We attended Mobile World Congress Americas (MWCa) in Los Angeles, CA this week, as well as the AT&T Spark event in San Francisco. Since 5G is launching first the US, these two events became the public events where significant 5G-related announcements happened.
Additionally, discussions about spectrum in the US market were very active discussions. Some points we picked up on:
Ericsson and Cisco representatives provided an upbeat presentation about the corporate partnership, offered some customer success metrics and discussed some new initiatives. The teams held back from providing concrete measures of progress such as revenues. Our judgement is that since each is continuing to make joint offerings, the relationship is moving ahead.
Customer engagement progress was characterized at 100+ deals and 300+ engagements.
It is interesting to figure out what each of the two parties deliver to customers. The way the two companies characterize what each is good at and what each delivers to customers is quite similar to the way it was characterized at the previous year's MWC 2016 presentation - with one possible exception: Each of the spokespersons said that customers are using the Ericsson wireless packet core (Cisco also sells wireless packet core).
Roles and Responsibilities. Generally, the teams still see the roles and responsibilities split up as follows:
Given how strategic the NFV landscape is for the future of the telecom industry, we were interested in each company's participation in NFV Orchestration. The partners say the way they split up the orchestration between each other would typically be as follows: Cisco's NSO is used typically in managing the network and resources (Cisco claims it wins big here). Ericsson's transport-oriented NFV is typically used. And then Ericsson's orchestration system manages both Cisco's and Ericsson's lower level management systems.
Some wins discussed:
As we explained earlier, the partners discussed new three initiatives discussed for the future: