Research Spotlight:

Distributed Intelligence and Enterprise Connectivity

The Distributed Intelligence and Enterprise Connectivity Research Spotlight provides access to all research related to this topic. This Spotlight includes:

  • All research outlined below
  • Any updates to the research six months from purchase
  • 60 minutes of analyst inquiry to speak to an analyst
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Included Research

Hyperscaler Strategies for Enterprise Connectivity
Hyperscaler Strategies for Enterprise Connectivity
 Research Report | 1Q 2023 | AN-5603
Table of Contents
 

1. Introduction

2. Takeaways and Recommendations

2.1 The Current Market
2.2 Hyperscaler Strategy
2.3 Ecosystem Partner Strategies
2.4 Enterprise

3. Understanding Modern, Cloud-Delivered Enterprise Connectivity

3.1 Overview
3.2 Benefits and Risks of Cloud-Delivered Enterprise Connectivity
3.3 Enterprise Connectivity Adoption Journey
3.4 Technology Trends in Enterprise Connectivity
3.5 What Do Enterprises Want?
3.6 How Should Vendors Respond?

4. How Are Hyperscalers Approaching This Market?

5. What Role Do Channel Partners Play?

5.1 Interconnection Providers
5.2 What Role Do Telcos Play in Hyperscaler Enterprise Connectivity?
5.3 Go-to-Market Strategy
5.4 Channel Partner Revenue/Cost Triangle

6. Market Evaluation

6.1 Where Do Other Actors Fit into the Enterprise Connectivity Landscape?
6.2 Hyperscaler Recommendations
6.3 Market Expectations
 
 
 
