Date post: | 11-Nov-2014 |
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Wireless Market Research & Analysis
www.maravedis-bwa.com
4G + Cloud
Mobile Cloud and M2M Global Studies:
Telecom Operators and Vendor Enabling Solutions
4G + Cloud + M2M
Bill Lesieur Senior Analyst
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Completed Study: 4G+Cloud=Innovation & Profits?
• STUDY FOCUS: The study is focusing on how 4G networks combined with cloud computing will drive a new wave of innovation and ROI for operator content, services and applications.
In-Progress Cuts of On-Going Survey of Mobile Operators Worldwide
SUPPLY SIDE: vendor infrastructure, telecom software, professional services and enabling technology that will allow operators to build internal cloud infrastructure and deliver mobile cloud services
DEMAND SIDE: Operators’ role in the cloud value chain (provider, broker, billing, etc.); focus on 4G/LTE-WiMAX services and mobile services; enterprise versus consumer cloud services, MNOs and OTT players; ecosystem of partnerships and alliances. plus NEW STUDY: Cloud + M2M/Internet of Things
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
What is Mobile Cloud?
• From the end-user perspective, mobile cloud is about extending cloud computing to mobile devices by providing the application, processing and storage in a cloud platform rather than on the device.
• From the industry perspective, mobile cloud is about the MNO role in the mobile cloud value chain as cloud services provider, broker, billing, etc.
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Mobile Cloud Dynamics and Dimensions
Mobile Cloud
3 to 5 Screen World
OTT, App Stores,
Dev Ecos
4G Networks, ROI, Exposing
Telecom Assets
Amazon, Rackspace/ OpenStack
•Application & Content •Portability •Consumer vs. B2B Lock-in •Future of HTML5
•Dumb/Smart Pipe •Dumb/Smart Cloud •Horizontal OTT vs Operator
•Network, Security, WAN Optimization, SLAs, Enterprise Services
•Application & Content •Business Models •Commerce •Partnerships
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Operator vs. OTT Players
Importance of branded mobile cloud services in competing with OTT players (Google, Apple, Microsoft/Skype, FaceBook, etc.)
Very Important
Important
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Business Drivers in Offering Mobile Cloud Services
Primary business drivers in offering branded mobile cloud services
ARPU
Margins
Churn
Brand
Compete-MNOs
Compete-OTTs
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Business Challenges in Offering Mobile Cloud Services
•Strategy: establishing a company-wide strategy, plan and commitment •Organizational: bringing together the IT and network staff to build organizational knowledge and capabilities in cloud services
•Investment: investment needed to build cloud delivery and management platform
•Network: network performance and bandwidth constraints
•OSS/BSS and SDP: upgrading and unifying the OSS/BSS and SDP environment to support mobile cloud services
•Business Model: establishing the business model and negotiating with cloud application providers in leveraging your unique 4G capabilities
•Time to Market: Accelerating time to market to development and deploy mobile cloud services
•Competition with OTT: Competing with the Over-The-Top Internet players (Google, Apple, etc.) in mobile cloud services
•Competition with MNOs: Competing with other mobile network operators in
mobile cloud services
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Business Challenges in Offering Mobile Cloud Services
•Strategy: establishing a company-wide strategy, plan and commitment
•Organizational: bringing together the IT and network staff to build
organizational knowledge and capabilities in cloud services
•Investment: investment needed to build cloud delivery and management
platform
•Network: network performance and bandwidth constraints
•OSS/BSS and SDP: upgrading and unifying the OSS/BSS and SDP
environment to support mobile cloud services
•Business Model: establishing the business model and negotiating
with cloud application providers in leveraging your unique 4G capabilities
•Time to Market: Accelerating time to market to development and
deploy mobile cloud services
•Competition with OTT: Competing with the Over-The-Top
Internet players (Google, Apple, etc.) in mobile cloud services
•Competition with MNOs: Competing with other mobile
network operators in mobile cloud services
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Top challenges correlated with 4G deployment status.
Future Plans
Uncertain
Future Plans
Committed
RFI Lab Trial Soft
Launch
Commercial
Launch
Strategy Strategy Strategy Strategy
Organization Organization Organization
Investment Investment Investment Investment
Network Network Network Network Network
OSS/BSS OSS/BSS
Business Model Business Model Business Model Business Model Business Model
Strategy
Investment Network
Business Model
Business Challenges in Offering Mobile Cloud Services
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Enterprise Mobile Cloud Services
• Many operators and their vendors are focusing their mobile cloud efforts on the enterprise business market, which is expected to represent the larger and more profitable revenue opportunity for mobile operators.
