《华利安:2023年互联世界的软件展望报告(英文版)(91页).pdf》由会员分享,可在线阅读,更多相关《华利安:2023年互联世界的软件展望报告(英文版)(91页).pdf(91页珍藏版)》请在三个皮匠报告上搜索。
1、Software for the Connected WorldTHE YEAR AHEAD|2023Heres What Were Expecting for the Year Ahead2In 2022,we spoke with more than 100 software companies in the connectivity ecosystem.Heres what were seeing:Convergence of Mobile and IP Networks Data is dominating networks,driving convergence between mo
2、bile and IP networks.This is opening doors for providers of network management,monetization,automation,and assurance software.A Moment of Truth for Decentralized Wireless(DeWi)Models Heliums been in the spotlight and similar models are proliferatingbut will they survive?Continued Cloudification of T
3、elecom Functions Recent partnerships between telcos and cloud providers signify changing sentiment towards the public cloud.As a result,cloud-native software vendors are growing at faster clips than legacy software vendors.Expansion of the Connectivity-as-a-Service Market Nextgen connectivity provid
4、ers are delivering programmable and scalable connectivity across a wide range of use cases;recent funding activity has positioned many of these for growth.Proliferation and Privatization of Cellular Networks Carriers have been leveraging software for spectral efficiency.Now,enterprises are leveragin
5、g software to make spectrum theirs.Consolidation in the Network Deployment Software Market Network deployment is accelerating and rollouts are complex,costly,and full of landminessoftware can deliver tangible ROI at every stage of the process;many vendors are delivering points-based solutions.Contin
6、ued Overall Deal Market Resilience Deal volumes in most key subverticals were up year-over-year a reflection of resilient,infra-like demand for software thats powering mission-critical connectivity.12356471.Expansion of the Connectivity-as-a-Service MarketSIM Technology Has Changed and Catalyzed Con
7、sumption 4Key Points1Sources:Emnify,Kigen,KORE Wireless:eSIM 101:An Introduction to eSIM for IoT,Monogoto,floLIVE,Alepo,and other publicly available information.eSIM,or embedded SIM,is a SIM card thats soldered onto the circuit board;eSIMs are programmable according to GSMA standards.iSIM,or integra
8、ted SIM,represents the newest,smallest SIM form factor,with the same eSIM benefits but integrated directly into the system-on-chip.Key Form FactorseUICC(Embedded Universal Integrated Circuit Card)is a SIM card component that enables over-the-air(OTA)provisioning of cellular networks,removing the nee
9、d to physically replace the SIM card in order to change networks.Multi-IMSI(International Mobile Subscriber Identity)capabilities provide for for multiple carrier relationships on a single SIMand therefore access to all of their networks.Key Technologies Collectively,these technologies have signific
10、antly reduced complexity in global IoT deployments,which previously required users to manage unique SIM cards,SKUs,and carrier agreements for each region they operate in.Its worth noting that the terms eSIM and iSIM only indicate form factorembedded or integrated.Its the eUICC and multi-IMSI capabil
11、ities that many associate with the technological benefits.For ease of reference,some of our references to eSIM in this report will imply eSIM with eUICC capabilities(over-the-air network provisioning and switching).Its also worth noting that,while smartphone eSIMs always use eUICCs,IoT eSIMs are not
12、 always eUICC-compatible and multi-IMSI eSIMs are often used in IoT deployments.SIM(Subscriber Identity Module)cards allow mobile devices to identify themselves and control device settings and behavior in the network.Traditional plastic SIM cards have provided subscribers with access to a single-car
13、rier network and technology(3G,4G LTE,5G).Advancements in form factor and capabilities flip that dynamic on its head,enabling network independence.Notably,GSMA standards facilitating network switching(via eUICC)have spurred adoption of eSIM and iSIM.Providing for True Network Independence5SIM Form F
14、actors and Technologies Have Advanced1Sources:Emnify,Kigen,KORE Wireless:eSIM 101:An Introduction to eSIM for IoT,Monogoto,floLIVE,Alepo,and other publicly available information.and are Central to Solving the Need for Global Connectivity Across IndustriesSIMeSIMiSIMMicro SIM15 x 12 mm 2003Mini SIM25
15、 x 15 mm 1996eSIM6 x 5 mm 2016Nano SIM12.3 x 8.8 mm 2012Physical size and power needs have decreased over timeAGRICULTURECentralized network management for farming,navigation,sensors,and control systemsAUTOMOTIVEEmergency call systems and location-based servicesCONSUMER ELECTRONICSCellular connectiv
16、ity upon delivery,no matter where shippedFOOD SAFETYReal-time monitoring of storage and transit environments to ensure food freshnessHEALTHCAREConnected medical devices and remote patient monitoringIOTUbiquitous connectivity for assets spread across many geographiesMANUFACTURINGObject tracking and s
17、ite monitoring for facilities across multiple geographiesMOBILITYReal-time tracking of billing information,location,and vehicle informationPRIVATE NETWORKSContinuous device connectivity with public networks as a back-upSHIPPING+LOGISTICSReal-time location tracking via smart labels with eSIM/iSIMSMAR
18、T CITIESConnected lighting controls,air quality detection sensors,utility pole sensors,and other infra requiring continuous connectivitySMART METERINGReal-time intelligence of power consumption across geographies with variable cellular coverageiSIMFractionof mm2(+)Multi-IMSI and eUICC capabilities6a
19、nd Delivering a Long List of Benefits1Sources:Transforma Insights,EMnify,Kore Wireless,and other publicly available information.Enables seamless connectivity when moving between coverage areas;some vendors have local(rather than roaming)network access,significantly improving latencySeamless Connecti
20、vityUltimately enables the use of smaller devices and sensors given reduced size and space requirements;at scale,makes an impact Reduced FootprintSimplifies logistics by streamlining network provisioning and removing the need for subsequent truck rolls to devices in the fieldSimplified LogisticsProv
21、ides a physical impediment to fraud;removable SIMs can be transferred to unlocked devices,permitting calls and textsand potentially providing access to apps(e.g.,social media and banking)SecurityProvides the ability to intelligently and dynamically select the optimal network at the time,based on con
22、ditions and coverageOptionalityEnables quick and easy provisioning of new networks(and therefore optimization of cost,coverage,capacity,etc.)by simply downloading an IMSI profile from a new carrier;reduces carrier dependencyRemote/Over-the-Air Provisioning123456Removes the need to negotiate roaming
23、agreementsa time-intensive endeavorwith carriers in every market that will host a connected deviceSpeed to MarketReduces power consumption for connected devices and contributes to organizational sustainability initiativesReduced Power Consumption78Facilitates the connection of many devices to multip
24、le networks immediately upon deploymentScaled Deployments9In IoT use cases,eSIMs/iSIMs are estimated to deliver cost savings of 8%13%compared to removable plastic SIMsReduced Costs10eUICC and multi-IMSI technologies each bring unique benefits and not every SIM has both;the collective benefits are li
25、sted below$111$120$131$142$155$169$184$132$144$156$170$186$202$221$38$41$44$48$53$58$63$48$52$56$61$66$72$79$328$356$387$422$459$501$546$0$100$200$300$400$500$600$70020212022E2023E2024E2025E2026E2027EAutoConsumerEnergyOthereSIM Has Simplified Global IoT Deployments 7eSIM Spend is Anticipated to Acce
26、lerate Across Key End Markets($in Millions)eSIM is unlocking IoT use cases by simplifying manufacturing and deployment while delivering cost savings over traditional SIMseSIM Simplifies and Accelerates the Deployment of IoT Devices WorldwideSources:Industry research,Telna,Gartner research,Ericsson,M
27、AGNA,GSMA,Transforma Insights Intelligence,and other publicly available information.eSIM allows producers of connected devices to simplify the production and deployment of cellular-connected IoT devices worldwide.Historically,owners of connected IoT devices have managed separate SKUs for each unique
28、 geography and had local SIMs installed in-country.With eSIM,manufacturers can build a single product that can be deployed and programmed remotely anywhere in the world.1SIM-Based Deployments Require a Unique SKU for Each CountryeSIM-Based Deployments Require One SKUand Represents the Future of All
29、Cellular Connectivity8Recent announcements have opened a large window for next-gen connectivity providersVerizon Lets Potential Subscribers Test its Network for Free via eSIM“Verizon today said it will allow potential subscribers to test the Verizon network before they sign up.If they have an unlock
30、ed eSIM smartphone,they can trial Verizons network for free,over a 30-day period,without any contractual obligations.”November 2022T-Mobile Goes Big on eSIM“T-Mobile on Wednesday announced it will use eSIM technology to offer customers the option to switch to its network with the click of a buttonTh
31、e move is noteworthy because its the first time a major U.S.network operator has widely embraced the promise of eSIM technology.And it represents a major competitive attack by T-Mobile against its rivals because the company is promising cheaper services alongside up to$1,000 in customers switching c
32、osts.”August 2022The iPhone 14 Ditches Physical SIM Cards for eSIM“eSIM will be the only way the iPhone 14 series authenticates with wireless carriers at least in the U.S.The eSIM lets you change a wireless carrier,data or service plan through software rather than having to swap a physical SIM card.
33、”September 2022Samsung Galaxy Z Fold3 and Flip3 Gain eSIM Support in the U.S.“Slowly but steadily,eSIM adoption has picked up among Android manufacturers.Samsung has been leading the pack by offering the requisite eSIM hardware on all its flagship devices launched in recent years.”June 20221AT&T Goe
34、s all in on eSIMThis year was a huge,huge step with the iPhone 14 being eSIM only,said Sikes.It is now without question front and center,and so that has driven a lot of effort both on the technology side and the business side.“November 202223 Items of Vital Vocabulary Youll Need to Know in 2023eSIM“
35、Those tiny chips that go into your smartphone and link it to your billing details and phone numberknown as subscriber identity modules,or simsare going away.So-called eSIM technology replaces physical chips with digital codes that can be zapped from an old handset to a new one.The technology has bee
36、n in phones since 2017,but Apples decision to launch its iPhone 14 range in America as eSIM-only handsets will force millions of people to start using it in 2023.As with mice and touchscreens,Apples embrace of a technology will be the trigger for widespread adoption.It will push mobile operators aro
37、und the world to move to eSIMs and make the process of transferring them between devices less clunky.The technology also makes it easier to roam between networks by installing multiple eSIMsless fiddly than swapping tiny chips.”November 20229Sources:Telna and other publicly available information.Tel
38、na Delivers Global Connectivity via eSIMTelna Partners with Global MNOs.Unifies Networks on its Tech Stackand Enables Global Connectivity for Customers1Telna delivers global cellular coverage to mobile network operators(MNOs),connectivity service providers(CSPs),and original equipment manufacturers(
39、OEMs)around the world.It provides direct access(via eSIM)to 800+networks across 200+countries and territories globally.The companys“network of networks”is underpinned by integrations with more than two dozen carriers globally.Telnas connectivity-as-a-service platform and API orchestration offer clou
40、d-native integrations,data security,and real-time management of IoT/M2M connectivity between disparate assets within a range of settings,including transportation,smart energy,media broadcasting,and security.Telna provides software-powered global connectivity-as-a-servicei.e.,the foundational connect
41、ivity layer for connected devicesConverged Charging PlatformConnectivity HubCloud Native Mobile CoreGlobal GTP ArchitectureDistributed Edge NodesReal-time AnalyticsKey PointsTelnas Tech Stack Makes Connectivity IntelligentTelna is the Linchpin Between a Global Set of Networks and Its Customers10Sour
42、ces:Telna and other publicly available information.Telna Delivers Global Connectivity in Many Settings(cont.)EV Charging StationsAutomobilesEducation Electric vehicle charging stations need connectivity to operate.Since billing and payment processing is critical for the usage of the charging station
43、,a lack of connectivity will impact customer service and may lead to lost revenue.Remote monitoring enables predictive and remote maintenance,ultimately reducing the need for field technician visits.Telnas automotive customers are able to deliver cars to any country without inserting a specific SIM.
