“This Industry Will Be Won & Lost In the Next Three Years”
John Chambers on Light Reading.
Many of you will have noticed the recent partnership between Ericsson and Cisco. You will probably have noticed that they’re talking of partnership rather than merger due to the speed in which they can move. As they rightly point out, a merger could take years to play out, years that will see massive changes in the industries they operate in.
There seems to be some great alignments, with Ericsson bringing a pedigree of mobility, services to tier-1 CSPs (including OSS), whilst Cisco delivers strength in IP and enterprise. Both naturally are investing heavily in trying to corner the virtualised networking market, but are arguably trailing the likes of HP and Nokia / Alcatel. Cisco / Ericsson also have their own analytics solutions, so I’ll be interested to see which offering wins out in the partnership
Some of the concepts behind the partnership align closely with discussions here on PAOSS.
- We will see more partnerships in line with John Reilly’s value fabric
- Mobility playing an increasing part in comms service offerings
- The need to deliver OSS that can operationalise network virtualisation
- And to borrow from John Chambers’ comment, the massive changes to the communications landscape that will impact and mould the industry over the next 3+ years