2017 Corporate Overview

Transcription

1 ACG RESEARCH 2017 Corporate Overview

2 Table of Contents 1. About ACG Research: Company Overview 2. Research Coverage 3. Services Offered 5. Research Usage Policy 6. Contact Information 7. Backup Slides 2

3 About ACG Research ACG Research is an analyst/consulting firm that focuses in three areas: quantitative market analysis, economic and business case analysis, and advisory and consulting services in the service provider networking and information technology industries worldwide. We are laser focused on developments in the Service Provider Space. Quantitative Market Analysis Market Shares Forecasts by Category + Use Case Emerging Market Profiles Custom Data Cuts Economic + Business Case Analysis TCO/ROI Studies Opportunity Analysis + Ranking Competitive Landscape Analysis Online + Interactive Tools Development Custom Consulting Services Workshops Executive Meetings Speeches Webinars Whitepapers Videos Surveys 3

4 Working with Top SPs & Vendors Service Providers Investment Analysts Vendors Bank of America Citibank Cowen Group Deutsche Bank Dougherty Markets Janney Group Wells Fargo 4

5 Areas of Expertise IP/MPLS Networking Carrier Ethernet Networking Optical Transport Networking Data Center Infrastructure (Servers, Storage, Networking) Data Center Interconnect Mobile Network Infrastructures (Packet Core, Gi LAN, RAN, Front Haul/Back Haul/Any Haul Transport) SP Business + Managed Network Services SP Video Infrastructures, Platforms + Services Internet of Things (IoT) Platforms, Sector Applications, Service Provider Offerings SDN in Data Center and Multi-Layer Transport Networks NFV in Service Provider Use Cases and Network Infrastructures Service Orchestration in Operators Cloud, DC and Network Deployments Service Provider Capex Analysis and Outlook Index of Vendors Financial Risk SP Networks Capacity Index TCO, RoI and Time to Revenue Modeling Portfolio Strategy Options Analysis and Rankings Technology Inflection Points Mapping and Analysis Network Visibility & Analytics for Operational Intelligence 5

6 ACG s Agile Service Delivery Framework Service Orchestration and Management IoT XaaS Media Social Comm VNFs Virtual Infrastructures Physical Infrastructures A n a l y t i c s S e c u r i t y T C O / R O I Service providers are transforming themselves into agile suppliers of a rapidly expanding array of intelligent and ubiquitously accessible applications To deliver them successfully they are transforming the systems they rely on from being closed and relatively cumbersome solutions to being an order of magnitude more flexible, open and programmable to support the pace of innovation and efficiency in operations they require 6

7 Intelligent Networking Orchestration, Control, Management Packet Optical Data Center Interconnect Transport/ML-SDN NFV Fixed-Line Services Optical Networks LH DWDM Metro DWDM POTS Legacy Optical DCI LH vs. Metro Chassis vs. SFF Packet DCI Switches Routers Layer 0-3 ML-SDN Edge Metro Core PCE Control Orchestration Business Services VNFs Svc. Mgmnt. Svc. Chaining Virtual Router vcpe OLS $ Billion markets, rapid growth and major network transformation! 7

8 Carrier Router & Switching ACG Research provides an analysis of the carrier routing and switching market and the opportunities and challenges facing service providers. We compare technology solutions of major network equipment providers as well as assess the issues related to architecture road maps, network convergence, service creation, and technology strategic directions to provide insight on next-generation routing and switching and align them with business initiatives. 8

9 Cloud & Virtual System Infrastructures Researching, charting & predicting operators journey to the cloud Data Center Physical & Virtual Infrastructures Data Center SDN Cloud-Based NFV Orchestration & Service Management Data Center Systems Servers Networks Storage Virtual computing Virtual networks Automation Data Center SDN Controllers Control apps Overlay virtual networks Underlay physical networks Cloud-Based NFV Multi-tenant cloud Web-scale apps Distributed pods VNFs in cloudbased services Orchestration + Service Management DevOps Catalogues Templates Life Cycle Mgt Real-time Control Policy-driven Transformation to cloud & virtual infrastructures, $ billions capex, opex & RoI at stake 9

