& cplSiteName &

The Mobile Cloud: Opportunities & Threats

Heavy Lifting Analyst Notes
Heavy Lifting Analyst Notes
Heavy Lifting Analyst Notes
1/25/2013
50%
50%

I met with an investor from China recently. When I told him my major interest today was the mobile cloud, he became quite animated, and agreed, saying, "That is the biggest development in all of telecom and IT." This would hardly be remarkable, except for the fact that I don't find that there is much recognition of, or agreement with, this statement in the industry today. The new Heavy Reading study, "Mobile Cloud Apps: The Driving Factors," reveals a seething world of emerging services and functionalities, all geared to mobile devices and users and built on mobile clouds. These developments stretch across verticals, from health and automotive to many others, and incorporate capabilities ranging from speech input/output to artificial reality, facial recognition and much more. Yet many don't even recognize or understand the mobile cloud today. This is obvious from what is transpiring in the enterprise space. Enterprises are struggling to deal with the "cloud" and they have issues dealing with the spread of mobile – summarized in the slogans BYOD, "bring your own device," and "consumerization." But these are viewed as two distinct and separate issues: 1) cloud and 2) mobile. If we look at typical enterprise motivations and objectives, they are probably about as follows, in many cases:

  • Protect the value, security and long-term viability of their huge investment in legacy systems and databases.
  • Deal with the plethora of issues surrounding migration of systems and functionality to the cloud in general.
  • Deal with issues surrounding mobile access for their employees.
  • Figure out how to address expanded access to information systems for partners (e.g., distributors, suppliers) and even customers.
As for non-enterprises, industry participants, close observers of the industry and others, we run into an attitude best summarized as: "Yes, the cloud will be very big phenomenon. But mobile will just be one way of accessing the cloud. So why worry about the mobile cloud?" This is soothing, but short-sighted. With the potential for 3 billion or more mobile devices to be accessing the mobile cloud in the next three to five years, mobile will not be simply "one way of accessing the cloud." It will be what the cloud is all about – the mobile cloud. Those that wait around are risking a lot. Very big companies often assume that they can be late in major developments and their vast resources will allow them to recover and forcefully gain leading positions. It doesn't really work that way. We saw this with Microsoft in the '90s, content to be late to both the Internet and mobile. They never recovered leading positions and are now threatened by companies that were insignificant, or nonexistent, at the time. Today, leading companies that dawdle about the mobile cloud are running major risks. Just as the Google/Facebook-era companies of the '90s and early 2000s have turned into giants, it's time to address the mobile cloud before "no-names" – maybe a FeedHenry or Airbiquity or Castlight, or any of a horde of emerging players – wind up overrunning your business. This certainly applies to the laptop and desktop computer makers. The mobile cloud supplies storage and processing power for a host of devices, from tablets to smartphones to thin and very thin clients. Only a limited segment of the market will need local (in the device) processing and storage capability. The telecom carriers are threatened with more and more means of bypass and diversion of customer business and control as the mobile cloud proliferates. For enterprises, the mobile explosion is changing the nature of assets that need to be managed and accounted for, with corresponding changes to the fundamental structure of IT departments and responsibilities. Moreover, it is becoming clear that, increasingly, business experimentation with new products and marketing will be done through the cloud. The markets that can be reached are billions of mobile devices, and they will be relying on the mobile cloud. As my friend said, the mobile cloud will be "the biggest development in all of telecom and IT" – full of opportunities ... and threats. -- Victor Schnee, President of BSG Advisory LLC, special to Heavy Reading

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
More Blogs from Heavy Lifting Analyst Notes
The vendor community is responding to the need for greater innovation both within and beyond the data center.
IMS hit the top of its hype curve a long time ago and now it's delivering on its promises – but it still needs sophisticated test tools to keep it honest.
If social live streaming becomes as popular as the Zuckerbergs of the world anticipate, it could become the mobile operators' greatest challenge.
A wide body of 5G players, including operators, vendors and industry bodies, remain committed to developing a single, global 5G standard.
Fast time to market and customer experience are the highest priorities for leading OSS/BSS vendors and service providers when it comes to B/OSS transformation.
From The Founder
Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
LRTV Custom TV
CommScope – Meeting the Demands of Tomorrow's Networks

3|24|17   |     |   (0) comments


Phil Sorksy, Vice President International at CommScope, discusses addressing the challenges faced by service providers today, and as future trends emerge.
LRTV Huawei Video Resource Center
AMS-IX & Huawei's OSN 902

3|24|17   |     |   (0) comments


Huawei shows how its OSN 902 platform helps the Amsterdam Internet exchange to connect the world using multiplexing.
LRTV Huawei Video Resource Center
Huawei's Smart Energy Innovation Center

3|24|17   |     |   (0) comments


In Nuremberg, Huawei showcases its latest capabilities in the digitalization of Internet resources, network infrastructure and intelligence at its Smart Energy Innovation Center.
Valley Wonk
OFC & Hyperscale: A Good Mix?