0%10%
20%30%
40%50%
60%70%
80%
SaaS: Productivity applications
SaaS: Business applicationsCollaborationDevice managementManaged email
Mobile phone as virtual desktop PBX phoneBackup and storage
Unified communicationCorporate messagingSecure accessIP telephonyConferencingMobile cloud plans for the enterprise market and business users
Current plan
Future plan
Significance of enterprise market to return on investment
Plans for Enterprise Mobile Cloud Services
Importance of Enterprise Mobile Cloud Services
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Mobile Cloud Driving M2M &Internet of Things
M2M Challenges:
• Cost
• Standards, Architecture, & Interoperability
• Ability to scale
• Agility & Time to market
• Security
• Maturity of applications/solutions
• Integration with IT Systems
• Profitable business models
• Fragmented supply chain and ecosystems
• Innovation/R&D
• Marketing/Education/Awareness
New Complimentary Study
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Mobile Cloud Driving M2M &Internet of Things
M2M Challenges:
• Cost
• Standards, Architecture, & Interoperability
• Ability to scale
• Agility & Time to market
• Security
• Maturity of applications/solutions
• Integration with IT Systems
• Profitable business models
• Fragmented supply chain and ecosystems
• Innovation/R&D
• Marketing/Education/Awareness
IaaS scale, storage,
processing, big data analysis, federation
PaaS more cost efficient
and easy to use/integrate
platforms
SaaS more cost efficient
and innovative applications
New Complimentary Study
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
M2M Data Challenges
Minor Challenge
Major Challenge
Releasing Trapped Data
Using the Data & Integration
Sharing the Data
Analyzing/Processing the Data
Securing the Data
Storing the Data
Transport the Data
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
M2M Data Challenges
Minor Challenge
Major Challenge
Releasing Trapped Data
Using the Data & Integration
Sharing the Data
Analyzing/Processing the Data
Securing the Data
Storing the Data
Transport the Data
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
QUESTIONS? M2M+Cloud
Bill Lesieur [email protected]
www.surveymonkey.com/s/MaravedisM2MCloud
Please Take Our Survey: M2M+Cloud
EXTRA SLIDES
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Cloud Services, Multiple Devices and Portability
• As for planned offerings, social networking/messaging was the top ranked mobile cloud services.
• One of the biggest factors impacting the user experience in upcoming years will be the support of multiple devices and the portability of applications, services and content among these devices.
Plans to support multiple devices and portability of applications, services
and content (smartphone, tablet, PC, TV)
0%
10%
20%
30%
40%
50%
60%
70%
80%
Home energy/sm
art mete
r
Cloud-base
d PVR
Remote contro
l & home m
onitorin
g
Voice notes
Photo sh
aring
Voice to te
xtLive ra
dio
Live televisi
on
Multi-
device messa
ging
One touch gro
up calling
Prese
nce
Converged IP
messa
ging
Streaming m
usic
Streaming m
ovies/record
ed televisi
on
Location sh
aring
Stora
ge and backupVoLTE
Video calling &
confere
ncingVoIP
Social netw
orking/m
essaging
Plans for o
fferin
g branded 4G m
obile cloud se
rvices
Current p
lan
Future
plan
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Infrastructure & Enabling Technology
• The key question and uncertainty for operators is defining what a carrier-class cloud platform is and what infrastructure & technology is needed to enable differentiated cloud services.
• While the vendors are taking different approaches to enable the operator cloud, the common theme is that the network is essential in enabling carrier-class cloud services to support real-time applications and enterprise cloud services with service level guarantees.
• Telecom vendors are focused on exposing, or enabling the use of network assets and unique telecom capabilities to allow the operator and its partners to develop more robust and differentiated cloud services to compete against Amazon, Google and other public cloud providers.
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Fear Uncertainty Doubt (FUD) Prevails
• Mobile Cloud Operator Study – 77% of Mobile Operators Plan to Support Multiple
Devices and Portability in 4G Networks – Operators Challenged to Develop Profitable Mobile
Cloud Business Models
• Mobile Cloud Vendor Study – IT and Telecom Vendors Racing to Define and Deliver
Carrier-Class Cloud Infrastructure and Cloud Path Optimization
– Uncertainty remains amongst operators on how to enable differentiated and profitable cloud services
BROADBAND WIRELESS INTELLIGENCE
www.maravedis-bwa.com
Mobile Cloud Infrastructure & Enabling Technology
“Most of the telecom vendors are focused on exposing network assets and unique telecom capabilities to create more robust and differentiated cloud services to compete against Amazon, Google and other public cloud providers.”
“While the vendors are taking different approaches to enable the operator cloud, the common theme is the network is essential in enabling carrier-class cloud services to support real-time applications and enterprise cloud services with service level guarantees.”
Key Study Takeaways