Why VMware Thinks It Can Help the NFV Cause

Craig Matsumoto
9/6/2017
50%
50%

Having virtualized enterprise networks, VMware sees NFV as a chance to crack into carrier networks. Shekar Ayyar's job is to make sure the company is poised to give it a go.

This push began a couple of years ago, as VMware had nearly saturated its vSphere customer base and sought new markets. That's why last week's VMworld put so much focus on re-emphasizing the company's public-cloud ambitions. (See Following Amazon Partnership, VMware Is a Cloud Company Now.)

But the service provider world is new to VMware. As executive vice president of strategy for VMware's Telco Group, Ayyar's job is to get both sides accustomed to one another.

His Telco NFV team includes CTO Constantine Polychronopoulos, whose Bytemobile startup was acquired by Citrix in 2012. Honore' LaBourdette, VP of global market development, helps spread the team's message internally, and Gabriele Di Piazza, vice president of solutions, points VMware's product development teams toward features that would be useful to service providers. (See VMware's NFVi Push Embraces OPEN-O and VMware Makes Major MWC Splash.)

We chatted with Ayyar briefly at VMworld last week and got his perspective on VMware's place in the carrier universe.

Light Reading: You've told me VMware can play a strong role in ONAP. What did you mean by that?

Shekar Ayyar: You've got two large carriers, between AT&T and China Mobile. [Their efforts in ECOMP and Open-O led to the creation of ONAP.] While these guys can probably debate over the next 15 years, everybody else wants to get moving. They want to put something in production.

What we are intending to do is play a bridge role between them. We don't expect to be the catalyst that brings uniformity to AT&T's aspirations or China Mobile's. But we do expect to be a seat at the table in terms of how that dialogue evolves -- for example, by chairing some of the subcommittees and technical groups, particularly on orchestration and VIM and so on.

We can bring our knowledge of how to make these things operational for the rest of the world. AT&T probably has tens of thousands of developers, so if they want to build everything themselves, of course they can. We can bring in the knowledge of how these things might operate in the environment outside of AT&T and China Mobile and help the other carriers. (See MANO Marriage: ECOMP, OPEN-O Converge as ONAP.)

LR: Business-wise, how much does NFV mean to VMware?

Ayyar: We aren't publishing numbers on NFV revenue. But we are publishing numbers in terms of deployments. We've got 90 deployments now spread across roughly 45 carriers. We just announced the largest-ever telco deal that we have done to date, with Vodafone, and it was for NFV. These numbers are not insignificant. (See VMware's Hybrid Cloud Plans Pay Off.)

I see this as an opportunity, at least a multi-billion-dollar opportunity for VMware as well as our peers, in just a pure-play NFV infrastructure sense. You add the VNFs on top and the hardware underneath, and that leads you to a $10 billion type of number.

So, I'd say there is definitely the potential for a multi-hundred-million dollar opportunity in the near future.

LR: OK, I get that, but you're coming from the enterprise side. That's why I'm wondering how meaningful NFV really is to VMware.

Ayyar: Enterprise, unquestionably, is our bread and butter. If you look at the service provider markets, there are two segments that become very interesting for VMware.

One is the cloud provider movement. The other one is the telco network, where I would say that while we've got a business that is growing at a phenomenal pace today -- it's starting from a small base -- with the imminent arrival of 5G, we don't see a path to 5G without virtualization. Some carriers would have already been virtualized when they adopt 5G, others will find out that they need virtualization when they get to 5G. We think the potential is immense.

(3)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Marketin30990
50%
50%
Marketin30990,
User Rank: Light Beer
12/11/2017 | 2:04:24 AM
Cloud migration consultants | Cloud consulting services
Hi,

 

Thanks for sharing a batter idea.Please upload more post in different topics.
Awesome post

 

<a href="http://alliancepro.co.in/vmware/">VMware virtualization solutions India</a>
SeniorCo14416
50%
50%
SeniorCo14416,
User Rank: Light Beer
9/7/2017 | 8:06:20 AM
Carriers need upgrades
Some of the big providers have been running in ATM which is dated to say the least! What is most interesting about the technology is how LANE is software on the wire that very closely resembles the virtualized interface that VMware currently represents. In a different time, that kind connection would be branded as virtualized interfaces! Make the providers see that they will jump on board!
Joe Stanganelli
50%
50%
Joe Stanganelli,
User Rank: Light Sabre
9/6/2017 | 7:27:46 PM
VMware and staying relevant
Like many of these companies, VMware finds itself in the position that if it does not take a leadership role in initiatives like ONAP and OPEN-O, it risks irrelevancy...

...and that's a very real scenario considering how Amazon has undercut them in 2014 with that feature release to bring VMware users into the AWS fold.
More Blogs from CxO Spotlight
The DWDM company has grown into Ethernet networking and now open software architectures. We sat down with CEO Gary Smith to get a fix on Ciena's current identity.
The Nokia CEO tells Craig Matsumoto why telcos need to find new opportunity in 5G and why the Alcatel-Lucent acquisition succeeded.
The former Google exec has moved quickly to build a Juniper PaaS and disaggregate its products, all in preparation for a multicloud future.
Featured Video
From The Founder
John Chambers is still as passionate about business and innovation as he ever was at Cisco, finds Steve Saunders.
Flash Poll
Upcoming Live Events
June 26, 2018, Nice, France
September 12, 2018, Los Angeles, CA
September 24-26, 2018, Westin Westminster, Denver
October 9, 2018, The Westin Times Square, New York
October 17, 2018, Chicago, Illinois
October 23, 2018, Georgia World Congress Centre, Atlanta, GA
November 7-8, 2018, London, United Kingdom
November 8, 2018, The Montcalm by Marble Arch, London
November 15, 2018, The Westin Times Square, New York
December 4-6, 2018, Lisbon, Portugal
All Upcoming Live Events
Hot Topics
NFV Is Down but Not Out
Iain Morris, News Editor, 5/22/2018
What VeloCloud Cost VMware
Phil Harvey, US News Editor, 5/21/2018
Trump Denies ZTE Deal, Faces Senate Backlash
Dan Jones, Mobile Editor, 5/22/2018
Here Comes DOCSIS 4.0
Alan Breznick, Cable/Video Practice Leader, Light Reading, 5/22/2018
Are Oracle's Aggressive Sales Tactics Backfiring?
Mitch Wagner, Mitch Wagner, Editor, Enterprise Cloud, Light Reading, 5/22/2018
Animals with Phones
Live Digital Audio

A CSP's digital transformation involves so much more than technology. Crucial – and often most challenging – is the cultural transformation that goes along with it. As Sigma's Chief Technology Officer, Catherine Michel has extensive experience with technology as she leads the company's entire product portfolio and strategy. But she's also no stranger to merging technology and culture, having taken a company — Tribold — from inception to acquisition (by Sigma in 2013), and she continues to advise service providers on how to drive their own transformations. This impressive female leader and vocal advocate for other women in the industry will join Women in Comms for a live radio show to discuss all things digital transformation, including the cultural transformation that goes along with it.

Like Us on Facebook
Twitter Feed