44、With Telnas global connectivity delivered via eSIM,cars are able to connect to local networks immediately upon delivery.Campuses have significant needs for smart cameras,climate controls via smart HVAC systems,and smart lighting systemsproviding for safer,more comfortable,and more efficient campus s
45、ettings.Additional use cases include remote monitoring of buildings,transit systems,faculty,and students.1Shipping and LogisticsBroadcastingMaritime Assets can be shipped anywhere and tracked in real time as they travel across networks.Knowing the exact location of goods in real time during shipment
46、 is essential.There is no longer a need to physically swap SIM cards before and during transit,or expensive roaming contracts.Service providers can change network profiles as needed from their management console using remote SIM provisioning(RSP).Latency-sensitive application requiring multi-network
47、 access given coverage and saturation at venues(e.g.,stadiums).Cellular connectivity is a convenient and flexible way to transmit audio and video signals from a remote location back to the studio.A/V signals can be transmitted over cellular networks via cell modem or router.Telna provides broadcaste
48、rs with multi-network access via eSIM and deploys edge nodes near broadcast infrastructure to reduce latency.A wide range of applications require transmission of data from ships,boats,and other maritime vessels to shore-side locations.Fleet management:tracking of location,status,and performance of v
49、essels in real-time Safety and security:monitoring safety of ships and crew via data from onboard sensors and cameras Asset/container tracking:tracking of location and status of cargo and other assets,allowing companies to optimize their logistics and supply chain operations11A Wide Range of CaaS Pl
50、ayers are Primed for Growth1DateTargetAcquirer/InvestorTransactionTarget DescriptionDec-22$12M Series BEnables enterprises to extend private networks via cellular connectivity and operate one mobile network that devices and people can move seamlessly acrossOct-22VC InvestmentProvides a connectivity
51、management platform enabling enterprises to connect devices to applications through cellular connectivity;serves 500+customersOct-22VC InvestmentDeveloper and provider of eSIM/iSIM technology intended to drive eSIM/iSIM to the cornerstone of IoT security;its SIM OS products enable over two billion S
52、IMsSep-22$20M RaiseOffers telecom-as-a-service platform via an API and white-label product that allows businesses and brands to offer fully-fledged phone plans on any network globallyJul-22$23M RaiseGlobal cellular operator enabling more secure,cost-efficient,and scalable connectivity with operation
53、s in 185 countries Jun-22VC InvestmentProvider of connectivity and software at a global flat rate offering fast,secure,and reliable cellular connectivity and software services in more than 110 countriesMay-22$750M RaiseProvider of secure,global tech to the worlds leading carriers,top Forbes Global 2
54、,000 companies,and billions of people,devices,and transactions every dayMay-22$31M RaiseBuilding a next-generation connectivity platform with the intent of connecting the next billion wireless devices onto nationwide 4G and 5G networksApr-22$6M RaiseOptimizes device connectivity across 2G,3G,or 4G c
55、ellular coverage;unifies 700+cellular networks and connects millions of devices across 190 countriesMar-22$60M RaiseTelecom-as-a-service(TAAS)platform for brands and enterprises that unbundles mobile telecom infrastructure,capturing the powerful data and value that it emitsMar-22$11M RaiseProvides p
56、rogrammable connectivity solutions and allows customers to dynamically switch between 3,500+global cellular networksJan-22VC InvestmentProvider of connectivity and software at a global flat rateoffering fast,secure,and reliable cellular connectivity and software services in more than 110 countriesJa
57、n-22$57M Series BProvides cloud building block for cellular communications and connectivity for millions of IoT devices,with network access in over 195 countriesSources:PitchBook,and other publicly available information.For insights on company and transaction data,please contact Will Cooper(WCooperH
58、L.com)and Rishabh Bansal(Rishabh.BansalHL.com)2.Consolidation in the Network Deployment Software Market80228737020212022E2023E2024E2025E2026E2027EStrong and Sustained Tailwinds are Driving Network Buildout132(1)Ericsson Global Traffic Data,2022.(2)Public Filings and MoffettNathanson repor
59、ts.(3)Whitehouse.gov,FCC.gov,NTIA.gov.Accelerating Growth inData Traffic Globally,the growth in mobile data traffic can be attributed to three main drivers:1.Improved device capabilities2.Increases in data-intensive content;and 3.Growth in data consumption The 5G buildout is estimated to be a 1015-y
60、ear investment by carriers;this will require significant network construction and densification.Higher video resolutions,increased downlink/uplink traffic and more data from IoT devices will continue to increase data consumptionnetwork operators have struggled to keep up with demand growth.To suppor
61、t consumption trends,fiber-to-the-home(FTTH)rollouts are expected to accelerate at the same rate as growth in data trafficapproximately 30%y-o-y.Global Data Traffic(1)(Exabytes per Month)A Tidal Wave of Broadband Stimulus Money The U.S.government has aggressively invested in the deployment of broadb
62、and networks via multiple stimulus plans totaling more than$100 billion,including:1.Infra Investment and Jobs Act:$65 billion specifically for broadband expansion across America 2.American Rescue Plan Act:provides$18 billion in state and local stimulus to support broadband infrastructure buildouts a
63、s part of a broader$25 billion connectivity plan3.Rural Digital Opportunity Fund(RDOF):$20 billion for underserved parts of rural America+$100 billionTotal U.S.Broadband Stimulus Money+$18BAmerican RescuePlan Act(3)$65BInfra InvestmentAnd Jobs Act(3)$20BRural DigitalOpportunity Fund (RDOF)(3)Planned
64、 FTTH Incremental Passings(2)5,1737,4368,87120212022E2023E(#in thousands)123123However,Network Deployments are Fraught With Landmines142Carriers havent made thorough assessments of baseline deployment timelines;dates regularly slip and cycles are incorrectly forecasted.This is evidenced by reports o
65、f vendors that have seen carriers inadvertently produce forecasts with negative timelines for middle stages of the deployment process.Forecasting Cycle ChallengesWith pressure on revenue and investor focus on capex spend,carriers are pushing for resource efficiency with personnel and projects.Cost M
66、anagement ChallengesThere is currently a shortage of skilled workers that can support 5G deployments,FTTH deployments,and data center builds.This is difficult to solve as technicians must undergo rigorous training to ensure jobs are performed properly and up to standards to meet the customers expect
67、ations.Personnel ChallengesVendor availability is impacted as capex spend from carriers decreases(contraction in good resources as vendors leave the market or divert resources elsewhere).Zoning is outsourced and few people understand how to lobby local governments,seeing more zoning rejections as a
68、result.Vendor Mgmt.and Zoning ChallengesCarriers and supporting vendors have been impacted by supply chain challenges and overdependence on international OEMS.Supply Chain ChallengesCarriers are being forced to contend with a customer experience centered around working from home,leading to more site
69、s/upgrades where people live.As a result,this is putting strain on service providers who are performing truck rolls.End-Customer ChallengesNetwork operators oftentimes have to deal with disparate federal,state,and local agencies in order to secure permits,rights of way,etc.Permitting is one of the s
70、ingle largest contributors to project delays in outside plant(OSP)deployments.Regulatory ChallengesDeployment processes vary market-to-market,vendor-to-vendor,carrier-to-carrier,and department-to-department;sometimes,one department will even have multiple processes.Few carriers have made an effort t
71、oward benchmarking their data to define cycle times around site cohorts.Lack of Process Standardization and RepeatabilitySoftware Can Deliver Real ROI at Each Stage of Deployment15Network deployment is a complex,multi-phased process that includes multiple concurrent work streams,permitting/regulator
72、y approvals,handoffs between vendors,coordination of field crews,and management of materials and logisticsPLANNINGDESIGNPERMITTING/SITE ACQ.UTILITIESMATERIALS PROCUREMENT AND LOGISTICSCONSTRUCTIONINSTALLATION AND COMMISSIONINGMONETIZATIONONGOING OPERATIONSControl&Monitoring2Project ManagementNetwork
73、 Operator(Project Management Office+outsourced consultants)MARKET EVALUATION/SEARCH RINGNetwork Operator(Senior Mgmt.,CTO/Tech Team,Sales&Mktg.,Engineering)HIGH-LEVEL DESIGNNetwork Operator(Network Engineering Team)LOW LEVEL DESIGN(INCL.FIELD SURVEY)Contract EngineersCONSTRUCTION DRAWINGSContract En
74、gineersLEASES(INC.TITLE+SURVEY)Contract Site AcquisitionREGULATORY+ZONING+BUILD PERMITSAuthorities having Jurisdiction,Construction Contractor,Facilities Engineering Teams,Network Engineering TeamsGENERAL CONTRACTOR AWARDSNetwork Operator(Project Manager)UTILITY ORDERSContract Site AcquisitionUTILIT
75、IES DELIVERYLocal UtilityBILL OF MATERIAL ORDERSEquipment VendorsINTERNATIONAL SHIPPING&WAREHOUSINGNetwork Operator,Equipment VendorGENERAL LAST MILE TRANSPORTATION/RESOURCE ALLOCATION Construction ContractorsSITE PREPARATIONContract Engineering,Construction ContractorsMAKE-READY(CIVIL AND AERIAL EN
76、GINEERING)Construction ContractorsCONSTRUCTIONContract Construction With Oversight From Contract Engineering or Operator Personnel DEMAND AGGREGATION&MONETIZATIONNetwork Operator(Sales&Marketing Team)COMMISSIONING+INTEGRATIONAuthorities Having Jurisdiction,Equipment Vendor,and Operator PersonnelVERI
77、FICATION,TESTING,OPTIMIZATIONContract EngineeringCLOSE-OUT Contract ConstructionDELIVERY TO OPERATIONSNetwork Operations TeamMONITORING&MAINTENANCENetwork Operations Team30-40%of capex1 MillionEstimated number of small cells by 2026x$60kAverage spend per small cellx10%Estimated minimum spend on proj
78、ect management,data collection,and closeouts+$6.0BMarket opportunitySignificant Market Opportunity Across Telco Infrastructure162Source:ECSite.In-Building WirelessCell TowersBroadbandSmall Cells417kCell sites across the three major U.S.carriersx$85kAverage modification costs per towerx10%Estimated m
79、inimum spend on project management,data collection,and closeouts+$3.5BMarket opportunity3 MillionBuildings over 50k sq.ft.with potential for in-building wireless in the U.S.x$1kSoftware costs per building,per year(plus more for ongoing monitoring)+$3.0BMarket opportunity+$100BU.S.broadband stimulus
80、fundingx65%Network construction costsx10%Estimated share of construction costs spent on software+$6.5BMarket opportunity$15.6$16.4$17.9202020212022ECable OneWideOpenWestAltice USAComcastCharterInvestors and Strategics Are Taking Notice17Sources:CIQ,PitchBook,Wall Street Research,and other publicly a
81、vailable information.(1)2022E Cable operator spend annualized based on Q1Q3 2022 numbers.2Driving Deal Activity Across CategoriesCarrier Network Investment Has Accelerated(1)$32.7$36.0$43.22EAT&TVerizonT-MobileSprintDISHU.S.CellularCapital Raise ofby$6MDecember 2022Drone InspectionCapital
82、 Raise ofby10MNovember 2022Visual AutomationAcquisitionofbyOctober 2022Network PlanningCapital Raise ofby$96MSeptember 2022Deployment Ops.Capital Raise ofby$21MOctober 2022Connectivity MarketplaceConv.Debt Raise of bySeptember 2022Drone InspectionAcquisition ofby$13MAugust 2022Network DesignCapital
83、Raise ofbyJuly 2022Drone InspectionMajority Investment inbyAUD 40MMay 2022Construction Mgmt.Capital Raise ofby$25MMarch 2022Drone InspectionAcquisitionofbyApril 2022Design and ProcurementInvestment inbyDecember 2022ISP Billing($Billions)As Has MSO/Cable Network Investment(1)($Billions)For insights o
84、n company and transaction data,please contact Will Cooper(WCooperHL.com)and Rishabh Bansal(Rishabh.BansalHL.com)Market evaluation and feasibility analysesDesign and engineering of network,including transmitters,receivers,amplifiers,and optical fiber cablesDesign of network facilities/buildingsDevelo
85、pment of costing estimatesPermitting,zoning,securing rights-of-way,entitlements,documentation,and other regulatory approvals Collection of data from the fieldCo-ordination and tracking of crews,equipment,and materialsConfiguration,testing,and optimization of network prior to commercialization Demand