Critical Questions Answered
  • What do enterprises want to see from their connectivity solution?
  • What are the strategic priorities for hyperscalers, interconnection providers, and telco operators?
  • Who are the key channel partners in enterprise connectivity?
  • How can System Integrators (SIs) ease enterprise deployment?
  • What is the revenue/cost structure for channel partners?
Research Highlights
  • Assessment of competitive landscape with particular focus on services and strategy.
  • Detailed analysis of enterprise expectations and value drivers.
  • Granular breakdown of hyperscaler channel partners.
  • Evaluation and strategic recommendations for channel partners.
  • Enterprise connectivity 4-year market expectations.
full contents...
Market Data for Distributed and Edge Computing
Market Data for Distributed and Edge Computing
 Market Data | 1Q 2023 | MD-DEC-102
Datasets
  1. Global Edge Servers Shipments by Type
  2. Global Edge Servers Installed Base by Type
  3. Global Edge Servers Spending by Type
  4. Enterprise On-Premise Edge Servers Shipments
  5. Enterprise On-Premise Edge Servers Installed Base
  6. Enterprise On-Premise Edge Servers Spending
Tables
  1. Carrier-Deployed Edge Server Shipments by Region, World Markets: 2022 to 2027
  2. Carrier-Deployed Edge Server Installed Base by Region, World Markets: 2022 to 2027
  3. Carrier-Deployed Edge Server Spending by Region, World Markets: 2022 to 2027
  4. Carrier-Deployed Edge Server Shipments by Type, World Markets: 2022 to 2027
  5. Carrier-Deployed Edge Server Installed Base by Type, World Markets: 2022 to 2027
  6. Carrier-Deployed Edge Server Spending by Type, World Markets: 2022 to 2027
  7. Hyperscaler-Deployed Edge Server Shipments by Region, World Markets: 2022 to 2027
  8. Hyperscaler-Deployed Edge Server Installed Base by Region, World Markets: 2022 to 2027
  9. Hyperscaler-Deployed Edge Server Spending by Region, World Markets: 2022 to 2027
  10. Hyperscaler-Deployed Edge Server Shipments by Company, World Markets: 2022 to 2027
  11. Hyperscaler-Deployed Edge Server Installed Base by Company, World Markets: 2022 to 2027
  12. Hyperscaler-Deployed Edge Server Spending by Company, World Markets: 2022 to 2027
  13. Hyperscaler-Deployed Edge Server Shipments by Company, North America: 2022 to 2027
  14. Hyperscaler-Deployed Edge Server Installed Base by Company, North America: 2022 to 2027
  15. Hyperscaler-Deployed Edge Server Spending by Company, North America: 2022 to 2027
  16. Hyperscaler-Deployed Edge Server Shipments by Company, Latin America: 2022 to 2027
  17. Hyperscaler-Deployed Edge Server Installed Base by Company, Latin America: 2022 to 2027
  18. Hyperscaler-Deployed Edge Server Spending by Company, Latin America: 2022 to 2027
  19. Hyperscaler-Deployed Edge Server Shipments by Company, Europe: 2022 to 2027
  20. Hyperscaler-Deployed Edge Server Installed Base by Company, Europe: 2022 to 2027
  21. Hyperscaler-Deployed Edge Server Spending by Company, Europe: 2022 to 2027
  22. Hyperscaler-Deployed Edge Server Shipments by Company, China: 2022 to 2027
  23. Hyperscaler-Deployed Edge Server Installed Base by Company, China: 2022 to 2027
  24. Hyperscaler-Deployed Edge Server Spending by Company, China: 2022 to 2027
  25. Hyperscaler-Deployed Edge Server Shipments by Company, Asia-Pacific: 2022 to 2027
  26. Hyperscaler-Deployed Edge Server Installed Base by Company, Asia-Pacific: 2022 to 2027
  27. Hyperscaler-Deployed Edge Server Spending by Company, Asia-Pacific: 2022 to 2027
  28. Hyperscaler-Deployed Edge Server Shipments by Company, Middle East & Africa: 2022 to 2027
  29. Hyperscaler-Deployed Edge Server Installed Base by Company, Middle East & Africa: 2022 to 2027
  30. Hyperscaler-Deployed Edge Server Spending by Company, Middle East & Africa: 2022 to 2027
  31. Neutral Host-Deployed Edge Server Shipments by Region, World Markets: 2022 to 2027
  32. Neutral Host-Deployed Edge Server Installed Base by Region, World Markets: 2022 to 2027
  33. Neutral Host-Deployed Edge Server Spending by Region, World Markets: 2022 to 2027
  34. Enterprise On-Premises Edge Server Shipments by Region, World Markets: 2022 to 2027
  35. Enterprise On-Premises Edge Server Installed Base by Region, World Markets: 2022 to 2027
  36. Enterprise On-Premises Edge Servers Spending by Region, World Markets: 2022 to 2027
  37. Enterprise On-Premises Edge Server Shipments by Vertical, World Markets: 2022 to 2027
  38. Enterprise On-Premises Edge Server Installed Base by Vertical, World Markets: 2022 to 2027
  39. Enterprise On-Premises Edge Servers Spending by Vertical, World Markets: 2022 to 2027
  40. Enterprise On-Premises Edge Server Shipments by Vertical, North America: 2022 to 2027
  41. Enterprise On-Premises Edge Server Installed Base by Vertical, North America: 2022 to 2027
  42. Enterprise On-Premises Edge Servers Spending by Vertical, North America: 2022 to 2027
  43. Enterprise On-Premises Edge Server Shipments by Vertical, Latin America: 2022 to 2027
  44. Enterprise On-Premises Edge Server Installed Base by Vertical, Latin America: 2022 to 2027
  45. Enterprise On-Premises Edge Servers Spending by Vertical, Latin America: 2022 to 2027
  46. Enterprise On-Premises Edge Server Shipments by Vertical, Europe: 2022 to 2027
  47. Enterprise On-Premises Edge Server Installed Base by Vertical, Europe: 2022 to 2027
  48. Enterprise On-Premises Edge Servers Spending by Vertical, Europe: 2022 to 2027
  49. Enterprise On-Premises Edge Server Shipments by Vertical, China: 2022 to 2027
  50. Enterprise On-Premises Edge Server Installed Base by Vertical, China: 2022 to 2027
  51. Enterprise On-Premises Edge Servers Spending by Vertical, China: 2022 to 2027
  52. Enterprise On-Premises Edge Server Shipments by Vertical, Asia-Pacific: 2022 to 2027
  53. Enterprise On-Premises Edge Server Installed Base by Vertical, Asia-Pacific: 2022 to 2027
  54. Enterprise On-Premises Edge Servers Spending by Vertical, Asia-Pacific: 2022 to 2027
  55. Enterprise On-Premises Edge Server Shipments by Vertical, Middle East & Africa: 2022 to 2027
  56. Enterprise On-Premises Edge Server Installed Base by Vertical, Middle East & Africa: 2022 to 2027
  57. Enterprise On-Premises Edge Servers Spending by Vertical, Middle East & Africa: 2022 to 2027
  58. Total Edge Server Shipments by Region, World Markets: 2022 to 2027
  59. Total Edge Server Installed Base by Region, World Markets: 2022 to 2027
  60. Total Spending on Edge Servers by Region, World Markets: 2022 to 2027
  61. Total Edge Server Shipments by Deployment Type, World Markets: 2022 to 2027
  62. Total Edge Server Installed Base by Deployment Type, World Markets: 2022 to 2027
  63. Total Spending on Edge Servers by Deployment Type, World Markets: 2022 to 2027
Critical Questions Answered
  • How far have edge server deployments actually come since 2021?
  • How many edge servers will be deployed by carriers, hyperscalers, neutral hosts, and enterprises?
  • Which carriers and hyperscalers are most active in the edge market and where are they focusing?
  • Which enterprise verticals, and in which regions, will accelerate their deployment of edge servers?
  • What is the Total Addressable Market (TAM) for edge servers and how is this split by region and server deployment type?
Research Highlights
  • Global edge server TAM forecasts from 2022 to 2027, segmented by deployment type and region.
  • Granular breakdown of edge server shipments and installed base.
  • Enterprise on-premises deployed edge server installed base, shipments, and spending split across seven different verticals.
  • Breakout of China’s edge server deployment shipments, installed base, and spending in the wider Asia-Pacific region.
full contents...
Enterprise Opportunities in Network-as-a-Service Adoption
Enterprise Opportunities in Network-as-a-Service Adoption
 Research Report | 4Q 2022 | AN-5608
Table of Contents

