Advising on the commercial impact of technology and
    market changes in telecoms, software and IT services

Demand for wireless backhaul equipment will grow to $17.5 billion by 2015, and components for wireless backhaul equipment will top $1.75 billion. Understanding regional differences in demand is key to playing the opportunity smartly.

This report provides Ovum's perspective on market trends that will shape the mobile industry to 2014. It is intended as an accompaniment to the most recently published mobile forecasts (published 18 December 2009).

The Chinese fixed broadband market is the world's largest in terms of number of subscribers. Despite its size and rapid growth, it still has significant potential for network operators and equipment vendors alike.

This report provides an overview and analysis of the financial and operational performance of major telcos and cable operators in North America.

Forecasts of wholesale managed data service revenues (covering frame relay, ATM and IP VPN services), together with forecasts of wholesale international mobile messaging (traffic and revenues) to 2015. Methodology and scenarios are also provided.

Symantec has grown rapidly both by organic growth and by acquisition. It is now much broader than security and storage management. It has an enviable financial record and an impressive product set.

This report provides an update on Huawei's wireless infrastructure strategy, covering 3GPP, 3GPP2 and WiMAX technologies. Huawei's success in the wireless infrastructure segment is due to a combination of innovative solutions and aggressive pricing.

South and Central America has seen impressive growth rates in mobile revenues and subscribers over the last decade and the telecoms sector has not been as badly hit by the recession as some other sectors.

As is our tradition at this time of year, in this report we outline our views on the key trends that will influence telecoms markets in the Middle East and Africa in 2010. These will also shape the core of our research agenda in the region.

The Australian market was shaken up by major government intervention in 2009, in the form of a proposal for a publicly funded wholesale-only FTTH national broadband network (NBN). Australia is undergoing its biggest telecoms reform since 1997.

The Indian telecoms industry has experienced impressive growth over the last few years. We expect this growth to continue in 2010.

In this report we give examples of how a number of operators of different types (mobile-only operators, integrated players or wholesalers) position fibre as one way to address the backhaul issues associated with mobile broadband.

Based on recent Ovum research with MNCs, unified communications (UC) applications are being deployed and the pace of implementation is picking up.

This presentation, originally given at FOE 2010 in Tokyo, Japan, January 22, 2010, discusses how optical component vendors need to embrace the FTTx market as performance, price, and volume requirements impact legacy and emerging components.

The development of TD-LTE is critical for China Mobile and is a significant opportunity for China as a whole. However, the fast development of TD-LTE in China relies heavily on the Chinese government's willingness to allow its rapid introduction.

Emerging markets are considered attractive for telecoms investment. However, their wholesale markets are not yet fully developed as carriers mainly offer traditional wholesale voice and capacity services.

Proliferative innovation is creating an ever-growing number of devices and ways to create, distribute, use and store information – making the task of governing information ever more challenging.

This spreadsheet provides global FTTx, DSLAM, and CMTS ports, revenue, and market share by region and on a rolling 4Q basis.

Since the liberalisation of Taiwan's telecoms market in February 1996, new entrants have started to provide various telecoms services and compete with the one-time monopoly Chunghwa Telecom.

VMware has inked a deal to buy email specialist Zimbra from Yahoo. It has been reported that the purchase price could be close to $100 million.

Ovum's December 2008 video trends consumer survey asked "how do you discover or get recommendations for new videos?" The findings highlight the need to build flexible systems that enrich the discovery and recommendation experience.

Deutsche Telekom will remain one of Europe's telecoms giants for the foreseeable future. DT is currently going through key initiatives in the consolidation of its resources and restructuring of operating segments to become a customer-centric provider.

UK and Ireland rankings by revenues of the top 20 business software vendors with market shares, year-on-year growth, prior year market shares and rank changes. Includes a split by three software lines with the top 10 vendors of each line.

North America rankings by revenues of the top 20 business software vendors with market shares, year-on-year growth, prior year market shares and rank changes. Includes a split by three software lines with top 10 vendors of each line.

By 2020, most of consumer content and applications will be delivered over IP/web-based platforms. This means the coming decade will bring considerably more disruption and significant change to the digital content and advertising landscape.