86、 aggregationConnectivity marketplaces(buying and selling capacity on built networks)E-Commerce/subscription salesPricing optimizationBilling and invoicing Ongoing monitoring and management via tools providing:Element managementNetwork management Service managementBusiness management Interactive laye
87、r-1 network data allows for ongoing troubleshooting,maintenance,and upgradesVendors are Planning M&A to Expand within the Value Chain18Use CasesKey Players2Planning+DesignBuildoutMonetizationManagementThe software market remains fragmented through every stage of the deployment process many solutions
88、 are point-based in natureFor insights on company and transaction data,please contact Will Cooper(WCooperHL.com)and Rishabh Bansal(Rishabh.BansalHL.com)and Build on Footholds in Adjacent Sectors19Infrastructure of practically any kind can leverage the same software tools that network operators are u
89、sing to manage deploymentsSources:Sitetracker,CloseOut.Solar PanelsLightingWindfarmsEnergy Storage/BatteriesAMI+Smart MetersCharging StationsHVAC+Energy ServicesMicrogridsOil WellsEnergy&UtilitiesSmall CellsMacro TowersFiberWi-Fi KiosksEdge Data CentersSatelliteGround StationsTelecommunicationsSmart
90、 SensorsPole ReplacementSecurity andAccess ControlBuilding&ConstructionRetail LocationsOutdoor AdvertisingCommerce2Source:Sitetracker.20Ericsson Needed a Partner to Help Them Scale Ericsson provides end-to-end network services,including the planning and building of networks for major telecommunicati
91、on companies,including MNOs,tower operators,and cable companies.Ericsson increasingly needed a modern system to integrate data from various sources and reflect updates across the platform,providing users with access to real-time data.Issues related to inefficient workflows and lack of collaboration
92、across the organization festered and led to delays,lower productivity,and higher operating costs.As such,Ericsson turned to Sitetracker to streamline its tech stack.Ericsson uses Sitetracker Project Management globally to oversee all aspects of site development,from acquisition and design to install
93、ation and maintenance.Sitetrackers Repeatable Solutions Through leveraging Sitetrackers platform,Ericsson has increased productivity and data quality,allowing it to scale with much less effort The reduction of manual work and native automation tools have driven workflow efficiency and accelerated jo
94、b timelines With Sitetracker,Ericsson now manages more than 7 million sites and has deployed over 150 billion assets in over 100 countriesDrove Significant Value in Ericssons Deployment+Key Benefits Improved operational visibility via reports and dashboards More efficient management of lease renewal
95、s Reduced costs and increased efficiency through better management of assets and bill of materials Streamlined vendor management and improved data accuracy Automation of finance lines with customer-specific pricing2Sitetracker is Standardizing Deployments for EricssonEricsson is deploying network in
96、frastructure using Sitetrackers platform in 100 countries80%Avg.decrease in time spent building reports20%Avg.increase in project manager productivity2 weeksAvg.decrease in turnaround timeThe Sitetracker team worked hand in hand with us,was prepared,and consulted us on best practices,helping us meet
97、 our deadline for going live.Rick LawsonDirector of Project Planning and Support at EricssonSource:OneVizion.212OneVizion is Streamlining Project Management for SBASBA is an owner and operator of wireless communications infrastructure and has developed more than 65,000 sites.The company also provide
98、s network design,site ID,planning,zoning,permit application,construction,and auditing services.At any given time,SBA is managing thousands of site acquisitions and construction jobs.+OneVizions centralized database and scalable functionality provided powerful solutions around task tracking and proje
99、ct scheduling.Specifically,it solved:Implementation:simplified organization,collection,and use of existing data and enabled a flexible development path Project Management and Task Tracking:enabled SBA to create a nearly limitless amount of tasks and link them together by duration,dependencies,and/or
100、 successor-predecessor logic Forecasting and Scheduling:enabled SBA to manage both short-term,single-site projects and extended,complex projects Data Visualization:enabled SBA to quickly identify trends,bottlenecks,and critical scheduling issues Business Rules and Compliance Controls:automated busin
101、ess and compliance process dependencies,allowing SBA to quickly adjust schedules,evaluate impact on projects timelines,and ensure that required business rules are met before a project advances to its next stepBackgroundSBA was managing its site development division with Excel spreadsheets and an onl
102、ine database applicationsiloed data managed by multiple stakeholders prohibited SBA from maintaining a single view of mission-critical information.The resulting project management challenges and limited scheduling features also reduced operational agility.Moreover,costs related to SBAs online databa
103、se app were expected to significantly scale with additional projects and users.SBA sought to bolster project management and business reporting functionality while controlling costs.For two years,the company conducted an extensive review of more than 10 tools before finding a full-featured replacemen
104、t application in OneVizion.ChallengesSolutionOutcomeOneVizion drove operational efficiency and enhanced SBAs ability to deliver accurate,timely project management and scheduling informationPleased with the results of its targeted implementation,SBA extended its use of the OneVizion platform to inter
105、national operationsSBA has since added incremental features and upgrades that build on existing functionality with minimal disruption to operationsWith data from thousands of sites consolidated in one secure location,SBA is free to focus on high-value work and larger company goalsOneVizion provided
106、SBA with a highly effective,cost-efficient project management and reporting solution.Their platform provided our organization with full visibility across all project-related activities.Using OneVizions powerful API,we successfully integrated the solution with our ERP,financial,and CRM systems.OneViz
107、ion was easy to configure,quick to implement,and provided a high rate of adoption by the user community due to its ease of use and familiar look and feel.Source:Render.222Render is Accelerating Rural Connectivity+Craighead Electric Cooperative energizes Arkansas with fiber network built 50%ahead of
108、scheduleIn 2017,with 44%of its members without access to reliable broadband,Craighead Electric Cooperative Corporation(CECC)pioneered a$110 million,5,000-mile network strategy to modernize the grid and deliver symmetrical,gigabit fiber solutions to eight rural counties across Northeast Arkansas.This
109、 new network was designed to connect communities in need of reliable connectivity to access fundamental education,employment,and healthcare services.The fiber network was then leased to CECCs wholly owned subsidiary,Empower,to deliver leading FTTH broadband services.ChallengeResultsBackgroundLike mo
110、st cooperatives,CECCs fiber expertise was limited,so they decided to partner with Irby Utilities,which led the cooperative to Render.CECC initially planned to deploy a traditional project management model,deploying more crews for longer hours to complete construction on schedule.However,CECC quickly
111、 realized it could gain enormous efficiencies with an end-to-end digital and geospatial approach.SolutionRender delivered a project environment that organized network design into manageable tasks and enabled network operators to make informed decisions while construction was underway.With Irbys mate
112、rial procurement expertise and Renders resource optimization capabilities,CECC was able to maintain an accelerated pace of deployment,improving production rates by more than 30%.50%Ahead of schedule20%Under budget75%Reduction in project admin resourcingCECC no longer needs to devote resources to pre
113、paring status updates;every stakeholder can access a centralized data source.Real-time geospatial progress views enable smart,data-driven decisions on the deployment,building confidence in the project.Renders solution also reduces project administration resourcingin this case,Renders software reduce
114、d the headcount need from four people to one.CECCs goal was to cover 50%of its membership in three years.It was able to achieve that goal in record time,connecting over 10,000 locations5,000 more than planned20 months ahead of time and 20%under budget.With Render,productivity is off the charts,data
115、integrity is high,and construction costs are down,all without ever touching a piece of paper.Now,I cant imagine trying to implement a large-scale utility construction project without Render.Jeremiah SloanCEO,CECCGalooli is Enabling Remote Management of Tower SitesChallenge Nigeria has struggled with
116、 vandalism and theft issues relating to energy assets,such as fuel and backup batteries from telecom base stations.Galoolis client has worked to expand and stabilize coverage countrywide,eliminating these singular events,which can cause sweeping outages.Keeping track of hundreds or thousands of remo
117、te sites and assets is extremely difficult without a remote monitoring and management tool;it is difficult to understand the source of any malfunctions,let alone mitigate issues,without being on site.Galoolis remote monitoring and management(RMM)solution enabled the client to track its remote energy
118、 assets and facilities and provide live updates,metrics,and insights to the clients remote operations team.The RMM solution found that the grid was available,on average,just over 30%of the time and,within a single month,38%of the sites experienced at least one extended outage.2Source:Galooli.+A Larg
119、e Cell Tower OperatorOutcomeTracked the specific performance of each energy asset on site and alerted the client in real time to any malfunctions or errant events that occurred.Provided regular reports on the status of firmware and inconsistencies that arose while updating and syncing any out-of-dat
120、e assets.Introduced a comprehensive sustainability module that provided an in-depth look into an organizations carbon footprint.Identified problematic sites,separating scope 1 and 2 emissions,monitoring overall emissions,and tracked emissions saved by using renewable energy sources,such as solar.Ove
121、rarching visibility and live updates for remote energy assets and facilities,regardless of orientation or location.Galooli implemented its solution at hundreds of sites across Nigeria,providing full visibility over remote assets and driving significant cost reduction;integrating the full network wou
122、ld result in savings of millions of dollars.Solutions+$500kAnnual fuel cost savings from just several hundred sites2,000Outages identified within one month23Source:Vetro.2VETRO is Operationalizing the Physical Layer of the Network VETROs customer is a network owner that partners with communities and
123、 third-party contract network operators to deliver FTTH in an open-access model.Background The network owner lacked visibility into networks across its portfolio and wanted to see all infrastructure investments through a single pane of glass,regardless of network operator.Owner had business engine a
124、nd equipment provider standardized and needed a fiber management vendor that could easily connect to adjacent solutions.Operators had network data in multiple systems and locations,leading to data gaps and slower time to market.Operators lacked GIS expertise needed for ongoing operational management
125、.Problem Fiber management“system of record”keeps all network data organized and accurate for informed decision making.Open API structure facilitates data sharing between adjacent systems and saves time when onboarding new operators VETRO FiberMap is easy to learn and usefiber operators do not need G
126、IS expertise to manage and operate their networks.Solution Network owner now has visibility into all of its infrastructure and can see how its investment is being utilized across several operators.Network owner gained operational efficiencies due to the standardized technology stack.Network operator