1. INTRODUCTION

2. KEY TAKEAWAYS

2.1. ENTERPRISE
2.2. COMMUNICATION SERVICE PROVIDERS

3. WHAT IS ENTERPRISE NETWORK-AS-A-SERVICE?

3.1. NAAS SOLUTIONS
3.2. CRITICAL VALUE DRIVERS FOR ENTERPRISE NAAS

4. WHERE DOES NAAS FIT INTO THE ENTERPRISE NETWORK STRATEGY?

4.1. WHAT DOES AN ENTERPRISE NETWORK STRATEGY CONSIST OF?
4.2. WHAT FACTORS DETERMINE A ENTERPRISE NETWORKING STRATEGY?
4.3. DIVING DEEPER INTO NAAS? ENTERPRISE VALUE PROPOSITION

5. ASSESSING ENTERPRISE NAAS OPPORTUNITY BY VERTICAL AND SIZE

5.1. ENTERPRISE OPPORTUNITY BY SIZE
5.2. ENTERPRISE OPPORTUNITY BY VERTICAL

6. EMERGING CONSUMER OPPORTUNITY

7. CSP STRATEGIC RECOMMENDATIONS

7.1. HOW CAN VENDORS SUPPORT AND CONVEY NAAS? VALUE PROPOSITION?
7.2. CSP GTM RECOMMENDATIONS
7.3. WHAT CONSUMPTION MODEL SHOULD CSPS FOLLOW?

8. CONCLUSIONS

Critical Questions Answered
  • Where should Communication Service Providers (CSPs) put their time and money to improve NaaS’ value proposition?
  • Which enterprise verticals will be early NaaS adopters?
  • Where does NaaS sit within enterprise digital transformation?
  • What is consumer NaaS and how should CSPs develop their consumer strategy?
Research Highlights
  • Breakdown of enterprise NaaS opportunity by vertical and size.
  • Definition and evaluation of consumer NaaS opportunity.
  • Go-to-market and investment recommendation for NaaS providers.
full contents...
Distributed Computing-Centric Telecommunications: Ecosystem Opportunities and Challenges
Distributed Computing-Centric Telecommunications: Ecosystem Opportunities and Challenges
 Presentation | 4Q 2022 | PT-2485
Table of Contents