Ovum counts the number of smartphone models by software platform with the following capabilities: GPS, WiFi, HSPA, HSDPA, WCDMA, EV-DO, DLNA, UPnP, TV-Out, Flash/Flash Lite, Qt, Silverlight, mobile AIR, widgets and pre-installed app store client.

This presentation analyzes M&A, vendor financing, private placements, and public offerings in telecom during 4Q09, along with the trend for the last eight quarters, detailed by sector, geography, and deal size.

Just as retail carriers have become more adept at segmenting their retail customer base, wholesale carriers must get smarter at segmenting their wholesale customer base, or risk losing business to those that do.

The Brazilian regulator and government launched several initiatives to promote the expansion of broadband access in 2009. This is a very important move considering the low penetration of broadband in Brazil.

This Excel spreadsheet provides information on HSPA/HSPA+/LTE services/trials/projects worldwide, including date of launch, speeds and suppliers of infrastructure. It is based on publicly available information.

North America IT service market sizings and forecasts to 2013 at the headline level and in each of three service lines (infrastructure-led outsourcing/support services, project services/application-led outsourcing and business process outsourcing).

The African mobile market has been a resounding success in its first decade of existence thanks to the brilliance, diligence and doggedness of mobile operators. However, as this decade draws to an end, the dynamics of the market are changing.

Across Europe, regulators are attempting to better target their regulatory intervention by assessing how the competitive conditions vary geographically and applying different remedies accordingly.

Smartphone shipments will grow by 32% between 2009 and 2010 against the backdrop of a 6% rise during the same period in the total mobile phone market. In 2009 the smartphone market accounted for 16% (up from 11% in 2008) of the total mobile phone market.

Last week brought announcements from SAP and Oracle, the top two business management software vendors, about their strategies in the emerging market for business sustainability solutions.

Project Portfolio Management (PPM) has helped IT organizations impose financial discipline over software development. Yet there is no reason why such discipline cannot be extended from project to production.

After recent talk about the size of cuts needed in public spending in order to halve the national deficit in four years, the Chancellor of the Exechequer surprised the local government world by announcing that he would keep to existing spending plans.

Government's efficiency objectives are often at odds with its industry development policy – spend less on the one hand to cut costs, but spend more on the other to create local jobs. Cloud computing may allow both objectives to be achieved.

Interoute is an innovative European operator intent on growing new business opportunities by building on its reputation for quality, responsiveness, security and its anticipation of developing markets.

Cloud computing is all the rage. It will not replace current IT offerings but will add to them in configurations that will increasingly be hybrid. This report explains how and why.

This study, part of a three report series, examines the development of this market between now and 2015, taking into account the key factors that will shape market evolution.

This study, part of a three report series, outlines our analysis and advice for emerging market operators to ensure their mobile content and applications strategies are successful.

This profile looks at the BlackBerry platform from a mobile operator, handset manufacturer and developer perspective.

Clearwire comes into 2010 flush with new funding and the same aggressive goal to expand markets and reach 120 million PoPs in the US.

Telkom, the incumbent operator in South Africa, is at a crossroads. The sale of its 50% share in Vodacom has left it with surplus funds, but without a mobile arm. Telkom is repositioning itself and developing a business plan for a new mobile arm.

Changing senior management after a string of disappointing quarters, SCM specialist vendor Serena Software is going back to basics. Newer offerings such as SBM will be re-targeted at existing SCM markets.

Why are services organisations investing billions in delivery operations in the relatively undeveloped Asia-Pacific region? Is this the fabled shift of power to the East? Opportunities exist, but beware, as it requires strength, breadth and patience.

On reflection, 2009 was not as turbulent as expected. In fact, there are signs of promise as the telecoms industry enters 2010.

This spreadsheet lists all forecast and market share spreadsheets published by Ovum Telecoms as of 14 January 2010 and provides information on segment and region/country detail provided for each.

The year 2009 has been one of development for Unisys. Having simplified its corporate message, it has spent much of the last 12 months refining this across its business units, including its public sector business.

Healthcare providers commonly have to respond to an aging population and an increase in long-term health conditions, and at the same time cut expenditure while providing high-quality healthcare.

Cisco has announced its VideoStream technology, extending its video evangelism to the wireless domain. This will help to justify customers' investment in their Wi-Fi networks. However, some of the benefits of mobile video are still to be proven.