127、s can be working in the platform with immediate time to value thanks to the intuitive UX/UI and pre-built workflows designed for fiber management.ResultsVETRO simplifies fiber asset management through an open,accessible and precise system of record.CRM/SalesConstruction ManagementNetwork MonitoringA
128、uto DesignOSS/BSSMobileEnabling business acceleration at lower operating costs24Connectbase is Automating Buying and Selling ConnectivityTransforming Network Buying and SellingCustomer Spotlights The companys Connected World platform digitizes and transforms the buying and selling experience for net
129、work operators.More than$10 billion in global connectivity spend takes place in the Connected World platform.220+buyers and sellers make the Connected World their system of record for buying and selling connectivity.The Connected World platform profiles and manages nearly 1.5 billion locations globa
130、lly.Buying and selling connectivity has traditionally been a slow,manual,and labor-intensive process.Connectbase changes that dynamic by giving customers end-to-end automation tools,powered by location-based intelligence,so they can execute the right deals with confidencefaster and at scale.Connectb
131、ase helps network providers to improve their buying and selling processes so they can drive focused and sustainable growth.2Source:Connectbase.enables sellers to connect,automate,and price to drive growth and enables buyers to find new partners,connect,and automate their quoting and ordering process
132、es with insight Many of the groups within Crown Castle are leveraging the Connectbase platform to automate what has been a very slow and inefficient process.The platform has provided a single and centralized location to store all building and pricing data,with Connectbase adding additional layers of
133、 location intelligence to each address.“The platform has become an indispensable part of FiberLights business and has contributed to higher profitability for our organization.”“Connectbases location engagement platform has become an indispensable tool for various groups across Frontier.We have elimi
134、nated emails to support teams for service availability and better partner experience.”Connectbases platform has helped Uniti Fiber develop“smart build”strategies for its enterprise business with in-depth location,tenant,and network data.“We trimmed down time-to-quote by more than 50%in 2020,exceedin
135、g the goal that we set for this metric.”“With Connectbase we are now able to manage and send out building lists in an automated way,saving time and ensuring we are being considered in as many deals as possible with our partners.”“Connectbase expanded our serviceable location list three-fold with nea
136、r net analysis,from 2,600 on-net and near-net locations.”Logix Fiber Networks has been able to build out process books and customize pricing for different customers.253.Convergence of Mobile and IP NetworksWireless NetworksFirewallsRoutersSwitchesProtocols EnterpriseCloudTelcoData is Dominating Netw
137、ork TrafficAs a Result,Mobile and IP Network Architectures are Converging in Scaled Settings27 Historically,telco and enterprise networks have been separate and sequestered.As traffic flows and networks converge,software is helping to unify networks.Moreover,telcos and enterprises are leveraging sof
138、tware to automate operations across the entire network.Sources:TMForum:Digital Transformation Tracker 5,PitchBook,STL Partners 2020,and other publicly available information.(1)Ericsson(November 2022).Telecom Traffic is Increasingly Riding Over IP NetworksMOBILE NETWORK TRAFFIC(QUARTERLY)(1)Unit:EB/m
139、onthAll technologiesAll devicesYear:2015-2022Total trafficYear-on-Year growth(percent)02040608060801001202015.Q12015.Q22015.Q32015.Q42016.Q12016.Q22016.Q32016.Q42017.Q12017.Q22017.Q32017.Q42018.Q12018.Q22018.Q32018.Q42019.Q12019.Q22019.Q32019.Q42020.Q12020.Q22020.Q32020.Q42021.Q12021.Q220
140、21.Q32021.Q42022.Q12022.Q22022.Q3DataVoiceYoY data growth1153Networks Are Becoming Smarter and Software-Defined28Source:BMC Software.3What Does a Software-Defined Network Look Like?Decoupled Architecture Planes Decouples the network control plane from the data plane Centralizes network intelligence
141、Migrates programmable features from network devices to centralized application servers/controllersNetwork Operability Software-Defined Network(SDN)algorithms tell network“what to do”in response to network changes or dynamic flow pattern changes Centrally managed,eliminating multiple local device con
142、figurations;network devices can be configured at scale Consistent network performance and control;application servers/controllers interact with network devices through APIsOpenness and Interoperability Provides vendor neutrality,interoperability,and integration across the network Supports standard c
143、ommunication protocols between devices from multiple vendors Maintains common software environment for network infrastructure Manages infrastructure-wide organizational policies,systems,and network applicationsMonetization SoftwareNetwork Management and Monetization Is Increasingly Critical3 Network
144、 management software supports the security,reliability,and overall performance of next-generation networks.Software is enabling networks to become highly automated,intelligent,resource-aware,self-organizing,and self-healing.As mobile and IP networks converge and become increasingly complex,network m
145、anagement software will ultimately improve the customer experience and reduce the burden on network operations teams.As cloud,IP,and mobile networks converge,robust monetization toolsspecifically,related to charging and billingwill become increasingly important.Converged charging software performs o
146、nline and offline charging of consumption in a variety of use cases,including network slicing,massive IoT,and private networks.Billing can quickly become complex,given the variety of plan types(fixed,tiered,minimum commitment,usage-based);a robust billing engine is critical for preventing revenue le
147、akage.Automated billing solutions allow customers to handle every aspect of the quote-to-cash process,from configuring orders to rating complex usage and calculating taxes.Sources:Arrcus,TMForum:Digital Transformation Tracker 5,PitchBook,and other publicly available information.Together,These Tools
148、Can Drive Business-Moving Outcomes Revenue acceleration New monetization mechanisms Revenue leakage prevention Enhanced customer experience New applications New and dynamic use cases Network programmability Reduced downtime Improved reliability Simplified network management Stronger security Real-ti
149、me visibility of the full network Time savings for network operations teams Improved resource allocation Network Mgmt.and Analytics Software29Network Management Software Ecosystems Are Converging30Enterprise-focusedTelco-focusedSoftware Vendors Are Expanding Focus from Telco to Enterprise and Vice V
150、ersa3Sources:GigaOm,PitchBook and other publicly available information.Continuous Integration/Continuous Delivery(CI/CD)Provides the ability to spin up network infra using tools familiar to app developers on an as-needed basisAutomated Workflows Provide complete lifecycle management functionality to
151、 configure,deploy,and upgrade network elements seamlesslyState Awareness Ongoing synchronization of network state and real-time configuration using APIs.Provides AI and ML analytics capabilities for visibility,troubleshooting,and complianceInfrastructure as Code(IaC)Manages infrastructure(connection
152、 topologies,load balancers,networks,and virtual machines)in a descriptive model to reduce environment drift Policy Creation Eliminates the challenge of first rolling out configurations and then maintaining and enforcing them at scaleOn-Demand Elasticity Enables network resources to be added or remov
153、ed dynamically based on changing traffic patterns,such as seasonal or peak traffic surgesSelf-Service Access Enables automated deployment and configuration of network services while ensuring complianceand Applying Software DevOps Principles to Networks(NetDevOps)For insights on company and transacti
154、on data,please contact Will Cooper(WCooperHL.com)and Rishabh Bansal(Rishabh.BansalHL.com)The Monetization SW Ecosystem Is Ripe for Consolidation313Notable Vendors of Billing,Charging,Invoicing SWMonetization Tools Translate to Hard ROISources:Aria Systems,BillingPlatform,BluLogix,Cerillion,CloudSens
155、e,CompaxDigital,DigitalRoute,Gotransverse,LogiSense,LotusFlare,MATRIXX Software,Rev.io.AccountingAccounts ReceivableAnalyticsAutomated BillingCustomer ManagementEvent and Session ManagementInvoicingMediationBill-on-BehalfCollections and DunningConfiguring,Pricing,QuotingConvergent ChargingOrder Mana
156、gementPartner BillingPaymentsPolicy IntegrationProduct MarketplaceRatingRegulatory ComplianceReportingRevenue RecaptureSelf-ServiceSub LedgerSubscription ManagementTaxationWholesale BillingWorkflowsRevenue RecognitionFor insights on company and transaction data,please contact Will Cooper(WCooperHL.c
157、om)and Rishabh Bansal(Rishabh.BansalHL.com)Founded in 2002,Rev.io offers automated billing,back office,and customer management software to the communications,managed services,IoT,and wireless industries.Rev.io enables clients to manage subscriptions,usage,billing,and paymentsultimately preventing re
158、venue leakage.Uniquely,Rev.io integrates billing with native merchant processing capabilities.Key tools include:Payments:Uniquely,Rev.io integrates billing with native merchant processing capabilities.Integrations:Syncs customer,payment,charges,and other data into general ledgers,saving hours and pr
159、eventing data input errors.Analytics:Visualizes billing trends,usage trends,financial metrics,A/R,order management,etc.to make more informed decisions.Odin for Cisco BroadWorks:This API-based automation and provisioning platform saves clients time and helps optimize investments in BroadWorks.In Sept
160、.2020,Primus Capital made a majority investment in Rev.io.Highlight|Key Players in the Monetization SpaceMATRIXXConverged Charging32 Founded in 2009,MATRIXX provides a cloud-native,converged charging engine that unifies IT and networks,enabling operators to automate operations,monetize new services,
161、and hyper-scale offerings.In previous network upgrade cycles,legacy charging engines have been sufficient.5G standalone networks,in which the mobile core is virtualized and in the cloud,requires a significantly more scalable and real-time charging solution.With 5G,converged charging is as important
162、as everany carrier that builds a standalone 5G network will need a high-caliber charging engine.MATRIXXs charging engine provides real-time,network-grade policy determination and charging for all offerings and payment models,supporting cellular,fixed wireless,Wi-Fi,and enterprise customers.Ultimatel
163、y,its charging engine enables CSP customers to fully monetize their networks and pursue enterprise-focused business cases,such as mobile edge computing and network slicing.In Oct.2021,MATRIXX raised$50M of debt capital from Francisco Partners.Rev.ioBilling and InvoicingSources:MATRIXX Software,Rev.i
164、o,and publicly available information.Notable CustomersNotable CustomersKey Products and ServicesKey Products and ServicesConverged ChargingSubscription ManagementPolicy IntegrationReal-Time PaymentsRevenue ReportingDevOpsEvent ManagementContracts and FinancingQuote ConfigurationAutomated BillingPaym
165、ent ProcessingInternational BillingWorkflow ManagementCustomer ManagementOrder ManagementUsage-Based Reporting333B-YOND is Automating Testing+Analytics3Acceleration of Service and Technology Launch for a Tier 1 OperatorNetwork Quality Assurance and Intent-Based Testing for a Greenfield 5G Operator12
166、Cost Savings$50M of annual savings for a test suite of 25K Increased ScaleEnd-to-end automation of execution and validation of 10M tests per dayOrchestrationInternet-based test orchestration based on learned business logicAutomationContinuous testing,validation and RCA to drive network assuranceProb
167、lem Analysis and troubleshooting of test results for E911 and VoLTE calls were not automated.For failed tests,it took up to four hours to determine the root cause.Due to resource limitations,it was not possible to analyze all failures.Low-quality software was being released into production.New servi