Overview

Opportunities & Challenges for Telcos in Distributed Computing

5G Standalone

Network Edge 

Stakeholder Opportunities & Challenges

System Integrators

IT Vendors

Application Developers

Equipment Vendors

Interconnection Providers

Hyperscalers

Cross-Stakeholder Opportunities & Challenges

Final Remarks and Further Recommendations

Critical Questions Answered
  • How can telecoms operators and carriers capture value from their network infrastructure footprint?
  • Where do the network edge and cloud fit into a successful 5G commercialization model?
  • How can stakeholders drive network “consumability” with partnerships and heavy investment?
  • Which stakeholders are in the best position to profit from distributed compute-centric telecommunications?
  • What is the state of 5G Standalone (SA) and network edge deployment?
Research Highlights
  • Breakdown of opportunities and challenges for each stakeholder within the distributed compute ecosystem.
  • Overview of 5G SA and network edge buildout.
  • In-depth evaluation of telco-hyperscaler partnerships.
  • Breakdown of network edge technology stack and vertical value proposition.
  • 5G edge market opportunity for stakeholders split by key verticals.
full contents...
Distributed and Edge Computing Server Shipments and Spending
Distributed and Edge Computing Server Shipments and Spending
 Market Data | 1Q 2022 | MD-DEC-101
Datasets
  1. Distributed and Edge Computing Spending
Tables
  1. Carrier-Deployed Edge Server Shipments by Region, World Markets: 2022 to 2030
  2. Carrier-Deployed Edge Server Installed Base by Region, World Markets: 2021 to 2030
  3. Carrier-Deployed Edge Server Spending by Region, World Markets: 2022 to 2030
  4. Hyperscaler-Deployed Edge Server Shipments by Region, World Markets: 2022 to 2030
  5. Hyperscaler-Deployed Edge Server Installed Base by Region, World Markets: 2021 to 2030
  6. Hyperscaler-Deployed Edge Server Spending by Region, World Markets: 2022 to 2030
  7. Neutral Host-Deployed Edge Server Shipments by Region, World Markets: 2022 to 2030
  8. Neutral Host-Deployed Edge Server Installed Base by Region, World Markets: 2021 to 2030
  9. Neutral Host-Deployed EdgeServer Spending by Region, World Markets: 2022 to 2030
  10. Enterprise On-Premises Edge Server Shipments by Region, World Markets: 2022 to 2030
  11. Enterprise On-Premises Edge Server Installed Base by Region, World Markets: 2022 to 2030
  12. Enterprise On-Premises Edge Servers Spending by Region, World Markets: 2022 to 2030
  13. Enterprise On-Premises Edge Server Installed Base by Vertical, North America: 2021 to 2030
  14. Enterprise On-Premises Edge Server Shipments by Vertical, North America: 2022 to 2030
  15. Enterprise On-Premises Edge Servers Spending by Vertical, North America: 2022 to 2030
  16. Enterprise On-Premises Edge Server Installed Base by Vertical, Latin America: 2022 to 2030
  17. Enterprise On-Premises Edge Server Shipments by Vertical, Latin America: 2022 to 2030
  18. Enterprise On-Premises Edge Servers Spending by Vertical, Latin America: 2022 to 2030
  19. Enterprise On-Premises Edge Server Installed Base by Vertical, Europe: 2021 to 2030
  20. Enterprise On-Premises Edge Server Shipments by Vertical, Europe: 2022 to 2030
  21. Enterprise On-Premises Edge Servers Spending by Vertical, Europe: 2022 to 2030
  22. Enterprise On-Premises Edge Server Installed Base by Vertical, Asia-Pacific (incuding China): 2021 to 2030
  23. Enterprise On-Premises Edge Server Shipments by Vertical, Asia-Pacific (incuding China): 2022 to 2030
  24. Enterprise On-Premises Edge Servers Spending by Vertical, Asia-Pacific (incuding China): 2022 to 2030
  25. Enterprise On-Premises Edge Server Installed Base by Vertical, Middle East & Africa: 2021 to 2030
  26. Enterprise On-Premises Edge Server Shipments by Vertical, Middle East & Africa: 2022 to 2030
  27. Enterprise On-Premises Edge Servers Spending by Vertical, Middle East & Africa: 2022 to 2030
  28. Total Spending on Edge Servers by Region, World Markets: 2022 to 2030
  29. Total Spending on Edge Servers by Deployment Type, World Markets: 2022 to 2030
Critical Questions Answered
  • What quantity of edge server shipments will be made to Hyperscalers, Neutral Hosts, Carriers and enterprises for deployment?
  • Where and when will edge server shipments be made?
  • What is the total spend by region or deployment method on servers for deployment to edge solutions?
  • What areas will see growth in edge server shipments and at what rates will that growth take place?
Research Highlights
  • Report dashboard allows for the presentation of results to be cut for easy digestion.
  • Results are segmented by solution deployment method.
  • Results are further segmented by global regions.
  • Tabular and graphical break down that details the results of comprehensive research into edge server shipments.
full contents...
NVIDIA Announces a Partnership with SoftBank—a Much Needed Boost for Distributed Computing
NVIDIA Announces a Partnership with SoftBank—a Much Needed Boost for Distributed Computing
 Insight | 2Q 2023 | IN-6968
This ABI Insight analyzes the recent partnership announcements between NVIDIA and SoftBank, providing actionable recommendations for the industry that follow from this partnership announcement.