3|24|17   |   01:50   |   (0) comments


Cloud and telecom players want different types of equipment for their networks, as the chatter at OFC reveals.
LRTV Custom TV
Etisalat on NFV Journey

3|24|17   |   10:37   |   (0) comments


Etisalat is a service provider that prides itself on bringing innovative technologies to the markets it serves. It was one of the first operators to implement 3G and leads the pack in fiber penetration. Now, Esmaeel Al Hammadi, Etisalat's SVP of Network Development, explains the operator's journey to virtualization, beginning with the network core, as well as the ...
LRTV Huawei Video Resource Center
Huawei at CeBIT 2017: Day 3

3|22|17   |     |   (0) comments


Light Reading reports from CeBIT 2017 in Germany, where Huawei is exhibiting on the application of technologies and key business verticals such as transportation, smart city, manufacturing, media and finance.
LRTV Documentaries
No Regrets: Cox's Finkelstein on Fiber & More

3|22|17   |     |   (0) comments


At the Cable Next-Gen Technologies & Strategies event in Denver, Cox's Jeff Finkelstein examines the cable capex conundrum.
LRTV Documentaries
Cable Next-Gen: The 'Mile High' View From Denver

3|22|17   |   11:56   |   (0) comments


Alan Breznick kicks off the Cable Next-Gen Technologies & Strategies event in Denver, casting his thousand-yard stare over cable's current competitive landscape.
LRTV Huawei Video Resource Center
Huawei at CeBIT 2017: Day 2

3|21|17   |   2:27   |   (0) comments


Light Reading reports from CeBIT 2017 in Germany, where Huawei is exhibiting digital transformation solutions around IoT, smart data centers, OpenCloud ecosystem and its newly announced storage-as-a-service solution.
LRTV Custom TV
Driving Better Mobile Customer Experience While Transforming the Mobile Network

3|21|17   |   7:47   |   (0) comments


The Citrix NetScaler mobile gateway is an intelligent traffic management solution which can markedly improve the customer experience provided by mobile operators, even when traffic is encrypted. Critical network services can be consolidated and virtualized using NetScaler. Because of the unique architecture, NetScaler can be deployed on any hypervisor, on a ...
LRTV Custom TV
Mastercard: What's Next for Mobile Payments?

3|21|17   |   7:49   |   (0) comments


2017 marks the fifth consecutive year for Mastercard at Mobile World Congress and it was a great time to reflect on the amazing advances the payments industry has made as well as discuss "What's Next' in the digital commerce future. We spoke to James Anderson, executive vice president of digital payments at MasterCard, about digital wallets to tokenization to ...
LRTV Custom TV
Mastercard: 2 Billion Adults 'Trapped' in Cash Economy

3|21|17   |   03:51   |   (1) comment


Despite advances made in the last several years, two billion adults around the world are trapped in a cash economy and lack what we take for granted -- a safe way to receive, save and use money. Shamina Singh, executive vice president of sustainability and president of the Mastercard Center for Inclusive Growth, chats about how Mastercard is developing new ways to ...
Upcoming Live Events
May 15-17, 2017, Austin Convention Center, Austin, TX
May 15, 2017, Austin Convention Center - Austin, TX
June 6, 2017, The Joule Hotel, Dallas, TX
All Upcoming Live Events
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
High-Band 5G: Let's Address the Range Question, Shall We?
Dan Jones, Mobile Editor, 3/21/2017
Eurobites: A1, Nokia Turn It Up to 11
Paul Rainford, Assistant Editor, Europe, 3/22/2017
FTTH No Slam Dunk for Cable
Carol Wilson, Editor-at-large, 3/23/2017
Top Priorities for B/OSS Transformation
James Crawshaw, Senior Analyst – OSS/BSS Transformation, Heavy Reading, 3/20/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
TEOCO Founder and CEO Atul Jain talks to Light Reading Founder and CEO Steve Saunders about the challenges around cost control and service monetization in the mobile and IoT sectors.
At MWC 2017, Qualcomm's CTO Matt Grob talks to Light Reading's CEO and Founder Steve Saunders about the progress being made in the development of the technologies and standards that will underpin 5G.
Animals with Phones
Neither Do We Click Here
Is that a prerequisite?
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.