Introduction: For the last three years, the IDC Directions annual conference has emphasized the 3rd Platform for IT, which consists of some combination of big data/ analytics, social collaboration for business, mobile and cloud computing/storage.  But this year, the market research firm produced numbers that imply the 3rd Platform is really taking hold.  It is disrupting entire… Read more →

Introduction:During his January 8th speech at the Computer History Museum (CHM),  FCC Chairman Tom Wheeler told the CHM audience that the U.S. was in a transition to a “4th Network Revolution” that would be led by a transition to an “all-IP” network.   The 4th Network is actually a multi-faceted revolution based on  IP based… Read more →

Introduction: Infonetics Research released market size and forecasts from its new Data Center and Enterprise SDN Hardware and Software report, which defines and sizes the market for software-defined networks (SDN). The report provides data for important SDN market characteristics including product categories, definitions, and worldwide and regional market size. Notably, the report tracks and forecasts SDN… Read more →

Ericsson today reported 3Q-2013 earnings that were less than the consenus forecast.  Third-quarter net income of 2.92 billion kronor missed the 3.07 billion kronor average analyst estimate. Profit rose 34 percent from the year-earlier period, helped by lower costs and the company exiting an unprofitable chip venture with STMicroelectronics.  More importantly, revenue fell 3 percent, to 52.9… Read more →

From Scott Thompson of FBR Capital Markets: We continue to expect the service provider march toward commodity hardware, NFV, and SDN technologies to accelerate through 4Q, with the impact beginning to show in guides as early as 4Q and more significantly in 1H14. We expect enterprise vertical to remain largely steady, at least relative to the changes taking place… Read more →

AT&T CEO Randall Stephenson today affirmed his company’s interest in investing in Europe at “good value,” saying the regulatory environment precluded the company from making significant deals in the U.S. “We have pretty much written off that any kind of large-scale deal in our sector is going to get done,” he told an investor conference…. Read more →

Cisco Systems, the world’s largest supplier of Internet routers and switches, has struggled over the past year as slowing product sales and sliding data-center equipment prices hurt performance in its core business. The company has responded by diversifying its revenue base with more profitable software and services—yet tight corporate budgets and government cutbacks have made the… Read more →

The information packed 2013 ONS (April 15-17th in Santa Clara, CA) saturated my brain with volumes of SDN and Network Virtualization architectures, product pitches, trials, and use cases.  A multi-part series on this important conference will be published in the coming week at viodi.com.  This article will cover a few important announcements, take-aways and key… Read more →

France Telecom (FT)/Orange and Vodafone will invest up to up to 1 billion euros (=$1.3 billion) in the joint development of a fiber optic network in Spain, Vodafone-Spain’s Antonio Coimbra told Reuters on March 13th.  The Financial Times reports that Vodafone and FT/Orange plan to offer their own high speed broadband services to customers, in addition to… Read more →

ETSI successfully demonstrated the interoperability of products based on its new M2M standards at the recent ETSI Machine to Machine workshop held in France in October.   Five comprehensive demonstrations, organized by ETSI’s Technical Committee for Machine to Machine communications (TC M2M), showcased how the interoperability of standards-based solutions in M2M products is key to market success…. Read more →