10 Intelligent Wireless Networking Wireless Infrastructure NFV/vGiLAN VoWiFi/WiFi Calling 5G/IoT Wireless Networks Mobile Backhaul Edge Routing Packet Core MPC/EPC Small Cells OLS Virtualization VNF Development Use Cases vgilan Network Elements Roadmap Key Enablers VoWiFi Spectrum Savings epdg Policy Virtualization Timing/Sizing IMS/Services 5G & IoT 5G Readiness Index High Frequency Technologies Tech Roadmap IoT Use Cases Business Value $ Billion markets, reveal opportunities and value within major network transformation! 10

11 Visibility & Analytics for Operational Intelligence Network Visibility & Analytics for Operational Intelligence combines business and technical insights, based on extensive networking and telecom industry experience, to help clients achieve their business objectives through primary market research, in-depth analysis and custom consulting. The practice is focused on service provider use cases involving the application of advanced visibility technologies and Big Data analytics for actionable insights across a wide array of critical operational functions: Troubleshooting & forensics Network, workload & application monitoring Traffic engineering & network optimization Packet flow visibility for security tools DDoS detection & mitigation Behavioral analytics for cyber security End-to-end service assurance Automated service orchestration Customer experience management 11

12 Service Provider Video Higher network utilization Changing customer expectations Emerging competitors Service provider Imperatives Agile service creation and delivery Network capacity expansion NFV New delivery models, e.g. OTT, cloud Wireless / pervasive WIFI UHD 12

13 Reports Development Cadence: Quarterly Market Analysis Reports (Repeats Every Quarter) Day 1 Month 1 Most Public Companies Report ACG Assimilates Reported Results Into Research Data Bases Day 1 Month 2 ACG Holds Detail Briefings With Companies By Syndication ACG Develops + Delivers Quarterly Market Analysis Reports CRS Vendor Financial Index Optical Day 1 Month 3 Mobile Small Cells, WiFi Video DCI SDN Final Day Month 3 January 1 April 1 July 1 October 1 December

14 Reports Development Cadence: Twice Annual WW Market Forecasts (Done for Each Track In Q1 &Q3) Day 1 Month 1 Most Public Companies Report Annual + Last Quarter Results ACG Assimilates Reported Results Into Research Data Bases Day 1 Month 2 ACG Holds Detail Briefings With Companies By Syndication ACG Develops + Delivers Bi-Annual Forecast + Prior Quarter Analysis Reports CRS Optical Day 1 Month 3 Mobile Small Cells, WiFi Video DCI SDN Final Day Month 3 Q1 Q3 January 1 April 1 July 1 October 1 December

15 Business Case Analyses Business Write-Up Model Development Webinars/Speeches Interactive Dashboards Infographics PDF & PPT that discuss PMO and all of the challenges and how FMO features map to economic value. ACG works with clients on the present mode of operation and creates an Excel model that is credible in the industry. ACG will do webinars and speeches to potential customers or train sales team on how to leverage the business case around the world. ACG will develop an online interactive dashboard in either Excel or web. ACG will develop a state of the art infographics in pdf or the web. 15

16 The New Service Delivery Network Software defined Flexible VMs & containers On-premises, Data Center or hybrid Continuous Analytics Big Data Data Driven Agile More new services Customization Rapid response Multi-domain Hiearichical Centralized topology views Automated DevOps Iterative Continuous Collaborative w. customers The new software-driven infrastructure: collaborative, flexible & pervasively automated 16

17 Forces Driving the Service Provider Market The Rise of Open Source HW/SW Network Disaggregation (for ex., CORD) Flat Revenue/Increasing OPEX Increasing Use of Automation SDN + NFV Evolution Growing Bandwidth (4k, VR, 5G) Changing Customer Expectations 17