The Chinese government's determination for network and industry convergence became clear at the State Council Executive Meeting of 13 January 2010, when Wen Jiabao approved the integration of China's telecoms, Internet and broadcasting networks

Wholesale carriers today are moving beyond delivering capacity and long-distance voice carriage to meet customers' increasing needs for portfolios of services and solutions customized to their specific needs.

The FCC's deadline for the submission of comments on its proposed rules on net neutrality expired on Friday, and brought with it a flurry of comments from interested parties.

Microsoft and Hewlett-Packard have declared a plan to boost spending on product integration and joint marketing by $250 million over the next three years. The announcement was heavily hyped, and in reality was only a vague statement of direction.

Following the London Stock Exchange's acquisition of a majority stake in alternative trading venue Turquoise, it is interesting to see what the technology roadmap for Turquoise reveals about the venture.

Leading global contact center outsourcer Teleperformance has announced Latin American expansion plans into both Colombia and Costa Rica.

On 30 December 2009, Nuance Communications announced its purchase of SpinVox, a provider of voicemail transcription services, for $102.5 million. This acquisition caps off a huge year for Nuance with regard to its positioning in the mobile space.

Mobile tariffs in India are among the lowest in the world. Intense competition in the industry continues to put downward pressure on tariff levels, and the declining trend is accelerated by customers' price sensitivity.

Healthcare providers in Europe are facing incongruous challenges, including an aging population and an increase in chronic diseases or long-term conditions, while having to meet an overriding need to reduce costs and maintain high quality healthcare.

At CES last week, we saw three different windows for post-processing to convert 2D video content to 3D: in the network, in the set-top box or TV, and in the viewer's brain!

BMC's acquisition of Phurnace for an undisclosed sum reflects a strategy to take IT provisioning from the server to the application level. To fully leverage the new acquisition, BMC should expand support from Java to Microsoft .NET deployments as well.

In an end-of-year trading statement issued on 12 January 2010, Computacenter reported decreased revenues.

As 3G networks gain momentum and 3.5G networks begin to roll out in 2010, the impact on fixed broadband will vary by country and region.

Mobile content and applications have big potential to drive operator non-voice revenues and ARPU. This study, part of a three-report series, examines the the market, assessing mobile content services, uptake, user priorities & service provider strategies

The use of video in business environments will be as prevalent in 2020 as audio conferencing is today. Video communication will be part of most business applications, conferences and meetings within and between companies.

Alcatel-Lucent has taken the moral and intellectual high ground in launching an initiative aimed at reducing the energy consumption of networks by a factor of a thousand – eventually.

On 13 January 2010 Nordic telecoms operator TeliaSonera announced that Ericsson and NSN will be the suppliers supporting its LTE network expansion plans for 2010 and 2011 in Norway and Sweden. Huawei will continue to finalise the network rollout in Oslo.

The consolidation of the business process management (BPM) sector continues as Progress Software has announced its intention to acquire Savvion for $49 million.

Korea's Communications Commission has announced commitment of over $500 million to the development of Korean cloud computing facilities. Other countries in the region should take note.

This spreadsheet contains NA, EMEA, AP, SCA, and global quarterly revenues, market share, rolling 4-quarter market share, and market share rank for optical networking vendors through 3Q09.

The Vendor Contract Database shows carrier-vendor contracts around the world. The database is searchable by region, quarter, operator, vendor, and equipment segment. It contains over 6,000 contracts.

For more than a decade Australia has been looking to establishing a national eHealth system. After many reviews, reports and an estimated A$5 billion expended on various eHealth initiatives, the country is no closer to a national approach to eHealth.

Organizations of all types face growing pressure to adopt more sustainable business practices.It creates an opportunity for forward-thinking CIOs to lead the way toward sustainable practices – and, in the process, raise their profile and strategic value.

The next decade will see the full emergence of 'applications-centric networking' based, not on yet another generation of networking technologies, but on a greatly expanded range of capabilities for existing networking technologies

The day after an early draft of the government's proposed ICT strategy was leaked, Ovum had an exclusive interview with Government CIO, John Suffolk.

It might be easy to dismiss SenSage as just another analytic upstart with new, unproven technology and limited market penetration. However, a closer look reveals a mature MPP-based columnar analytic database backed up by an impressive customer base.