168、ces and features took weeks or months to test and launch.Testing as a Service(TaaS)to continuously test/ensure network quality.Scale to 10M tests per day,executed based on intent.Close to 60%failure rate for voice(30%),connectivity(12%),and video combined(18%).Insufficient resources available to tro
169、ubleshoot failures.Slow turnaround from OEMs.Premature closure/back-and-forth of issues.ProblemSolution B-YONDs Visual Service Model Studio(VSS)allows SMEs to accelerate the incorporation of new interfaces/elements/services.Pre-trained,productized per-service ML models are made available off-the-she
170、lf to customers.With usage,ML model accuracy is continually improved through model retraining.SaaS delivery model translates to low support costs,upgrades and updates included.Integration to test orchestration,execution,and trouble ticketing workflows.Ingestion of call flows from traffic simulators
171、and Vprobes.Automated validation of test results at scale.Automated root error and root cause analysis for failures.Closed loop feedback of test results.Intent-based test execution.SolutionResults 10X increase of test volume,with 100%root cause analysis(RCA)coverage.Model accuracy at 95%after a shor
172、t training period.RCA of failed tests reduced from hours to seconds.Automation of end-to-end testing process.Same approach extended for testing production issues.Time to market for new services and features was accelerated.Hundreds of thousands of daily automated test validation and RCA.Root cause p
173、rediction accuracy greater than 90%.Test results available within two minutes of test execution.Increase in failure resolutions and reduction in resolution times.Call flow visualization for immediate triage.End-to-end automation of TaaS,leveraging intent-based framework.ResultsSource:B-YOND.75%Netwo
174、rk Automation:NetBrain provides a vendor-agnostic network management automation platform that leverages existing resources to enable network performance that is aligned with the business No-Code Tooling:NetBrains unique application of no-code for network automation decreases time-to-value for large
175、enterprises like BT Business-Specific Network“Intents”:NetBrain proactively manages networks by scaling and enforcing required business outcomes Data Modeling:NetBrains extensive data model creates a real-time digital twin,providing a complete view of the hybrid network Knowledge Sharing:NetBrains p
176、latform captures subject matter expertise and best practices,making them executable and sharable across the organizationNetBrain is Automating Network RepairNetBrain Helped Resolve BTs Network ChallengesFaster and More Efficiently than Previous MeansBy Applying a Multi-Pronged Solution Set43%Reducti
177、on in MTTR (Mean-Time-to-Repair)Time Saved in Complex Incident Resolution BT sought to reduce mean-time-to-repair(MTTR)and mean-time-to-innocence(MTTI)on 2,000+customer networks NetBrain was selected to provided a complete,end-to-end,no-code automation platform that automated new productivity featur
178、es and leveraged extensive data models for future initiatives in other settings The initial goal for the deployment of NetBrain for BTs customers was to establish the network operational and performance baselines and detect when the network deviates from the baseline,helping them understand the busi
179、ness impact and get to the quickest possible resolution NetBrains reuse of established best practices across the full organization have had major positive impacts on“day 2”or day-to-day network operations and ultimately prevented many outages over the long term,saving BT significant money and suppor
180、ting customer relationships3NetBrains no-code network automation tools have proactively prevented network outages for BT,significantly reducing TCO for years Source:NetBrain.By being able to quickly and confidently declare the networks innocence,network technicians can now help customers get to the
181、actual root problems faster and use their time much more efficiently.With NetBrain,we can shortcut a lot of the knowledge issues or problems,that needed us to review documentation and refresh on networks that weve not seen for some time.Lewis HardySr.Manager,BT Data Services34Source:Kentik.35Unitas
182、Used Kentik to Solve Many Challenges Unitas Global operates the first worldwide network built specifically for cloud connectivity,linking more than 35 million enterprise edge locations with thousands of networks and SaaS applications on every continent.Over time,cloud adoption within Unitas customer
183、 base accelerated,leading to decreased demand for custom data center services and increased emphasis on internet connectivity.As a such,Unitas pivoted toward being more of a connectivity service providerand its network became sprawling and complex.A key element in managing this environment is the Ke
184、ntik Network Observability Cloud,which delivers superior capabilities for monitoring performance and analyzing complex network traffic patterns.Unitas Global uses Kentik to support customer experience in a wide variety of uses cases,including:Identifying the sources and destinations of traffic Chara
185、cterizing the types of traffic customers are sending and receiving Monitoring the performance of key applications running on the network and continuously reporting network performance status to customers Identifying opportunities where direct peering connections can save money and improve performanc
186、e for customers Understanding where network expansion and new connections will be needed to meet future demandDriving Numerous Benefits for Its Customers+3Kentik is Enhancing User Experience for Unitas GlobalUnitas Global uses Kentik to understand network performance.Kentiks platform cuts through th
187、e complexity and delivers detailed insights that enhance the user experienceCHALLENGESOLUTIONRESULTS Needed reliable internet connections to optimize user experience Needed to establish peering relationships to maximize cost-effectiveness Needed to protect customers from DDoS attacksKentik Platform
188、delivers highly detailed insights to boost user experience Greater network performance and lower costs Outstanding customer experience Synthetic monitoring to identify and prevent potential performance issues Defense against DDoS attacksThe traffic patterns of our data center and enterprise customer
189、s look very different from those of customers who are more service providers.With Kentik,we can measure and track the metrics that are most important to each customer and tailor our response and service accordingly.Grant KirkwoodCo-Founder and CTO,Unitas GlobalNotable Network Management and Analytic
190、s Transactions36Sources:PitchBook,and other publicly available information.3DateTargetAcquirer/InvestorTransaction Value($M)Target DescriptionSep-2221Provides a fully programmable and automated cloud-native edge networking software solution that is disrupting how distributed cloud edge and data cent
191、er networks are built,managed,and operatedAug-22262Takes the architectural model of cloud to telco-grade networking;the companys cloud-native software runs over shared physical infrastructure,simplifying network operations and offering telco-scale performance and elasticity at lower costJul-22Undisc
192、losedOffers a unique analytics platform that helps network operators,their related service providers,and application developers to better understand and improve customer experiences and network quality globallyMay-22UndisclosedProvides AI/ML analytics,cloud-native inventory,service assurance,and net
193、work automation solutions,enabling clients to optimize their investments in networks by analyzing performance,fault,and capacity metrics of network assetsMar-22UndisclosedEnables customers to create automated,repeatable,digital processes to build,grow,and operate their digital infrastructure;enables
194、 CSPs to automate cloud assets,data centers,branch offices,core,edge,and access networksMar-2228 Empowers network,cloud,and application operators with data-centric multi-domain analytics,driving the transition to AI-and ML-based operations intelligence;converges network,applications,and IT system ob
195、servability across data sourcesFeb-22Undisclosed Provides automated,intelligent network-wide routing and optimization solutions for the planning and management of CSP networks;utilizes intelligent algorithms and analytics to enable CSPs to manage the toll-free routing lifecycle processFeb-22Undisclo
196、sed Provides cloud-native capabilities that automate deployment,scaling,and lifecycle management of enterprise and 5G applications,allowing developers to deploy and easily manage data and network-centric applications independent of underlying infraJan-22Undisclosed Enables CSPs to manage complex net
197、works with analytics-driven solutions for roaming and network services,network security,risk management,connectivity testing,and subscriber intelligenceJan-2245 Provides software for intelligent network management,network process automation,and IT Audits.Its software manages some of the worlds most
198、complex IT environments,including some of the worlds largest carriers and MSPsFor insights on company and transaction data,please contact Will Cooper(WCooperHL.com)and Rishabh Bansal(Rishabh.BansalHL.com)4.Proliferation and Privatization of Cellular NetworksNetwork Spend Has Been Significant and Ste
199、adily GrowingProjected U.S.Market Share of Connectivity Standards(based on%devices)Sources:Credit Suisse Wireless Market Forecast;ATC U.S.Technology,and 5G Update.(1)As of August 30,2022.The GSMA expects mobile operators across the world to spend$1.1 trillion on capex between 2020 and 2025Historical
200、 and Forecasted U.S.Carrier Investment(CapEx and Spectrum)(1)Major Spectrum AuctionSpending($B)3G4G5GCapacityCapacityCoverageCapacityCoverageCoveragePCS$17PCS$2AWS-1$14700MHz$19PCS HAWS-3$43600MHz$2024,28GHz$3C-Band$812G($in Billions)$10$12$10$10$13$21$24$19$20$19$23$27$29$32$31$33$29$30$31$32$33$36
201、$43$40$36$342000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022E2023E2024E2025EAT&TVerizonT-MobileSprintDISHU.S.Cellular2G 3G20002004:$11/year3G20052009:$20/year4G20102019:$30/year5G20202025E:$37/year4G launch3G launch5G launch3.45GHz$23
202、438Software Is Optimizing the Spectrum in Cellular Networks394Key Software ToolsNETWORK DESIGNRF DETECTIONCAPACITY OPTIMIZATION ANOMALY DETECTIONDEEP PACKET INSPECTIONBEAMFORMINGSPECTRUM SHARING/ALLOCATIONINTERFERENCE MANAGEMENTAPIS FORMULTI-VENDOR NETWORKSRAN MONITORING REAL-TIME STATE DATABASERAN
203、INTELLIGENT CONTROLPERFORMANCE MANAGEMENTRF SIMULATIONSPECTRAL EFFICIENCYNETWORK AI AND MLNETWORK AUTOMATION ORCHESTRATIONNETWORK ANALYTICSCONFIGURATION MANAGEMENT SECURITY TESTINGRAN PLANNINGCOVERAGE OPTIMIZATIONINVENTORY MANAGEMENTKey PlayersCarriers are building smarter wireless networks that aut
204、omatically plan,configure,manage,optimize,and heal themselves through the use of artificial intelligence,predictive analytics,and pre-optimized software algorithmsACCESS MANAGEMENTFor insights on company and transaction data,please contact Will Cooper(WCooperHL.com)and Rishabh Bansal(Rishabh.BansalH
205、L.com)P.I.Works Is Making Radio Access Networks(RAN)SmarterSource:P.I.Works.40P.I.Provided an End-to-End Automation Solution The automation project improved network performanceas measured by KPIs,such as throughput,coverage,availability,accessibility,mobility,spectrum management,etc.for Smarts 2G,3G
206、,4G,and 5G networks.Network automation reduced human interactions for routine activities in the network and increased operational efficiency.Provided hybrid load balancing for spectrum management,energy saving with AI/ML,and special event handling modules,which helped improve customer experience and
207、 drove costs down.Smart automated nearly 50%of RAN activities,improving operational efficiency and network quality,as recognized by third-party benchmark companies.P.I.Works solution allowed Smarts technical team to focus on network technology strategy,while routine optimization tasks were handled b
208、y the EXA automation solution.Key BenefitsKey Performance Indicators+Self-service unified KPI monitoring and assurance with interactive drill-down and roll-up functionality and correlation across various data sources Proactive KPI alerts Rich reporting suite with automated scheduling and interactive
209、 single pane of glass(SPOG)dashboards Interactive map functionalities for troubleshooting Thematic maps with high utilization,outages,expansion recommendations,and other attributes4 P.I.Works and Smart,a telecommunications provider in the Philippines,partnered up to integrate AI and ML intelligence