18 Virtual Network Infrastructures: An Evolving Topology of Stacks Control Control Control Control Control Control Control Control Control Control Control Control Wireline Service Delivery Node Fiber, Copper, Cable Business, Residential Service Orchestration and Management VNFs Virtual Infrastructures Physical Infrastructures Service Orchestration and Management Service Orchestration and Management VNFs VNFs Virtual Infrastructures Data Center Macro Cell, Small Cell, WiFi Consumer, Business Virtual Infrastructures Physical Infrastructures Physical Infrastructures Wireless Service Delivery Node 18

19 ACG Briefcase Market Research Business Strategy + Planning Architecture + Economic Analysis GTM Initiatives + Content Financial Market Insights 19

20 Briefcase Concept SELLING TODAY S PRODUCT Launch Support Sales Enablement Competitors: Identification HotSeat & Innovation Video Webinars/Webcase Pricing Sales Enablement White Papers/Documentation Business Value Proposition TCO Modeling Tool TCO White Paper: Modeling Framework Key Outputs Sensitivity Analysis Web GUI MOI Analysis Customer Case Studies Sales Training Strategic Decision Mapping and Sales Insertion Points Decision Maker Specific Messaging 20

21 Briefcase Concept DETERMINING TOMORROW S PRODUCTS Strategy Creation E2E Architecture Strategic Services Product and Technology Strategy Creation & Assessments Ecosystem/Value Chain Analyst and Development Long--Term Vision Creation Vision/Roadmap Integration Strategic Messaging CxO business Drivers Mapped to Technical Requirements International Standards Participation Strategies Regulatory Positioning Support Emerging Threat Assessment 3 Year Architecture Evolution: E2E Architecture Overview Functional Block Diagram Vendor Product Positioning Vendor Gaps Vendor Desired Future State Competitive Analysis: Technical Benchmarking Use Cases: Technical Description Business Benefits (ROI) 21

22 Briefcase Concept MARKET RESEARCH Quantitative Analysis Qualitative Analysis Market Size Three-Year Forecasts Vendor TAM New Service Market Trends & Dynamics Value Chain Vendor Positioning Impacts for Vendor 22

23 Samples from Recent Projects: Digital Transformation Playbook for Service Providers 23

24 Recent Project Sample: Orchestrating Dynamic Enterprise Services 24

25 Recent Project Sample: Economic Analysis, Advantages of Open Architectures in NFV Deployments 25

26 Recent Project Sample: Business Case Analysis, TCO Advantages of Virtualizing the Mobile Packet Core 26

27 Analysts Biographies Analyst: Dr. Ray Mota brings a talent for complex technical and critical thinking and provides strategic direction, sharp analysis, and expert advice on networking issues, specializing in design, implementation, and troubleshooting. Prior to founding ACG Research Dr. Mota worked for Aberdeen Group, ManageAll, Micros-To-Mainframes, Advanced Technology Group, Eastman Kodak and the IRS. As a CTO, he designed, implemented and supported complex trading floor systems and large WAN Frame Relay and ATM networks. He also provided training on Sniffer, HP Advisor protocol analysis tools, and MPLS architectures. Ray has also developed cloud applications and has a software patent attributed to him. Routinely called upon to speak as a guest lecturer throughout the country, Ray is recognized as an expert in topics relating to networks, managed services, cloud computing, operational efficiency, and business modeling. He has been the keynote speaker for the top cloud, channel, Wall Street, telecom event around the world. His commentaries and analyses have been published in The Wall Street Journal, Washington Post, Bloomberg, Telecom Magazine, MSNBC, CNN Money, Forbes, Fortune, Businessweek, NY Times, SF Chronicle and other industry publications. 27

28 Analysts Biographies Analyst: Tim Doiron is principal analyst for ACG s Intelligent Transport Networking practice, which includes Packet Optical Transport solutions, Data Center Interconnect, Transport/Multi-Layer SDN and fixed-line NFV. Doiron was most recently vice president, product management for Coriant s Data line of business. Doiron has more than 25 years of telecommunications industry experience. In addition to previous general manager, product planning and product management posts at Tellabs, Doiron has held a variety of leadership positions in software engineering, product management, business development and marketing at ARRIS, Cadant, Ericsson, and Southwestern Bell Wireless. Doiron began his career as an engineer in the avionics labs at Boeing. He holds a Bachelor of Science degree in electrical engineering from Southern Illinois University, a Master of Science in electrical engineering from Virginia Polytechnic Institute and State University and a Master of Business Administration from Webster University. Doiron also holds seven U.S. patents and is a member of IEEE and OSA. Tim is also an active member of the Electrical and Computer Engineering Industrial Advisory Board at Southern Illinois University. 28

