EPC

Microsoft Acquires Telecom Core Specialist Affirmed Networks

Microsoft announced that it had acquired privately-held Affirmed Networks today.  This isn’t the first software/services based telecom acquisition it has made, with the 2011 acquisition of Skype being the most prominent one.  Other competitors to Microsoft have made forays into the telecom market, including Facebook’s 2014 purchase of WhatsApp, Oracle’s 2013… Read More »Microsoft Acquires Telecom Core Specialist Affirmed Networks

Ribbon Perspectives 2019 Conference UPdate – Transitioning to Analytics & Data Markets

The main message of Ribbon keynotes was that Ribbon has moved from a voice and SBC focus to a broader scope including data and analytics, such as UCaaS, Security-as-a-Service, Service Assurance-as-a-Service, SIP Trunking-as-a-Service, SD-WAN, and analytics.  The company identified two major catalysts to the change in company scope: the August… Read More »Ribbon Perspectives 2019 Conference UPdate – Transitioning to Analytics & Data Markets

Nokia Analyst Meeting UPdate; A Focus on Enterprise

​Our big takeaway from its recent global analyst meeting was that Nokia is formalizing its enterprise business.  Of course, the company’s primary business, which focuses on telecom service providers, is undergoing major product updates, including towards 5G, Fixed Wireless Access and towards network slicing.  We have published about these topics… Read More »Nokia Analyst Meeting UPdate; A Focus on Enterprise

Our take on Mavenir, new entrant to Radio Access Network (RAN) market

​At Mavenir’s analyst meeting in Dallas today, the company stated that it expects to grow its revenues about 10% Y/Y in 2018.  In arriving at this revenue, it is pursuing a price-aggressor strategy to some extent and has a surprisingly broad portfolio of telecom-focused products.  Its product line is software-oriented,… Read More »Our take on Mavenir, new entrant to Radio Access Network (RAN) market