Nordics business software market sizings and forecasts to 2013 in each of three software lines (systems infrastructure, applications and information management).

Nordics rankings by revenues of the top-ten business software vendors with market shares, year-on-year growth, prior-year market shares and rank changes. Includes a split by three software lines with top 5 vendors of each line.

Nordics IT service market sizings and forecasts to 2013 at the headline level and in each of three service lines (infrastructure-led outsourcing/support services, project services/application-led outsourcing and business process outsourcing).

Nordics rankings by revenues of the top-ten IT service vendors with market shares, year-on-year growths, prior-year market shares and rank changes. Includes split by three service lines (ILO, ALO and BPO) with top-five vendors of each line.

India rankings by revenues of the top-ten business software vendors with market shares, year-on-year growth, prior-year market shares and rank changes. Includes a split by three software lines with top-five vendors of each line.

India business software market sizings and forecasts to 2013 in each of three software lines (systems infrastructure, applications and information management).

India rankings by revenues of the top-ten IT service vendors with market shares, year-on-year growths, prior-year market shares and rank changes. Includes split by three service lines (ILO, ALO and BPO) with top-five vendors of each line.

India IT service market sizings and forecasts to 2013 at the headline level and in each of three service lines (infrastructure-led outsourcing/support services, project services/application-led outsourcing and business process outsourcing).

Enterprises' top business objectives are improving efficiency, adhering to regulations, increasing customer satisfaction and cutting costs. These goals stem from economic pressures as well as difficulty in customer acquisition.

Consumers still interact with enterprises through traditional means. The voice channel and email remain the most common ways consumers interact with enterprises. However, web self-service and short message service (SMS) are gaining popularity.

The global recession caused Microsoft to post a decline in revenues for the first time in 23 years as a public company. The vendor will likely struggle for another couple of quarters, but several factors should help drive growth over the next few years.

MKS had a relatively stable year during fiscal 2009 with revenues only falling 4% in a global recession. The business remained profitable with net income growing 13% during fiscal 2009.

Qtel has grown quickly via acquisition. Over the quarters ahead, economic and competitive pressure, together with maturing markets, will test its strength of execution.

DACH rankings by revenues of the top-20 business software vendors with market shares, year-on-year growth, prio-year market shares and rank changes. Includes a split by three software lines with top vendors of each line.

DACH business software market sizings and forecasts to 2013 in each of three software lines (systems infrastructure, applications and information management).

DACH rankings by revenues of the top-20 IT service vendors with market shares, year-on-year growths, prior-year market shares and rank changes. Includes split by three service lines (ILO, ALO and BPO) with top-ten vendors of each line.

DACH IT service market sizings and forecasts to 2013 at the headline level and in each of three service lines (infrastructure-led outsourcing/support services, project services/application-led outsourcing and business process outsourcing).

France rankings by revenues of the top-ten business software vendors with market shares, year-on-year growth, prior-year market shares and rank changes. Includes a split by three software lines with top-five vendors of each line.

France rankings by revenues of the top-ten IT service vendors with market shares, year-on-year growths, prior-year market shares and rank changes. Includes split by three service lines (ILO, ALO and BPO) with top-five vendors of each line.

This spreadsheet augments the 3Q09 global ON market share spreadsheet and document. It provides further breakdown by vendor of sales into Japan, China, and Rest of Asia-Pacific for 3Q09. India breakouts are also provided for CY2006-8 and 1Q-3Q09.

This spreadsheet augments the 3Q09 ON market share spreadsheet and document. It provides further breakdown by vendor of sales into the Big 5 countries, CIS and Other Europe, and MEA for 2005-8 and 1Q-3Q09, along with sequential and YoY changes.

Stronger spending in Asia-Pacific, led by China, continues to prop up the global market. Global ON revenues in 3Q09 were $3.6 billion, down 5% sequentially and 11% versus 3Q08. Huawei surpassed Alcatel-Lucent for the top spot.

Judging by Fujitsu's impressive new London North data centre, it understands the cloud and has the capacity to deliver cloud services to public sector clients.

Hanif Lalani is to step down as CEO of BT Global Services and will be succeeded by Jeff Kelly, previously manufacturing leader at EDS in the Americas. This is a clear statement by BT that the prospects for global services depend on US multinationals.