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Author: Ron Westfall

Ron Westfall

DXC’s Q4 and Fiscal 2020 Results: The Good, The Bad, and the Takeaways

DXC’s Q4 and fiscal 2020 results indicate the company is making progress righting the ship under new CEO Michael Savino, containing revenue runoff due primarily to dissatisfactory customer delivery and diminishing customer relationships before his arrival. While COVID-19 uncertainties played in a role in DXC’s decision to suspend quarterly dividends, this could also allow the company to showcase how its ITO portfolio is well-suited to enabling clients overcome COVID-19 challenges.
Ron Westfall

HAS2020: Huawei Service and Software Sees Salesforce as CSP Digital Transformation Fix

Huawei Service and Software must contend with complicated sales cycles in key markets across North America, Europe, East Asia, Oceania, and elsewhere, due to geopolitical factors, despite the built-in competitive merits of applying the Salesforce digital ecosystem blueprint to drive CSP digital transformation.
Ron Westfall

Ericsson’s USA 5G Smart Factory: 5G Supply Chain Maverick

Ericsson’s USA 5G Smart Factory is addressing the strategic goal of U.S. policymakers in assuring the long-term manufacturing and supply chain reliability of essential 5G RAN technology. As alternative Open RAN technology gains maturity and valuable deployment credentials in major operator 5G deployments, Ericsson is also well-positioned to drive and support Open RAN as the market conditions become more favorable as well as decisive from its competitive landscape perspective.
Ron Westfall

Microsoft Azure Scoops up Metaswitch in Bid to Make Azure the Meta-5G Edge Cloud

Microsoft Azure is making the solid bet that the dual acquisitions of Metaswitch and Affirmed Networks will strengthen the Azure portfolio in providing virtualized network software and voice/data/unified communications solutions aimed at operator 5G edge hybrid cloud demands, but must show its ongoing portfolio expansion will not scare off many potential CSP customers and supplier partners.
Ron Westfall

The ADTRAN SD-Access Portfolio Showcases its German and French Connections

ADTRAN’s recent string of major operator wins in Germany and France fortifies its ability to drive more operator consideration of its SD-Access portfolio, particularly in fulfilling the distinct fixed access needs of operators in Europe. ADTRAN is now better positioned to compete against Huawei, ZTE, and Nokia in the tightly contested European fixed access market.
Ron Westfall

Aexonis CemTore: Ready to Power Intelligent Enterprise IoT Innovation

Aexonis, through its CemTore IoT mediation and management portfolio, wields the sales and marketing opportunity to enable any size or type of enterprise and organization to cost effectively streamline and unify management of their own IoT network, especially after the COVID-19 pandemic crisis recedes.
Ron Westfall

HPE’s Simplivity 325 is Set to Disrupt the HCI Market

HPE’s SimpliVity 325, through compelling cost savings, scaling, and ease-of-integration differentiators and meeting surging enterprise demand for drastic acceleration of HCI applications deployment, is ready to play a key role disrupting in the HCI market during the ongoing COVID-19 crisis and the remainder of 2020.
Ron Westfall

THINK 2020: IBM Unleashes Red Hat and Partner Ecosystem to Power 5G Edge Innovation

IBM’s new OpenShift-enabled portfolio offerings ensure the company is a formidable competitor in driving CSP and enterprise adoption of edge computing resources in fast growing 5G environments, obliging rivals to counter IBM’s strengthened edge computing proposition and extensive ecosystem clout.
Ron Westfall

Ribbon and ECI’s Apollo Product Series Ready to Alter Optical Landscape

Ribbon’s Apollo series innovative optical transport technology delivers the flexible grid differentiators and expanded sales and marketing channels necessary to seriously disrupt the optical transport competitive landscape. Watch out, Ciena.
Ron Westfall

Mavenir’s OpenRAN Market Validity Swiftly Expands with DISH and Vodafone Idea Deals

Mavenir’s dual deals with DISH and Vodafone Idea validate its ability to deliver OpenRAN solutions that fulfill essential operator strategic technical and business objectives in both 4G and 5G environments, raising the OpenRAN competitive stakes across the entire 4G/5G ecosystem.
Ron Westfall

MATRIXX Software and AWS Roll Out Digital Transformation Assessments to Spur 5G Monetization

MATRIXX Software, expanding its collaboration with AWS, makes a compelling bid to gain early mindshare in driving the rapidly unfolding CSP, supplier, public cloud collaboration frameworks within emerging 5G environments. Here’s what I think is ahead as it relates to MATRIXX’s next moves as well as the competitive landscape and what to expect on that front.
Ron Westfall

Netcracker Showcases AWS Relation to Validate Cloud Benefits for CSP Clients

By stepping up industry awareness of its established public cloud relations and portfolio expertise, Netcracker bolsters its ability to fulfill more CSP adoption of cloud platforms in order to catalyze their digital transformation journeys and spur their 5G deployments, especially by 2021. The move is a solid indicator of broader collaboration between cloud providers and telco software suppliers throughout 2020 including potential M&A activity.
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