210、to Smarts 2G,3G,4G,and 5G mobile networks.P.I.Works deployed its EXA product,an AI-driven radio network automation solution that helps mobile network operators in their transformation journey towards zero-touch networks.The solution has been deployed to over 45 mobile network operators,managing more
211、 than 7 million cells,and serving more than 1.3 billion mobile subscribers.The EXA solution supports multiple radio access technologies(RAT)over a single platform for efficient inter-RAT mobility,load balancing and spectrum managementHalfOf RAN activities automated58MActions automated2xAs fast as th
212、e nearest competitor15%Improved LTE DL user throughput60%Decrease in congested cell count60%Decrease in voice call dropsNotable RAN and Spectrum Management Transactions414DateTargetAcquirer/InvestorTransaction Value($M)Target DescriptionOct-22Undisclosed Investors155Developing a single,software-base
213、d automated network that runs on any cloud.As an end-to-end,cloud-native network software provider,the company is focused on transforming the way the world connects,accelerating software network transformation for 250+communications service providers in over 120 countries,which serve more than 50%of
214、 the worlds subscribersJun-22UndisclosedProvides a cloudified and AI-driven RAN automation and orchestration platform,enabling mobile network operators(MNOs)to accelerate 5G network deployment and go-to-market,as well as the ROI on their network investmentsJun-2244Offers proprietary software solutio
215、ns and a suite of engineering services that bring end-to-end values to mobile operators.The companys virtualized advanced radio network management platform enables customers to drive network performance through efficient management and optimization of resourcesApr-2228Building an innovative 5G Radio
216、 Access Network(RAN)solution for service providers and enterprises that have access to licensed millimeter wave(mmWave)spectrum;the companys founding team has a track record of developing innovative RAN products,from the worlds first all-IP 3G base stations to pioneering residential femtocell and en
217、terprise small-cell solutionsFeb-2246Provider of Universal Spectrum Multiplier software for open radio access networks(O-RAN)and 4G,5G,and emerging 6G mobile networks;the companys software improves spectrum and user experience with channel detection,estimation,and predictionJan-22UndisclosedDesignin
218、g next-generation wireless solutions for mobile networks and other applications;the companys solution brings 5G beamforming to todays networks,dramatically increasing network capacity and end-user experiencetogether with a cloud-based software suite utilizing machine learning techniques,its technolo
219、gy enables up to a 10X capacity increase in cellular networksSources:PitchBook,and other publicly available information.For insights on company and transaction data,please contact Will Cooper(WCooperHL.com)and Rishabh Bansal(Rishabh.BansalHL.com)Now,Cellular Networks Are Becoming Increasingly Privat
220、e424Proliferation of Private Wireless Networks Private 5G is wireless network technology that delivers cellular connectivity for private network use cases,such as private businesses,third-party providers,and municipalities.Private 5G offers numerous performance advantages over private LTE,including
221、faster data transmission,lower latency,and the ability to connect to more devices in a defined area.5G is ultimately expected to provide a huge leap forward in terms of merging the human user experience and the machine or device experience Private 5G can enable low latency,high bandwidth,and secure
222、wireless connectivity in use cases,such as manufacturing,logistics and warehousing,and hospitality.Private 5G is not intended to replace Wi-Fi;however,it is viewed as an attractive alternative as it provides higher security,greater coverage and cost effectiveness in large usage areas,better speed an
223、d performance,and depth of control over the network.The market opportunity is significant.In 2021,the global private 5G network market size was valued at$2 billion and is expected to grow at a 50%CAGR until 2030.(1)Private Networks Provide Advantages Over Wi-Fi(2)AWS Announces AWS Private 5GAWS Priv
224、ate 5G is a new managed service that helps enterprises set up and scale private 5G mobile networks in their facilities in days instead of months.AWS delivers and maintains the small-cell radio units,servers,5G core,and radio access network(RAN)software,and subscriber identity modules(SIM cards)requi
225、red to set up a private 5G network and connect devices.November 2021Private Network Solutions on Google Distributed Cloud EdgeNew private networking solutions portfolio to further accelerate adoption of private cellular networks.With this new portfolio,built upon Google Distributed Cloud(GDC)Edge an
226、d new key partnerships,customers can rapidly adopt turnkey,private network solutions with the flexibility to deploy management,control,and user plane functions both in the cloud and at the edge.June 2022POWER RATINGPrivate 5G can transit signals at a 5x-10 x higher power rating,requiring fewer acces
227、s points to cover the same areaROAMINGPrivate 5G provides seamless coverage when transitioning between access points;with Wi-Fi,one may experience data lossACTIVE CONNECTIONSA single private 5G access point can handle more active connections than a Wi-Fi access pointNETWORK SLICINGPrivate 5G is capa
228、ble of network slicing,enabling more speed and throughput on a per-application basisINTERFERENCEUnlicensed Wi-Fi spectrum is more susceptible to interference,compared to private 5G which operates in CBRSLATENCYLatency and throughput of private 5G are supportive of uses cases that require Wi-Fi conne
229、ctivity Sources:Cisco,and other publicly available information.(1)Grand View Research.(2)TechTarget.Private Networks are Logical in a Wide Range of Settings4Sources:Pente Networks,ASOCS,LightReading,Wind River,and other publicly available information.Coverage and connectivity for people,machinery,ro
230、bots,and sensors across wide areas and in a secure,fully owned,IT-managed networkManufacturingConnectivity enabling utilities to install,deploy,and optimize cost for water meters across urban areasWater Mgmt.Connectivity supportive of privacy and security requirements,even when devices roam on publi
231、c networks and connect to Wi-Fi Financials Connectivity for robotic devices and sensors that require ultra-low latency and high bandwidthWarehousesConnectivity for students and staff to support in-classroom learning,remote learning,administration,and logistics CampusesConnectivity for mission-critic
232、al infrastructure,utilities,businesses,and consumers,in areas where carriers are challenged to deploy 5GRural BroadbandConnectivity for crews,equipment,and vehicles at construction sites where pre-existing cellular network coverage is inadequate ConstructionLow-latency,high-bandwidth,wide area conne
233、ctivity for autonomous agriculture machinery,vehicles,and smart sensorsAgricultureEnhanced enterprise Wi-Fi capabilities and security(zero trust policies)to deliver private 4G LTE/5GWi-Fi EnhancementBroad and seamless connectivity for facilities,visitors,and staff across wide swaths of land in remot
234、e areasSki ResortsLow-latency,high-bandwidth dedicated networksresilient,secure,and able to operate in the most critical timesMedical CentersIsolated wireless cellular network connectivity around the port to manage location,security cameras,and personnelSeaportsTrack,monitor,and manage assets in mot
235、ion to ensure on-time deliveryAsset TrackingConnectivity to deploy,manage,and operate distributed smart metering systems across every corner of a metro areaEnergy MeteringEnhanced safety and sustainability in smarter mines(secure remote operations,autonomous connected vehicles)MiningConnectivity so
236、support contactless check-in/out,mobile apps,and facial recognitionHotelsEnable control access by floor or by room and reduce the need for security guards on-siteBuilding Mgmt.Connectivity to enable smart waste collection and water management,fuel optimization,and traffic managementRecyclingSecure,p
237、rivate,high-speed connectivity supporting data transfer between bases,aircraft,and the battlefield in mission critical military use casesMilitarySecure,high-bandwidth,low-latency coverage supporting high device density in scaled settingsStadiums/Arenas43This Proliferation Is Creating Opportunity for
238、 SW Vendors444Security management Traffic managementSpectrum access managementService level management Spectrum allocationPrivate-to-public roamingPolicy enforcementAdvanced routingResource optimizationConverged wireline and wireless management Advanced Software ToolsDelivering a Long List of Benefi
239、tsSources:Federated Wireless,ASOCS.COST SAVINGSFELXIBILITYSIMPLICITY OF A SINGLE SOFTWARE STACKSPEEDBANDWIDTHSCALABILITYSECURITYDEVICE DENSITYRELIABILITYCAPACITYGRANULAR APPLICATION CONTROL GRANULAR DEVICE CONTROL PRIORITIZED ACCESS HARDWARE INDEPENDENCEAPPLICATION SEPARATION(SERVICE/NETW
240、ORK SLICING)FASTER UPGRADE CYCLESFederated Wireless Is Powering Automation Via Connectivity Federated was approached by a large-scale logistics provider seeking to improve connectivity in a several-million square-foot warehouse.More-robust connectivity was needed to support operational modernization
241、 initiativesspecifically improving efficiency of supply receipts,storage,issuance,inventory control,and auditability.4Sources:Federated Wireless.+Solution Federated provided a secure,5G private wireless network powered by shared spectrum through a turnkey approach involving design,deployment,commiss
242、ioning,and managed operation services.Key Features Packet core at edge 5G RAN on site Spectrum access controller in the cloud Layered spectrum providing coverage and capacity for use cases Unmetered,shared spectrum to transfer terabytes of data without dependence on a service provider Secure network
243、 with zero-trust security architecture True private 5Gmeaning data never has to leave the premises,providing privacy and security benefitsBackground The size of facility and mobility,latency,bandwidth,and interference-reduction objectives all posed significant challenges.Service provider wireless co
244、verage was not present at the facility and Wi-Fi was impractical for the key use cases.Challenges Enabled robotic storage,retrieval systems,guided vehicles,and self-driving precision forklifts Transformed a 10-month,manual inventory process into real-time tracking Identified and eliminated obsolete
245、inventory Freed up warehouse space Provided for a significant reduction in forklifts across the warehouse Digitized many aspects of operations and provided information on every SKU,their locations,and overall inventory Enabled connected scanners for real-time inventory,mobile terminal connectivity t
246、hat eliminated paper checklists and workorders,AR/VR for worker inspection of goods,and video surveillance With proven ROI,the client now wants to replicate the Federated solution across multiple sitesOutcome40%Efficiency gains30%Labor reductionA Large-Scale Logistics Provider45Source:Oceus.Oceus is
247、 Providing Connectivity for the Dept.of Defense Oceus supported a DoD large-force event,applying distributed 5G private networks to conduct typhoon evacuation and emergency response communications.The company demonstrated that 5G can support deployed operations seamlessly across a wide geographic fo
248、otprint and provide distributed communications,even in critical situations,such as typhoon evacuations and emergency response communications.Oceus stood up four private 5G networks across Virginia,Nevada,and Hawaii(two locations)in support of a DoD large-force event.It deployed its Portable Operatio
249、nal Network Infrastructure(PONI)and Oceus Intelligent Controller/ONmission platform.Deployed teams were able to communicate with their home station using several backhaul techniques,including:internet,SATCOM,optical line of sight and,when feasible,the public network(roaming).446Solution HighlightsKe
250、y Outcomes 100%call support for the exerciseno fail on COMMs Pilots/deployed team use red phone(private side/network)for mission planning,execution,debriefing,and after-action reporting Support with ONmission/SMART Gateway and tracked the users with C2 gear to connect to the private network Basecamp
251、 part of deployed team provided overwatch/comm relay from high ground,with communication via red and black phones,public and private networks,and integrated use of push-to-talk(PTT)Basecamp used 40 x 5G devices issued to pilots/deployed team,communicating via tactical bubbles to connect pilots,deplo
