010 and 5030 respectively, and the new wholly new designed 5200.

Raynovich: Opportunity strikes for SPs' SD-WAN managed services

For decades, we have heard debates about whether major service providers could become trapped in the "dumb pipe" model for being commodity-based providers of voice and data services. With legacy cash cows such as International toll services (remember that?) and Multiprotocol Label Switching (MPLS) drying up, the urgency to come up with new value-added services is accelerating—especially in the enterprise market.

Rollable, foldable smartphones alone won’t sell consumers on 5G

Google’s Android operating system and Apple’s iPhone and its iOS operating system played a key role in the rise of the 4G era. The creation of the Android and iOS ecosystems dramatically altered how consumers interacted with their devices and brought to life numerous applications not imagined possible before. In fact, the smartphone revolution of the 4G era is widely credited with the explosion of the “Gig” economy.”  The “Gig” economy made it feasible for consumers to download an app and order a ride, a meal, or even a handyman with just a couple of keystrokes.

Sunday, February 07, 2021

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