29 Analysts Biographies Analyst: Paul Parker-Johnson (PJ) leads ACG s cloud computing and data center virtualization market research and consulting practice. His work examines market sizes, innovations and trends in cloud computing, service delivery platforms, and the virtualization technologies that enable them. PJ brings his trademark analytic skills to bear on developments in virtual computing, cloud services software, service orchestration, network simplification and related enablers of cloud computing services. PJ s passion for the cloud springs from a rich history of engagement in network and application innovations for over 30 years. Prior to joining ACG he was director of cloud computing solutions development and marketing at Juniper Networks, delivering advanced network, software, and partner platform solutions to service provider and enterprise customers globally. Direct experience designing and delivering solutions in the XaaS and virtual data center landscapes informs his work. Prior to his work in data centers and the cloud PJ served in Juniper s service provider and emerging markets strategy teams, bringing numerous platforms and innovations in routing, switching, security and advanced network services to market over a ten year span. 29

30 Analysts Biographies Analyst: Robert Haim has more than twenty-five years of experience in a variety of disciplines in networking and data communication. His career includes assignments in R&D teams for protocol, software and hardware designs. For the past fifteen years, he has worked in product management and product marketing for wireline and wireless infrastructures at startups and major networking equipment vendors, Tellabs and Ericsson. He is currently focused on network function virtualization and cloud-based networking infrastructures and their economic impacts on service providers. He has created a variety of TCO models and spreadsheets for Ericsson s marketing and sales departments. His works for the sales group were used to help win several major accounts. Robert graduated from UCLA with a B.S in computer engineering and an M.S. in computer science. He received his MBA from Pepperdine University. 30

31 Analysts Biographies Analyst: Liliane Offredo-Zreik is principal analyst for ACG s video infrastructure and services practice. Liliane was most recently president of The Sannine Group, an advisory firm for the telecommunications industry, which she founded in She advised many companies in telecom, cable and media on issues such as competitive analysis and strategic positioning, creating major new revenue growth opportunities through product innovation in new verticals, and due diligence for major M&A transactions. Prior to founding The Sannine Group, Liliane was the VP of Strategy and Development for Time Warner Cable (now Charter), where she was instrumental in the launch of VoIP based telephony services (Digital Phone) and in defining a roadmap and an infrastructure for converged services. Liliane was a director of marketing at Sonus Networks, one of the premier VoIP equipment vendors, where she initiated and led a solutions marketing organization. She also developed and led the marketing organization at Broadband2Wireless, a high-profile private company offering WIFI based subscribed broadband services. Liliane started her career with Verizon Corp. where she held roles with increasing responsibility during her eight years with the company. She also was a high-yield credit analyst with Muzinich & Co., a buy side investment fund. Liliane has an MBA from Harvard Business School, a Master in Electrical Engineering from Cornell University, and a BSEE from Syracuse University. She is a board member of the Martina Arroyo Foundation. 31

