Dell'Oro Group | July 18, 2022
According to a newly published forecast report by Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and data center industries, industry headwinds are expected to decrease Mobile Core Network (MCN) market growth. Worldwide MCN 5-year growth is now forecasted at a 2 percent compounded annual growth rate (CAGR), compared to our January 2022 forecast of 3 percent CAGR.
"The July 2022 forecast is more conservative than the January 2022 forecast due to industry headwinds, including supply chain challenges, higher inflation, an impending recession, Mobile Network Operators' (MNO) challenges to increase revenues, and regional political conflicts, As a result, we reduced the 2022 to 2026 cumulative revenue forecast by 6 percent, decreasing revenues by $3.2 B. The July 2022 cumulative revenue forecast (2022-2026) is now $50.3 B resulting in a 2 percent CAGR.
Dave Bolan, Research Director at Dell'Oro Group
"We are tracking the number of 5G Standalone (5G SA) MBB networks that have been launched commercially by MNOs. In the first half of 2022, only three new 5G SA networks were launched, KDDI in Japan, DISH Wireless in the US, and China Broadnet in China bringing the total deployed around the world to 27 MNO 5G SA MBB networks," Bolan added.
Additional highlights from the MCN 5-Year July 2022 Forecast report:
Year-over-year (Y/Y) MCN revenue growth rates for each year in the forecast are positive but will decrease each year; by 2026, Y/Y revenues will be essentially flat.
MCN market CAGR forecast by industry segments we expect 5G MCN to be 21 percent, 4G MCN -20 percent, IMS Core 2 percent, and the User Plane Function (UPF) required for Multi-access Edge Computing (MEC) 67 percent.
The North America and China regions are expected to have the lowest CAGRs, while Europe, Middle East, and Africa (EMEA), and Asia Pacific without China regions are expected to have the highest CAGRs.
About the Report
Dell'Oro Group's Mobile Core Network & Multi-Access Edge Computing 5-Year January Forecast Report offers a complete overview of the market for Wireless Packet Core including MEC for the User Plane Function, Policy, Subscriber Data Management, and IMS Core with historical data, where applicable, to the present. The report provides a comprehensive overview of market trends by network function implementation (Non-NFV and NFV), covering revenue, licenses, average selling price, and regional forecasts for various network functions. To learn more about this report, please contact us at email@example.com.
About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, enterprise networks, data center infrastructure, and network security markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions.
APPLICATION INFRASTRUCTURE,IT SYSTEMS MANAGEMENT
A10 Networks | August 22, 2022
Incedo Inc., a global digital transformation consulting and technology solutions firm and A10 Networks, a US-based company providing global infrastructure and cybersecurity solutions to service providers and Enterprises are stepping up their partnership to accelerate innovation and new product introduction.
The Global Delivery Center (GDC) at Pune, which was set up in 2020 as part of a strategic initiative to streamline global operations and accelerate innovation, is now fully operational and provides a foundation to accelerate Incedo's roadmaps.
In order to scale the GDC, Incedo will be hiring deep technology talent with niche skills to expand this state-of-the-art innovation center. This partnership opens a host of opportunities for the technology talent in and around the Pune region, to work on the industry's award-winning cybersecurity and infrastructure products in the multi-cloud security and AI/ML DDoS protection segments.
This state-of-the-art GDC, acts as an innovation hub and an extension of the A10 San Jose center, leveraging Incedo's deep expertise in Product Engineering, Business Operations, and digital technologies. Incedo's R&D team has been set up to jointly accelerate cloud transformation and introduce cutting-edge, next-generation products for A10.
"A10 Networks has been built upon a very strong technology foundation over 10 years with 8,000+ global customers who trust us for high-performing network infrastructure. As the need for cybersecurity continues to grow around the world, we are well positioned to provide next-generation solutions to our customers to build and protect their systems. In response, we have recently increased investments to address more customer problems and also accelerated cutting-edge cybersecurity solutions that are being used by global leaders in cloud, service providers and Enterprises. Our partnership with Incedo has been critical in accelerating our roadmap alongside our team in San Jose and our presence in Pune has helped us to access a strong talent base."
