Author: Ron Westfall

Accelerating cloud adoption for BSS is essential for communication service providers (CSPs) to attain and maintain profitable services. CSPs can ill-afford to lose their influence across digital value chains and their top priority investments in the 5G-IoT ecosystem. Through cloud, CSPs deliver the virtualized, on-demand service delivery platform to ensure the creation of new, profitable services and sustaining innovation through collaboration with ecosystem partners and developers. In order for CSPs to successfully execute their BSS journey to cloud, regardless of their progress to date, CSPs need to give top consideration to cloud and its role in adapting BSS to COVID-19 exigencies and the post pandemic reality as the world shifts to new business models enabled by 5G and IoT.
Futurum’s Ron Westfall walks us through the Oracle Database 21c debut, which further differentiates the company’s converged database proposition, especially in key emerging technology areas such as Immutable Blockchain Tables and AutoML for In-Database ML. The new offering strengthens Oracle’s ability to bolster developer productivity in cultivating new applications and curating applications to fulfill top-priority business objectives. By including 200+ innovations across seven key technology areas in the new release, Ron is bullish on Oracle and sees this move as putting its major database rivals, such as IBM, SAP, Amazon, and Microsoft/Azure on the sales and marketing defensive in the near-term. He sees Oracle’s Database 21c sales and marketing zigging in marked contrast to the zagging of recent competitor marketing that continues to focus on requisite, somewhat bland feature sets such as cloud-based data management, putting Oracle in the driver’s seat to drive industry-wide converged database sales and marketing conversations at the onset of 2021.
Cisco’s new Catalyst products, aimed at seeding 5G and SASE across the WAN edge, bolster its competitive prospects in the SD-WAN/SASE market segment and the WAN Edge realm against formidable foes such as VMware, Fortinet, Versa, HPE, and Juniper. The move also boosts industry awareness of the company’s pivotal role in accelerating 5G adoption across enterprise environments. Futurum’s Ron Westfall covers why that’s a smart, strategic move.
Google is the colossus in the worldwide search engine market segment and possesses the market might to stare down regulators in places like Australia. Rivals, such as Bing, DuckDuckGo, and Yahoo, now have a distinct opportunity to take advantage of Google’s ongoing tilt Down Under to elevate market awareness, including especially among government decision makers, that they are compelling alternatives to Google. Even if Google and Australia’s government eventually come to an agreement on a compensation model for the country’s publishing industry, rivals need to remind the market and government authorities Google’s threats could arise again in their other potential initiatives to defend various industry verticals. Now is a good time to rev up the marketing engines in the search engine competitive landscape.
The extension of the Intel-Red Hat alliance will ease the pain and suffering of service providers as well as enterprises in accelerating their adoption of cloud-native capabilities to rapidly boost the agility and flexibility of 5G implementation journeys. Intel and Red Hat have the portfolios and deployment expertise to reduce the complexity of 5G deployments, particularly in areas such as assuring interworking of open source Open RAN and 5GC technologies in hybrid and multi-cloud environments. As to what’s ahead, now Intel and Red Hat need to show they can outpace their key rivals in providing the comprehensive platforms required to accelerate service provider 5G build and monetization while enabling enterprises to gain business value from the orchestration and unified management of 5G edge and cloud capabilities.
The new Intel Partner Alliance further clarifies its XPU vision and sharpens the company’s focus on solutions, streamlining collaboration among Intel’s partners and new customers. Intel’s partners can expect an improved customer experience due to the simplification of multiple programs and infrastructures into a more unified, customer-centric partner program platform that is designed to entice broader innovation and cooperation. Equally relevant, Intel’s commitment to an XPU portfolio vision also helps crystallize its channel strengths across multiple types of compute, including CPU, GPU, FPGA, and accelerators. I expect the Intel Partner Alliance to fortify Intel’s competitive channel edge across the global ecosystem, especially against key rivals such as AMD and NVIDIA.
Qualcomm gains valuable Snapdragon Ride Platform sales and marketing momentum from its GWM win. Qualcomm is demonstrating that even during the uncertainties of the global COVID-19 pandemic and geopolitical trade tensions that collaboration with China-based concerns can yield substantial business and technical progress in the fast-emerging autonomous vehicles space. Qualcomm is showing it can meet the challenges of advancing ADAS capabilities, especially in safely attaining L4/L5 autonomous driving capabilities, working with key partners such as GWM. Now Qualcomm must execute in areas such as demonstrating ADAS-related sensor technology is ready for prime time driving in all conditions and that AI-enable innovations are replicable across the industry to sustain the Snapdragon Ride Platform’s long-term competitive success.
Marvell is becoming more prominent in protecting rapid cloud data center growth through its LiquidSecurity portfolio. With enterprises rapidly accelerating their adoption of public cloud resources, relying on HSM-enabled cloud security helps attain peace of mind in fulfilling their highest priority cloud security requirements. Futurum’s Ron Westfall breaks down here why he believes Marvell is strongly positioned to further expand its influence across the hyperscaler cloud ecosystem and drive more enterprise adoption of hybrid and multi-cloud services and applications.
Overall, Juniper made a smart choice in pulling the trigger on acquiring Apastra. Data center environments will require Apstra AOS-enabled IBN intelligence to handle the fast-emerging demands, such as compute-intensive AI/ML workloads, HPC clusters, and 5G-IoT builds, on their resources (e.g., DCIs, 400G upgrades). In the near future, however, the main portfolio development and marketing question for Juniper is “How soon is now” in orchestrating all of its recent acquisition pieces into a more cohesive, fully integrated data center networking proposition that challenges Cisco more broadly and directly.
The Ericsson Mobility Report is essential to understanding the current state of the worldwide 5G market, particularly since it pinpoints the most important developments in 5G backed with insightful and concise data. The report affirms that 5G is forging ahead across the planet despite the uncertainties of the C-19 pandemic and geopolitical tensions affecting supply chains. The report plays a critical role in giving Ericsson a prominent role in the overall 5G market, by helping to capture mind share for its brand as well as informing the key decision making across the entirety of the 5G ecosystem needed to power 5G deployments. The key takeaways, including the validation of the FWA business case, Critical IoT’s rising prominence, rapid expansion of 5G subscriber counts, and 5G SA’s progress, to name a few, all provide solid evidence that 5G is ready to play a prominent role in not only the evolution of mobile networks but also society as a whole.
The U.S. House’s Open RAN 5G bill, assuming robust R&D funding remains integral, will further assist ecosystem-wide coordination in key areas like R&D and supply chain integrity. In sum, the mobile industry is steadily shifting to an open RAN model, despite near-term challenges in the process, many of which are expected based on the industry’s experience with previous high-impact technology shifts. The U.S. Congress is sending a clear signal that Open RAN is critical to meeting U.S. government 5G national security and supply chain goals. This provides more funding opportunity for the Open RAN community to prove that Open RAN is ready to meet ecosystem-wide prime time 5G demands.
Guavus strengthen its overall Guavus-IQ portfolio with the Guavus-IQ on AWS launch. Guavus quickly counters the AWS and hyperscale partnerships that its key rivals have recently implemented and gains near-term differentiation with its specific portfolio emphasis on explainable AI (XAI) capabilities countering the broader AI marketing and portfolio claims of competitors. Guavus-IQ on AWS fulfills burgeoning CSP demands to lower their CapEx and OpEx, by enabling faster resolution of service and network issues through cloud-based anomaly detection, fault correlation, and root cause analysis, as they look to turnaround their shrinking profit-per-bit business models.

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