252、yed team,home station,and key nodes Basecamp used point-to-point free space optics(FSO)to connect 5G tactical bubbles Aircraft and vessels evacuated storm area used the network to monitor assets(aircraft,vessels,and personnel)unable to evacuate during storm,as well as recover aircraft and vessels af
253、ter the natural disasterSERVICEORCHESTRATIONUSER AUTHENTICATIONUSER EXPERIENCE MONITORINGNETWORKMANAGEMENTDISTRIBUTED APPLICATIONSSECURED ARCHITECTUREThe event was a huge success.U.S.Department of Defense+Source:Celona.Celona Is Taking Enterprise Wireless to New Places Celona was tapped by a leading
254、 steel manufacturer to provide private cellular solutions across its facilities.The steel wheel manufacturing process is highly integratedvia a wireless network,operators receive instructions detailing exactly where and when the steel goes.If connectivity is lost,everything stops.Metal buildings,mac
255、hinery,massive magnets,and high temperatures pose significant challenges to providing secure and stable connectivity.This environment wreaked havoc for production staff engaging with databases that are intolerant of network latency,generally caused by events such as roaming between Wi-Fi access poin
256、ts.To solve this challenge,the manufacturer used Celonas cellular 4G/5G radios,which operate at higher power levels,thus requiring fewer access points to cover larger areas than Wi-Fi networks.+447 Prior to bringing in Celona,the manufacturer was experiencing five to six weekly disruptions.Since rep
257、lacing six Wi-Fi access points with one Celona private LTE outdoor access point,the manufacturer has reported fewer than five network disruptions in the past 18 months.The manufacturer effectively reduced the unplanned downtime in the scrap yard operation by 70 x.As a result,the total three-year sub
258、scription costs of Celonas indoor and outdoor solutions may be recouped in as few as five months.The Celona 5G LAN required four to six times fewer indoor access points and five to six times fewer outdoor access points than Wi-Fi at the steel manufacturing plant.ROI immediately increased due to incr
259、eased reliability of wireless communications and installation costs relative to traditional Wi-Fi.A Leading Steel ManufacturerCelona Reduced Network Disruption and Drove ROIKey Outcomes 70%reduction in operational disruption vs.Wi-Fi 4x6x fewer cellular wireless access points relative to Wi-Fi Elimi
260、nation of unplanned downtime,translating to a payback period under five months Three-year cost savings of 40%for indoor 5G LAN vs.Wi-Fi 6 Three-year cost savings of 30%for outdoor 5G LAN vs.Wi-Fi 6 Removal of network latency that was leading to application disconnects Improved mobility through reduc
261、ed roaming times and elimination of some roaming events all together Reliable connectivity for mobile crane operators Reduction in wireless network maintenance/adjustmentsSource:Fierce Wireless.Expeto Is Enabling Private Networks for PGE Expetos software treats private wireless networks similar to s
262、oftware-defined wide area networking(SD-WAN)technology,while using both public wireless networks and other spectrum.The platform provides wireless core,SIM,and orchestration-level IP that enables enterprises to deploy and manage private networks in a way that suits their business needs Expeto will s
263、upport automated grid resiliency,monitoring of field conditions with smart sensors and devices,connected workers for enhanced employee safety,and charging stations for electric vehicles on the public grid PGE had a choice between dedicating a large capital outlay on a new network that would take man
264、y years to build or immediately growing their business through renewables and grid applications as part of a more cost-effective option.The Solution Expeto is partnering with energy company Portland General Electric(PGE)to accelerate grid modernization and renewable energy initiatives.PGE selected E
265、xpeto to provide next-gen connectivity based on successful deployment in its Connected Utility Lab,which confirmed viability of PGEs use cases over one year of extensive testing.The transformation will improve grid resilience and outage recovery times for the benefit of all PGE customers.The resulti
266、ng network will eventually cover 4,000 square miles and connect 250,000 devices using existing cellular networks at one-tenth the cost of traditional solutions.+Key Benefits Removes need for capital and operating expenditures of a typical private network buildout,resulting in fewer costs being passe
267、d on to the customer over time Provides scalability needed to support a large number of grid nodes and devices Provides ability to deploy and manage mobile connectivity according to mission-critical business needs,offering simplicity,agility,and control448Expeto put sophisticated use cases within re
268、ach,like having a private network experience over public connectivity anywhere we need it.The companys enterprise-first approach has resulted in a strategy that gives us confidence our network connectivity is reliable and secure,freeing us to focus on accelerating the transition to a clean,reliable,
269、and equitable energy future.Ananth SundaramSenior Manager of Grid Asset Engineering,PGEThe BackgroundNotable Funding Events in the Private Networks Ecosystem494DateTargetAcquirer/InvestorTransaction Value($M)Target DescriptionDec-2210Enables enterprises,system integrators,and telcos to build next-ge
270、n applications in a multi-vendor environment;its platform provides simple API interfaces to reconfigure applications on a 5G network,enabling developers to take control,cut costs,and optimize performance.The companys team includes former industry executives from Cisco,Juniper Networks,and Nortel.Dec
271、-2212Enables enterprises to extend private networks via any type of cellular connectivity and continue to operate just one mobile network that devices and people can move seamlessly across.The company powers next-gen networking use cases for large,multi-site,mission-critical businesses across a broa
272、d range of industries.Sep-227Provides enterprise-grade security for private LTE/5G networks,giving more visibility,control,and protection to organizations.The company was founded by cybersecurity experts with a deep understanding of both cellular protocols and IoT security needs and veterans from th
273、e IDFs 8200 and 81 intelligence units.Sep-2210Provides an enterprise-grade LTE/5G mobile core and management platform.The company has a growing partner ecosystem with system integrators,service providers,and equipment manufacturers that are focused on delivering end-to-end,wireless communications so
274、lutions to enterprises.May-2272Developer of shared spectrum CBRS capabilities with more than 350 customers and over 85,000 connected devices across the United States.Its customer base spans a range of industries and uses its tech for a variety of use cases,ranging from network densification and mobi
275、le offload to private wireless and industrial IoT.Mar-2260Accelerating the adoption of business-critical apps in the enterprise by leveraging CBRS spectrum.Its solution architecture is designed to automate deployment of cellular wireless by enterprise IT organizations and MSPs,and drastically simpli
276、fy its integration with an existing enterprise IT infrastructure.Mar-2211Bringing programmable cellular networking to IoT.The company serves hundreds of enterprise customers within a wide range of verticals and in private settings.The companys platform provides customers with programmable access to
277、multiple native 5G networks and networking technologies within a single solution.Mar-228Provides enterprise-grade security for private LTE/5G networks,giving more visibility,control,and protection to organizations.The company was founded by cybersecurity experts with a deep understanding of both cel
278、lular protocols and IoT security needs and veterans from the IDFs 8200 and 81 intelligence unitsSources:PitchBook,and other publicly available information.For insights on company and transaction data,please contact Will Cooper(WCooperHL.com)and Rishabh Bansal(Rishabh.BansalHL.com)5.Continued Cloudif
279、ication of Telecom FunctionsThe Shift to the Cloud is Gaining Speed Legacy on-prem solutions have burdened the telecom industry with high costs and low flexibility;revamping legacy tech stacks and moving software to the cloud is increasingly becoming a priority.Today,almost 90%of CSPs are moving to
280、adopt cloud-native technology.Variable storage costs are a major advantage of the public cloudpay as-you-go and on an as-needed basis.Public cloud is a key enabler of the B2B2X model that telcos are increasingly transitioning to;this is driven by enterprise customers seeking dedicated connectivity t
281、o support smarter,highly-automated operations.On the retail side,carriers like Vodafone are building their platform on Google Cloud,optimizing customer experience,loyalty,and product recommendations.Houlihan Lokey has received reports of increasing numbers of RFPs for SaaS-based(opex)productsa shift
282、 away from traditional license+maintenance(capex)models.Sources:TMForums Digital Transformation Tracker 5(2021)and Mainframe Modernization Report(2022),and other publicly available information.5The Public Cloud Is Capturing the Attention of CSPsA Fundamental Shift Is UnderwayAlmost 90%of CSPs are mo
283、ving to adopt cloud-native technology33%22%54%60%13%18%20222021Implementing for All IT WorkstreamsImplementing for Some IT WorkstreamsDo Not Have a Clear Preference for a Cloud-Native Approach5120202030The Shift to the Cloud Is Gaining Speed(cont.)Note:The term“Network 1.0/2.0/3.0”does not correspon
284、d to any standard industry terminology and is solely for representative purposes.Source:Capgeminis“Networks on Cloud”report.552Telco Networks are Rapidly Evolving from Virtualized to Cloud-nativeHow Telco Networks Are Moving to the Cloud 5Gs combination of high-bandwidth and low-latency can help unl
285、ock the full potential of cloud-native networks,replacing legacy physical systems.5G technology architecture allows for cloud-native deployment of the mobile core,called 5G“standalone coremaking it the default choice for new deployments and technology refreshes at the end of life of previous-generat
286、ion technology.This is a key driver for telcos striving for“cloudifying”their networks and achieving capex and opex targets.HighLowAUTONOMY1990s2010s20102020Network 1.0(Physical networks)Separate physical boxes for each network component Proprietary network hardware Vendor lock-inNetwork 3.0(Cloud-n
287、ative networks)Containerized and cloud-native implementations of network functions Highly available,auto-scaled,network-aware network functions and applicationsNetwork 2.0(Virtualized networks)Physical network equipment converted to virtualized network functions Multi-vendor solutions Hardware and s
288、oftware disaggregationNetwork 4.0(AI-based networks)AI/data-driven optimization of networks Self-healing networks Sustainable networksIndustry progress to January 2023Key Points553The Shift to the Cloud Is Gaining Speed(cont.)Nearly Half of Telco Network Capacity Will Be Cloud-Native in the Next 3-5
289、 YearsTelcos Will Invest$1 Billion on Average for Telco Cloud Transformation Over the Next 35 YearsHow much of your network capacity is currently serviced entirely by cloud(currently and in 35 years)?Average annual investment in telco cloud transformation per year($million,by annual revenue)7%27%21%
290、19%8%15%2%0%0%2%19%27%10%17%20%6%6-10%11-20%21-30%31-40%41-50%51-60%61-70%71-80%Currently servicedExpected to be serviced in next 3-5 years31%(2022)46%(2027)Global averageGlobal average$348$306$155$90Telcos withrevenue over$30 billionTelcos withrevenue between$21-$30 billionTelcos withrevenue betwee
291、n$11-$20 billionTelcos withrevenue between$5-$10 billion$206 millionAverage annual investmentin telco cloud per yearSources:Capgeminis“Networks on Cloud”report;Capgemini Research Institute,Telco Cloud Executive Survey,November-December 2022,N=124 telco tech executives.Note:Network encompasses Core,M
292、ulti-access edge,RAN/Open RAN,OSS,and Orchestration.Sources:Capgeminis“Networks on Cloud”report;Capgemini Research Institute,Telco Cloud Executive Survey,November-December 2022,N=170 telco tech executives.Note:The values above in million indicate average annual investment in telco cloud for telcos(i