32 Analysts Biographies Analyst: Stephen Collins has 35 years of networking and telecommunications experience across many segments of the industry in both business and technology, having served in executive and managerial roles: general manager, VP of product marketing, VP of business development, product line manager and software engineering manager. He also has extensive experience bringing new products to market with technology-driven startups and emerging growth companies as an executive, independent consultant and advisor to early-stage investors. Most recently, Stephen was VP of product marketing and business development at Active Broadband Networks. Prior to that, he was VP of marketing at Acme Packet, VP of marketing and business development at Tatara Systems, and VP of marketing at Sonus Networks. In 1998, Stephen co-founded Spring Tide Networks, which was acquired by Lucent Technologies for $1.5 billion. He began his career in 1981 at predivestiture AT&T Bell Labs and then at BBN Communications gained firsthand experience with IP networking on the ARPANET. He joined Wellfeet Communications in 1986 as a founding engineer and developed two generations of multiprotocol routers, eventually serving as product line manager. Stephen is a frequent speaker at industry conferences and has authored numerous articles for trade publications. He holds an M.S. in Computer, Information and Control engineering from the University of Michigan and a B.S. in Computer Systems Engineering, Summa Cum Laude, from the University of Massachusetts, Amherst. He currently serves as an advisor to the ECE departments at UMass Amherst and UMass Dartmouth. 32

33 Core Operations Team Karen Grenier, vice president of operations, delivers 25+ years of proven leadership and skills in management, training design and delivery, quality assurance and strategic communication and public relations initiatives to support the achievement of business objectives. Experience in management, including generalist human resources administration, supervision, and project execution. Ms. Grenier has worked for First Union Bank, DST Interactive, Cone Mills, Phelps Dodge, Machine Solutions, and American Express. She has broad experience providing and overseeing quality control for documentation and has developed and implemented metrics, assessment tools and processes for evaluating technical writers, training designers, and trainers. As the Lead Technical Writer for DST Interactive (billing software) and Metagon (data warehousing software), she directed these companies writing team that supported, through the development of user manuals and other resources, the Software Development Divisions. She was also managing editor for a national health and yoga magazine as well as publishing articles for a variety of health supplement companies and publications. Karen has a Bachelor s degree in English and Spanish at the University of Maine, a Master s Degree in Adult Education, focusing in training and development, at the University of Southern Maine and a Bachelor of Arts degree in fine arts from Winthrop University in South Carolina. 33

34 Production Team Nidhi Choudhary, production manager, 8+ years of broad experience in finance and operations, building processes and teams at small businesses and Fortune 50 companies. Nidhi s expertise is in the areas of expense management, customer account management, including customer account profitability metrics, top-line growth and margin improvement efforts, establishing analytics and working with business partners to support insightful reporting and analytics. She has built, managed and trained numerous teams, employing her strong and extensive experience with knowledge transfer. She has bachelor in commerce from the prestigious Banaras Hindu University and is a business management graduate from IFMR, India. 34

35 Production Team Rinku Killa, qualitative researcher, comes to ACG with more than five years of work experience in the field of brand value research, retail marketing, supply chain, logistics and Inventory management supporting small businesses. A management graduate from well reputed management school in India, the NMIMS University, Rinku is a self-driven and motivated individual with an eye on detail and processes. Roopa Nagendraiah, assistant to production manager, With 10 years of experience in the fields of administration and finance, Roopa has held positions in accounting, reporting, analytics, procurement, payable, supply and customer relationship management. She has predominantly worked for one of the largest multinational grocery and general merchandise retailers in India and has been successful in team setups and process review management. She is proficient in due diligence, transitions, stabilization and simplification of various processes across finance and commercial streams. She holds a Master s degree in commerce from the esteemed Bangalore University, India. 35

36 Usage Policy Purchase of an ACG Research product, service or package entitles a client to use the contents in the following way: Web rights Upload to internal system or websites Press releases Presentations Distribution within the organization Distribution to customer s clients 36

37 About ACG ACG Research is an analyst/consulting firm that focuses in three areas: quantitative market sizing, business case analysis and service creation in the networking and telecom industry. Our SMEs also deliver speeches, whitepapers, videos, custom research, and market impacts for all areas of the networking/telecom business. ACG is a boutique firm focuses on the Why before the What. Focuses on the service provider space. Aligns best in class subject matter experts in domain spaces that address both technology and business issues. Emphasizes and focuses on the why before the what in the networking & telecom industry. Offers comprehensive end-to-end program of services, that are high quality, fast & flexible to meet your service and business needs. 37

38 ACG Research General Sales Links Karen Grenier Blog Phone: Phone: LinkedIn East Tradewind Court Gilbert, Arizona Facebook