Dhrupad Trivedi, President and CEO of A10 Networks
"Our partnership with A10 Networks is a testimony to our mission of building long term partnerships with our clients and delivering transformational business impact by leveraging data and digital technologies. The pandemic has accelerated the pace of digital transformation, and as we move beyond crisis mode, organizations are now laser-focused on digital resilience and cybersecurity to shore up their defenses. A10 Networks' top priority is to innovate and empower their customers with advanced security strategies, as well as secure and accessible digital experiences, to address the challenges of this ever-changing digital world. Incedo with its deep expertise in Product Engineering, Business Operations, digital technologies and cyber security is uniquely positioned and committed to accelerate innovation and new product introduction for A10 networks and help them achieve their business priorities and take our partnership to the next level," said Nitin Seth, CEO of Incedo Inc.
About A10 Networks
A10 Networks provides secure application services for on-premises, multi-cloud, and edge-cloud environments at hyperscale. Our mission is to enable service providers and enterprises to deliver business-critical applications that are secure, available, and efficient for multi-cloud transformation and 5G readiness. We deliver better business outcomes that support investment protection, new business models and help future-proof infrastructures, empowering our customers to provide the most secure and available digital experience. Founded in 2004, A10 Networks is based in San Jose, California and serves customers globally. For more information, visit www.a10networks.com.
Incedo is a digital transformation expert empowering companies to realize sustainable business impact from their digital investments. We help clients win in the digital age with our integrated services and platforms that connect strategy and execution, are built on the foundation of design, AI, data, and strong product engineering capabilities blended with our deep domain expertise from digital natives.
HYPER-CONVERGED INFRASTRUCTURE,APPLICATION INFRASTRUCTURE
Global Cloud Xchange | September 06, 2022
Global Cloud Xchange today announces the completion of 3i Infrastructure plc’s (“3i Infrastructure”) $512m investment to acquire a 100% stake in GCX, a leading global data communications service provider and owner of the world’s largest private subsea fiber optic networks. The transaction closed with the help from advisors, Moelis & Company, and following receipt of all required regulatory approvals.
GCX provides high-bandwidth connectivity and global managed network services including managed ICT, cyber security, and UCaaS solutions, to a range of blue-chip customers inclusive of hyperscalers, telecommunications operators, new media providers and enterprises throughout the world. Its 66,000km of cables span 46 countries from North America to Asia, with a particularly strong position on the Europe-Asia and Intra-Asia routes. 3i Infrastructure is partnering with GCX’s management team to invest in a leading platform for the sector, with the goal to increase the utilized capacity on GCX’s existing routes as well as to add new routes, services and customers.
During this period, global data traffic demand growth continues to exceed 25 percent per annum. At the same time, increasing demand for digital transformation is driving demand for global managed network services, with growth estimates approaching 10 percent per year. 3i’s acquisition of GCX will enable additional strategic investment in systems and services to create future value for customers. In July, GCX announced strong cash flow and steady linear growth, supporting increasing needs for fiber optic interconnectivity in both established hubs and emerging markets across its world-leading privately owned submarine networks.
“With 3i Infrastructure’s backing, GCX is well-positioned to support global growth and customer needs in key markets, including connectivity to India, across the Middle East, and enhanced managed services opportunities across Europe. “Our global teams continue to create innovative solutions to help customers grow with us.”
Carl Grivner, GCX CEO
GCX enables new media providers, telecom carriers and enterprises to leverage growth opportunities and improve resilience through strategic subsea network capacity and diverse route offerings in high growth markets. The company’s network capabilities are supported by a team of industry experts providing consultative solutions, managed ICT, cyber security, and UCaaS services to some of the world’s most notable brands.
“GCX represents a great addition to the 3i Infrastructure portfolio,” said Scott Moseley, 3i Managing Partner and Co-Head of European Infrastructure. “The company holds a valuable leadership position in an attractive and growing sector and we look forward to working with Carl Grivner and his experienced management team to continue GCX’s growth.”
About Global Cloud Xchange
GCX Holdings Limited (Bermuda), operating as Global Cloud Xchange (GCX), offers network services that power digital transformation for enterprises, new media providers, and telecoms carriers. We cover all aspects of cloud-centric connectivity from managed SD-WAN and hybrid networks, to direct Cloud connections and 100 Gbps+ waves. With a pedigree going back 30+ years, GCX are experts in providing connectivity throughout Europe, Middle East, Asia and North America via the vast GCX subsea network (the world’s largest private submarine cable network), with extensions available into more than 200 countries worldwide.