What Is Communication Platform-as-a-Service (CPaaS) and How Does it Lay the Foundation for Operator Network-as-a-Service (NaaS) Transformation?
What Is Communication Platform-as-a-Service (CPaaS) and How Does it Lay the Foundation for Operator Network-as-a-Service (NaaS) Transformation?
 Insight | 2Q 2023 | IN-6895
GSMA’s big Open Gateway announcement at MWC shows a renewed trust in Application Programming Interfaces (APIs) for the commercialization of the network. Operators are once again seeing opportunities in deploying Communication Platform-as-a-Service (CPaaS) more than 10 years after it first emerged. CPaaS is a cloud-based platform that provides developers with API-based tools to integrate communication features into their applications. But how does CPaaS help operators move toward their eventual digitalization goal of Network-as-a-Service (NaaS)?
Operator ‘Network-as-a-Service’ Hopes Requires a Re-Think of the User Plane Function
Operator ‘Network-as-a-Service’ Hopes Requires a Re-Think of the User Plane Function
Insight | 1Q 2023 | IN-6884
Since the early 5G, pushing the User Plane Function (UPF) closer to the edge has been widely discussed. However, market activity and implementation has not yet followed. MWC 2023 focus on edge applications and cloud-delivered network services seems to have changed this direction. Announcements and conversations showed a renewed focus on the location and role of the UPF—but how can operators use the UPF more effectively to improve 5G network economics?
Focus on Developer Experience Should Support Network Revenue Generation and a Shift towards “Network-as-a-Service” for Operators and Hyper Scalers
Focus on Developer Experience Should Support Network Revenue Generation and a Shift towards “Network-as-a-Service” for Operators and Hyper Scalers
 Insight | 1Q 2023 | IN-6878
The age-old question is how can telcos use distributed computing to effectively commercialize their network infrastructure. A waterfall of announcements at MWC may signal a changing approach through which telcos are recognizing the significance of application developer experience to pursing a commercially successful Network-as-a-Service (NaaS) strategy.
How Can Hyperscalers Differentiate Cloud Services Through Their Enterprise Connectivity Strategy?
How Can Hyperscalers Differentiate Cloud Services Through Their Enterprise Connectivity Strategy?
Insight | 1Q 2023 | IN-6857
Enterprise connectivity plays a critical role in hyperscaler public cloud strategy. It enables the high speed and reliable connectivity required to support cloud-based workloads. In an increasingly concentrated public cloud market, hyperscalers must double down on enterprise connectivity, especially in the middle mile (transport network), to drive differentiation. But where should hyperscalers focus their time and effort?
Huawei Cloud Offers a Differentiated Partner for Telco Transformation, but Geographic Boundaries Remain Challenging
Huawei Cloud Offers a Differentiated Partner for Telco Transformation, but Geographic Boundaries Remain Challenging
 Insight | 1Q 2023 | IN-6814
For telcos to avoid falling further behind digital service providers, they must pursue more effective cloud transformation strategies to support network infrastructure monetization. But challenges abound, especially given their lack of cloud expertise. Operators must partner effectively with public cloud providers to bridge infrastructure and knowledge gaps. So far, these partnerships have been dominated by U.S. heavyweights (Amazon Web Services (AWS), Azure, and Google Cloud Platform (GCP)), but Huawei Cloud could offer telcos a strongly differentiated proposition given its deep telecoms expertise and infrastructural dominance in emerging regions.
Making the Case for Deeper Partnerships between Neutral Host Providers and Communication Service Providers to Support Network-as-a-Service Deployments
Making the Case for Deeper Partnerships between Neutral Host Providers and Communication Service Providers to Support Network-as-a-Service Deployments
 Insight | 1Q 2023 | IN-6792
Communication Service Providers (CSPs) are looking to drive monetization of their underlying network infrastructure by climbing the digital value chain and deploying Network-as-a-Service (NaaS) solutions. Achieving this requires agility and flexibility across the business and operating models—from underlying infrastructure through Over-the-Top (OTT) services and back-office processes. The key to effective and efficient transformation will be deepening partnerships between CSPs and neutral hosts, as they can provide vital infrastructure and expertise.
Ecosystem Partnerships Will Help Soothe Some Enterprise Network-as-a-Service Concerns, But Financial Risk Still Looms Large
Ecosystem Partnerships Will Help Soothe Some Enterprise Network-as-a-Service Concerns, But Financial Risk Still Looms Large
 Insight | 4Q 2022 | IN-6781
The Network-as-a-Service (NaaS) market remains largely nascent. Enterprises remain skeptical about transitioning to a flexible network consumption model, citing substantial financial and operational uncertainties. Communication Service Providers (CSPs) must look to soothe these worries through their ‘go-to-market’ and innovation strategy. Ecosystem partnerships are an important part of this, but more still needs to be done to address profound financial concerns.