Since supporting the top line has proved elusive or impossible to the network vendors, that means they will either have to improve operations or see their customers cut capex. The fact that AT&T and Time Warner Cable are already looking at tiered pricing and caps is a strong signal that the time for a decision is near.
Once providers take the PR hit by introducing pricing tiers/caps they will not go back even if revenues or operations costs can be improved later. We estimate there is likely only about nine more months to fix the monetization problem before operator solutions like reducing traffic through caps will take hold.
The question now is whether the equipment vendors will step up and play a role or cede it to OSS specialists; the Tektronix acquisition of a mobile data customer experience management firm suggests that many think equipment vendors will miss the OSS opportunity as they are missing the service-layer opportunity.]]>
EA may become as important to enterprise networking as OSS/BSS standards are to the telcom space, so those who are involved in the enterprise market should give this new briefing a listen.
Remember, you will always get the current briefing when you register by sending an email on your company account, your name, and your title to firstname.lastname@example.org, but you cannot get back issues. Speak now and learn about EA, or miss out!]]>
The company has special focus on synchronization, essential in wireless backhaul applications for anything other than 4G services because of the use of T-carrier trunking for voice, and also software tools to improve Ethernet management integration with OSS/BSS.
In a separate story, Light Reading reports that Soapstone founder Larry Dennison is starting a company that will focus on virtualization and support for service componentization and assembly, for both Carrier Ethernet and other technologies. We believe this space, which has been critical for years now, is finally getting some attention.]]>
Major players in the OSS space like Amdocs and Telcordia are becoming players in the SDP space, and vendors like Oracle who have SDP plans are now looking at whether they also must field a full OSS platform.
All of this is happening because the network operators, as part of their IP transformation strategies, are demanding more agile services at lower operating costs. Achieving that combination is not a network mission at all, but rather an OSS/SDP mission, or more broadly a mission of software and systems — IT.
We have noted before the growing momentum for change in the TMF, the only standards body that is taking up both OSS and SDP missions, and we believe that body has read the tea leaves and is positioning itself for maximum relevance in what is likely to be the major 2009 market trend in the carrier space.]]>
We believe that telco equipment vendors will generally beef up their OSS positions, but in particular will be beefing up their SDP positions, as consumer services and partnerships with higher-layer players change the nature of service provider revenue targets and infrastructure priorities.
NEC sees this as an entrée into the telco space, and they’re right. The price of playing in major deals in the future is going to include the ability to supply integrated operations solutions. If they’re your own, you have differentiation. If they’re someone else’s, you’re heading down the road to plumbing.]]>