OCI significantly bolsters its competitive prospects in the cloud HPC domain, through its agile array of semiconductor and HPC partnerships and clear-cut ability to use price/performance differentiators to win new business. Now AWS, Azure, GCP, and IBM must directly counter the rising OCI threat or risk erosion in their cloud HPC market position.
MATRIXX is gaining a time-to-market advantage in capturing mind share among CSPs during the early stages of their cloud native charging implementations through the latest cloud native enhancements to MATRIXX Digital Commerce. At least rivals will now need to stress their portfolio development goals in supporting CNCF graduated projects such as Prometheus and Fluentd to lessen MATRIXX’s ability to gain a differentiation edge. Now MATRIXX must show it can translate early mind share gains into tangible market share gains against foes in the 5G CCS and BSS realms.
Nokia’s Cognitive SON targets aiding service providers in their quest to efficiently manage 5G complexity through ML-powered low-touch automation and real-time resolution of operations problems. Now Nokia must show its well-differentiated SON solution will become a difference maker in accelerating CSP 5G builds as well as bolstering the company’s 5G competitive outcomes.
Cisco’s rural broadband network solutions for services providers is fundamentally focused on closing the digital divide, a fast emerging imperative for government decision makers and all of society. The necessary move to more remote working and learning is proving that access to affordable, reliable internet access is essential to fulfilling the unique demands of rural communities in top-priority areas such as public safety, public health, education, and communications. Cisco is making the full business case warrant for rural communities to join the emerging digital workforce and ecosystem in order to survive and prosper.
ADTRAN’s new MetNet 60GHz solution is providing exactly what CSPs require to push residential broadband to their most challenging to serve customers and environments. ADTRAN’s MetNet 60 GHz solution is not gated by the underlying physical infrastructure, which has limited the deployment range of fixed access broadband technologies like FTTH. Fixed wireless services are becoming an invaluable compliment to fiber and fiber extension networks in terms of reaching any potential residential or business customer with gigabit capable services, no matter where they are located.
The Marvell-TSMC collaboration is set to pay long-term dividends for both companies. Marvell fortifies its ability to further differentiate the OCTEON portfolio in areas such as gate density, performance, and power efficiencies to drive innovation across the data infrastructure market. In turn TSMC validates its 5nm foundry credentials to further boost its supply chain influence throughout the semiconductor market – a win-win collaboration for both companies.
ONF’s new SD-RAN project is a work in progress after a flourishing start. Founding members, including especially major operators AT&T, China Mobile, China Unicom, Deutsche Telekom, and NTT, need to demonstrate their mobile ecosystem clout and pull through more support from key industry players such as Open RAN and 5G chipset suppliers. Overall ONF has the ecosystem pull and open source pedigree required to make the SD-RAN project a long-term success.
Clearfield is enabling CSPs to cost-effectively drive fiber deeper into their networks, particularly in support of 5G. The new StreetSmart Small Count Fiber Hand-off Box allows CSPs to use an easy-to-deploy, slim form-factor to support protected hand off from fixed to mobile connections in demanding 5G and DAS environments. Clearfield’s steady quarterly and year-over-year growth, based on fiscal Q3 results, among its three largest customer segments – community broadband providers, national carriers, and cable operators – attests to its ability to consistently deliver differentiated fiber management solutions against formidable competition as well as meet new CSP fiber management requirements amidst the distinct challenges of the global C-19 pandemic.
AppDynamics significantly bolsters its ability to make further inroads into the larger enterprise and SMB market segments of the global APM market with the SAP Peak launch. The offering enables AppDynamics and parent company Cisco to quickly differentiate and steal sales and marketing thunder from rivals in fulfilling the latest and most pressing SAP monitoring demands of enterprises and businesses. SAP Peak augments both companies’ Central Nervous System vision of driving the AIOps journey for business while also advancing Cisco’s strategic goal of developing an applications-driven portfolio that expands its software and services revenue streams.
The MEF’s prime objective of defining SASE instantly strengthens SASE’s prospects in quickly becoming a widely accepted, game-changing service by avoiding the pitfalls that have stymied other promising technologies and services due in good part to their lack of robust standards backing. The establishment of SASE standards are essential to providing certification testing, ensuring interoperability across the digital ecosystem and enabling service providers to avoid or minimize reliance on expensive proprietary solutions.