293、n terms of annual revenue).CSPs Are Transitioning Voice Networks to the CloudThe era of the softswitch is deadthe cloudification of core voice networks is nextCUSTOMERS Enterprise|SMB|Government|Education|Residential CollaborationCPaaSBusiness Text MessagingEnterprise MessagingOTT AppsCloud Contact
294、Center(CCaaS)Unified Communications(UCaaS)Trusted brandLocal presence Data quality and securityCustomer relationshipsCustomer acquisitionBundled servicesSERVICE PROVIDERSThe only cloud-native,carrier-grade communications platform for service providersPROBLEM:Service providers have been held back by
295、legacy voice software and hardware solutions5Source:Alianza.54 A mobile core sits between the radio network and external networks,connecting mobile phones to external networks and allowing them to use services such as calling,texting,and data.A mobile core comprises different network functions that
296、are responsible for subscriber information and switching tasks for services(i.e.,calls,texts,and mobile data).Although elements of the telco network have moved to the cloud,resulting in cheaper and more scalable networks,the mobile core has been slow to movethat is starting to change.A cloud-based m
297、obile core delivers several benefits,including:accelerated time to revenue,improved service configurations,automated software upgrades,and automated fault detection.A radio access network(RAN)connects individual devices to other parts of a network through radio connections and uses a base station an
298、d antennas to cover specific regions.Historically,radio access network equipment was not interoperable and networks had to be built exclusively with equipment from one OEM,creating major inefficiencies for network operators.Cloud-based radio access networks change that paradigmtheyre open and intero
299、perable,allowing operators to build a“best of breed”network with components from a variety of OEMs.This open ecosystem is enabling new low-latency,high-bandwidth,AI/ML-driven applications.The Mobile Core Is Becoming ProgrammableEvolution of Mobile Architecture(2)Open RAN Is an Open Interface(1)The R
300、adio Access Network(RAN)Is Opening UpAnd Network Components Are Redomiciling to the Cloud.5Source:Vodafone,Affirmed Networks,Nokia,Ericsson,and other publicly available information.(1)Mavenir:What is Open RAN?(2)Dish Wireless:5G Standalone Deployed in the Cloud.Traditional ArchitectureMobile Archite
301、cture Hardware-centric Premise-based Purpose-built Manually intensive Hub-and-spoke model Capex-driven Software-Centric Cloud-Based Programmable Virtualized and Automated AI/ML and Analytics Opex-DrivenBenefitsSoftwareDefinedUnbundled and Open InterfacesProgrammable and FlexibleMulti-VendorFriendly5
302、5 Ready for 5G charging demandsIn-memory charging grid providing ultra-low latency,elastic scalability,and unrivalled service continuity Harness IT agility and efficiencyCloud-native deployments take advantage of modern compute and infrastructure environments Monetize value-based digital offersCombi
303、ne charging models for the 5G multi-slice future with real-time experiences powered by open APIs Business support system(BSS)integrationInteroperate with existing billing systems and advance monetization strategy With the virtualization and cloudification of the mobile core in standalone 5G networks
304、,virtually every mobile network operator globally will need to contemplate cloud-based charging solutions.Real-time rating and charging capabilities enable CSPs to effectively monetize all new revenue opportunities,prevent revenue leakage,and improve customer experience.Since a charging engine is th
305、e heart of a CSPs monetization system,a solution that enables automation and flexibility will offer major differentiation.Historically,telcos have used decades-old traditional BSS running on local databases that do not provide adequate flexibility to support new 5G services.The solutions that many C
306、SPs are exploring today require more-agile and scalable solutions.Cloud-based BSS solutions can leverage the benefits of the public cloud,including deployment automation,automatic scalability,resource usage efficiency,and built-in high availability to save capex and opex and shorten time to market.T
307、RADITIONAL BSSPRINCIPLECLOUD BSSCoupled hardware and softwareChoicesInfrastructure-as-a-ServiceComplex,expensive,high-availability solutionsResiliency99,999%availabilityComplex O&M with long maintenance windowsOrchestration and automationContinuous Delivery/Continuous Integration(CI/CD)Proprietary c
308、ustomized integrationsOpennessOpen APIsCloud-Based Charging Is Critical in Standalone 5GCloud Charging Provides Numerous Benefits(1)Traditional BSS vs Cloud BSS(2)BSS Functions are Becoming More DynamicRequiring Cloud-Based Software to Operate Them5Sources:Affirmed Networks,Nokia,Metaswitch,Ericsson
309、,and other publicly available information.(1)Oracle:A Cloud Native Converged Charging System(CCS).(2)Ericsson:The journey to a cloud BSS.56The Public Cloud Brings a Long List of Benefits to Telcos575Business BenefitsOperational BenefitsIncreased Customer Lifetime ValueEnable more monetization mechan
310、isms,shorter integration cycles,and stickier products;noted by Capgemini as the top benefit realized in the last 35 years from telco cloud initiativesImproved Workload HandlingThe public cloud can support more efficient workload handling across products and services;optimize for workload attributes,
311、including performance,security,integration,and data volumesSharing of Business RisksShare network transformation risks with partners such as network equipment providers,hyperscalers,etc.Greater ScalabilityDynamically increase and decrease resources in response to changing business needs and use case
312、sImproved Customer ExperienceDrive quality of experience/service via AI/ML.Facilitate ongoing development of smarter service deliveryand ultimately an improved customer experience Improved SecurityControl where data is stored,who can access it,and what resources your organization is consuming at any
313、 given momentReduced Total Cost of Ownership(Capex+Opex)Potentially reduce total cost of ownership by+50%through elimination of hardware and maintenance costs and reduction of storage and networking costspay only for what you need,as you need itReduced Vendor Lock-InEnable greater flexibility in wor
314、king with different vendors;the public cloud enables use of standardized cloud hardware and customized software developed by a wider range of vendorsIncreased Average Revenue per User(ARPU)Drive ARPU by cross-selling and upselling new and value-add services to existing customersIncreased Efficiency
315、Simplify internal operations,streamline workflows,increase collaboration,accelerate new product rollouts,improve delivery,and collect more robust data along the waySpeed of InnovationImprove speed to market and feature velocity without the need for stressing over capacity planning and disaster recov
316、ery Sustainability/Energy SavingsDynamically power down compute and network resources when not in use to reduce energy consumption and emissionsShorter Time to Revenue With improved release velocity,roll out new services faster to gain market share and monetize new services earlierLeaner Code Bases
317、Maintain one code base for the entire customer set rather than one code base per customerreducing personnel burden and chance of bugs and increasing maintainability and learnabilitySources:Capgeminis“Networks on Cloud”report,AWS,TelcoDR,Intel,Otava,and other publicly available information.Source:Cap
318、geminis“Networks on Cloud”report.558Quantifying the Benefits of Telco Cloud TransformationNote:Numbers representative for an average-sized telco operator with revenues of$21 billion.Examples of Top-Line ImprovementLG U+Aggressive deployment of a 5G network and capturing the market early helped LG U+
319、get a lead of 7%of market share vis-vis its peers KT and SK Telecom in Korea.NokiaNokias MX Industrial Edge(MXIE)platform,a cloud-native Industry 4.0 edge solution generated growth of 12.8%,year on year,driven by double-digit growth in core network sales and enterprise solutions.Examples of Bottom-L
320、ine ImprovementChunghwa TelecomChunghwa Telecom,Taiwans largest integrated service provider,has been able to reduce CAPEX by 16%per year by moving to a microservices-based network automation enabled by cloud.RakutenRakuten estimated that cloud-native architecture could bring it 40%CAPEX and 30%OPEX
321、savings compared with a traditional LTE operator.Potential Top-Line Improvement$110210 millionPer year,per operatorPotentialBottom-Line Improvement$260380 millionPer year,per operatorHyperscalers are Rolling out the Red Carpet for Telcos595Here are a few examples of tools AWS has made available to t
322、elcosSources:Amazon(AWS):Top Announcements of AWS re:Invent 2022,TelcoDRs re:Invent recap,and other publicly available information.COMPUTE/CONTACT CENTER AWS SimSpace Weaver allows organizations to run multiple Amazon instances and supports simulating more than a million independent entities.Amazon
323、Connect provides ML-powered capabilities for forecasting,capacity planning,scheduling,and agent empowerment.CONTAINERS/DATABASE AWS Marketplace for containers now works with Amazons Elastic Kubernetes Service ensuring your EKS clusters are secure and stable.Elastic Clusters automatically manages the
324、 underlying infrastructure,removing the need to create,remove,upgrade,or scale instances.DATA LAKES Recently announced Security Lake automates the management of security data.Store structured and unstructured data and access it for processing,analytics,and machine learning.DATA MANAGEMENT DataZone i
325、s a data management service that helps organizations catalog,share,and govern data.Provides a single service that“sets data free,”balancing strong governance controls with streamlined access for employees.Amazon EventBridge Pipes allows you to integrate supported AWS and self-managed services with e
326、vent producers in a simple,reliable,consistent,and cost-effective way.AWS Step Functions allows you to launch up to 10,000 parallel workflows.APPLICATION INTEGRATION AWS Marketplace Vendor Insights helps ensure that third-party software continuously meets industry standards by compiling security and
327、 compliance information,such as data privacy,application security,and access control.All this information can be accessed on one consolidated dashboard.AWS MARKETPLACE AWS Wickr is a secure,end-to-end encrypted communication service for enterprises with auditing and regulatory requirements.Wickr use
328、s end-to-end encryption mechanisms to ensure messages,files,voice,or video calls are solely accessible to their intended recipients.BUSINESS APPLICATION AWS has multiple analytics solutions,such as Amazon Redshift,Amazon Athena,Amazon Security Lake,Amazon QuickSightQ,etc.These solutions help run sea
329、rch and analytics workloads,create and share operational reports,and simplify data ingestion.ANALYTICSCOMMUNICATIONS APPLICATIONS Amazon Chime SDK allows builders to add real-time voice,video,and messaging powered by machine learning into their applications.DATA WAREHOUSE Amazon Redshift simplifies
330、data uploads and ensures better security and reliability once its there.Hyperscalers Are Rolling out the Red Carpet for Telcos(cont.)605Here are a few examples of tools AWS has made available to telcosSources:Amazon(AWS):Top Announcements of AWS re:Invent 2022,TelcoDRs re:Invent recap,and other publ
331、icly available information.Amazons Elastic Compute Cloud supports customers most intensive workloads with higher per-vCPU compute performance as well as larger memory and local disk storage to reduce job completion time for data-intensive workloadsHIGH-PERFORMANCE COMPUTING AWS offers a scalable,cus
332、tomizable machine learning(ML)architecture that provides a framework for end-to-end ML workloads for use in telecommunications use cases.MACHINE LEARNING AWS Control Tower allows organizations to manage preventative,and proactive controls for accounts by service,or compliance framework.Amazon CloudW
333、atch allows organizations to search and analyze cross-account telemetry data such as metrics,logs,and tracesMANAGEMENT TOOLS Amazon Omics helps scientists analyze data and then generate insights from that data to improve health and advance scientific discoveries.AWS Supply Chain helps supply chain leaders mitigate risks and lower costs to increase supply chain resilience.INDUSTRIES AWS DMS Schema