& 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
MWC 2017 underlined the fact that success in IoT can only be achieved if operators embrace virtualization.
MWC17 will be remembered as the event in which server platforms have, almost without anyone noticing, attained a truly impressive performance curve that could never have been anticipated a decade ago.
IP and optical integration has a long history, but years of product announcements and demonstrations did not materialize in major commercial deployments -- until now.
Active real-time network topology is a hot topic as operators move ahead with software-defined networks and virtualized network functions.
Cloud RAN is emerging as central to the new wireless network architecture, which will feature a more software-centric, software-configurable RAN.
From The Founder
Either we perform a complete 'factory reset' on the way the telecom industry creates and deploys virtualization, or we face the consequences.
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
Infinera Introduces Instant Network

4|20|17   |     |   (1) comment


Mike Capuano, vice president of marketing at Infinera, discusses the advancement from Instant Bandwidth to new Instant Network capabilities, which include Bandwidth License Pools, Moveable Licenses and Automated Capacity Engineering (ACE).
Women in Comms Introduction Videos
Vodafone's Eubank on Sponsors, Mentors & Moving On Up

4|19|17   |   4:25   |   (0) comments


Vodafone America's Head of Operations Kimberly Eubank breaks down the difference between a sponsor and a mentor and shares why both made a big difference in her career.
LRTV Custom TV
NYC Auto Show: Are We Smart Yet?

4|18|17   |     |   (0) comments


The auto industry is facing some big transformations as electric vehicles, autonomous technology and connected cars are seen as the future of the industry. During the much-anticipated NY international auto show, there was an emergence of new technology and mobility service on the show floor. Aside from performance, brands like Lincoln, Hyundai, Honda, Mercedes and ...
LRTV Huawei Video Resource Center
The Impact of Video

4|18|17   |     |   (0) comments


David Mercer from Strategy Analytics discusses the impact of video on current strategies.
LRTV Custom TV
Pardeep Kohli Discusses Network Transformation & the Market Opportunity for the 'New' Mavenir Systems

4|13|17   |     |   (0) comments


In a brief discussion at MWC 2017, Heavy Reading analyst Adi Kishore talks to Pardeep Kohli, CEO, Mavenir Systems about the creation of the 'new Mavenir' and some of the key challenges facing operators in today's market. A key theme of the discussion centers around operator need for software-only, virtualized solutions and how they will need to adapt to ...
Women in Comms Introduction Videos
Tech Maverick Shares Her Tips for Gender Inclusivity

4|12|17   |   7:28   |   (0) comments


Wendy Hall Bohling, a corporate escapee, author and gender exclusivity consultant, tells her story of sexism, bias and progress along the road to gender equality in the workforce.
LRTV Huawei Video Resource Center
Huawei at MWC 2017

4|11|17   |     |   (0) comments


At Mobile World Congress 2017, the biggest mobile industry gathering of the year, Huawei showcased its new innovations and solutions with the theme "Open Road," which focuses on cloud, 5G, operation transformation, videos and consumer-oriented products. Its campaign has been recognized by three awards given by GSMA.
LRTV Custom TV
China Telecom NFV Infrastructure on RSD

4|6|17   |     |   (0) comments


Lynn Comp, senior director of market development of Intel, is joined by Chong Zhang, storage engineer at Inspur and Ou Li Yan, architect for technology strategies of China Telecom on what NFV brings.
LRTV Custom TV
Nokia's IMPACT Software Demo

4|6|17   |     |   (0) comments


Khamis Abulgubein of IoT market development at Nokia demonstrates IMPACT (intelligent management platform for all connected things), a software solution with a horizontal approach to managing any device on any application.
LRTV Custom TV
Nokia Introduces Virtual Service Router for More Rapid Service

4|6|17   |     |   (0) comments


James Cumming, product line manager for virtualized service routers at Nokia, demonstrates how the virtual router based off the Nokia ecosystem changes the network function experience.
LRTV Custom TV
The Keys to SD-WAN Success

4|6|17   |     |   (0) comments


Versa Networks CEO Kelly Ahuja talks about the key requirements for service provider-managed SD-WANs.
LRTV Custom TV
Intel & Cisco on Joint 5G Solutions

4|5|17   |     |   (0) comments


Dave Ward, SVP and CTO of Cisco, is joined by Sandra Rivera, corporate VP and general manager of network platforms group of Intel, on the revolutionary 5G technology that changes networking and computing fundamentally.
Upcoming Live Events
May 15-17, 2017, Austin Convention Center, Austin, TX
May 15, 2017, Brazos Hall - 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
Time for a Telecom Reboot
Steve Saunders, CEO and founder, Light Reading, 4/19/2017
Comcast Ready for Clash With Hulu
Mari Silbey, Senior Editor, Cable/Video, 4/18/2017
Unlicensed: It's What's Next for US Mobile Operators
Dan Jones, Mobile Editor, 4/19/2017
First Year TIPs the Scale Toward Success
Denise Culver, 4/24/2017
Verizon's Fiber Spend Won't End With Corning
Mari Silbey, Senior Editor, Cable/Video, 4/19/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
One of the nice bits of my job (other than the teeny tiny salary, obviously) is that I get to pick and choose who I interview for this slot on the Light Reading home ...
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.
Animals with Phones
Now That's an Ad Campaign Click Here
Meerkats to the rescue!
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.