And there's a fair amount of movement here, with two new entrants, service delivery platform specialist elata and mobile VPN firm NetMotion Wireless Unfortunately, two new entries means two new exits; and the victims this time around are: Air2Web and Seven Networks
Here's how the new ranking in this category shapes up.
Table 1: Unstrung's Top 5 Private Wireless Software (Apps & Dev) Firms
|1||Webraska Mobile Technologies SA||1|
|5||NetMotion Wireless Inc.||NEW!|
|Seven Networks Inc.||4|
Elata has impressed with its technology, relationships, and a key deal with the Hutchison Whampoa Ltd. group of operators (see Hutchison Plugs Its Java Hole and Elata Lines Up Further Deals). NetMotion Wireless, meanwhile, impressed Unstrung's research analyst Gabriel Brown while writing his Wireless Oracle on mobile VPNs recently. He cited particularly its enterprise customer base and technology, though he has slight reservations about the proprietary nature of its VPN product. However, for the time being it is the VPN player that makes the Top 5.
That leaves some other impressive VPN players bubbling under, including Columbitech AB, Ecutel Inc., and ipUnplugged AB. Another future contender identified by the eagle-eyed Brown is Finnish streaming video for mobile specialist Oplayo Oy. And when we get around to compiling a Top 10 list of bizarre company names you can be sure it'll be a contender there, too.
Of the incumbents, PacketVideo's recent deal with Microsoft Corp. (Nasdaq: MSFT) was deemed significant enough by the Unstrung team to warrant a move up the chart (see PacketVideo Supports WM9). Webraska's recent deal with Orange SA (London/Paris: OGE) keeps it on top of the pile (see Orange Shows Faith in Webraska); while Bytemobile clings on with a recent deal with Orange UK (London: OGE) (see Bytemobile Juices Up Orange ). And it's also a contender for our ludicrous names list.
As for the two that lost out, it has been a case of increasing competition and job losses at Seven (see Seven Slashes Staff: UPDATED) and a lack of public activity at Air2Web. We're sure these two will make a return to the Top 5 at some point, especially if the cost cutting and focus on existing clients at Seven pays off.
Our Software II category (OSS, Billing, CRM) also sees two new entrants in the shape of Sepro and Tertio Service Management Solutions. Making way and falling into the Has-Been zone are Cellglide and Zandan.
Here’s our new Top 5 in this super-dooper software category:
Table 2: Unstrung's Top 5 Private Wireless Software (OSS, BSS, CRM) Firms
|2||Cramer Systems Ltd.||3|
|3||Xacct Technologies Inc.||2|
Straight in at No. 4 ("pop pickers") is Irish rating and billing company Sepro, which has had what can only be described as a good run of form recently (see Sepro Bills Eurotel Praha, Mobiview Picks Sepro, and Vodafone Ireland Picks Sepro). Its system is also highly regarded within the billing community (don't ask how we know that…). Its major financial backer is Trinity Venture Capital.
The other newcomer, service activation software firm Tertio, has made progress with contracts from Hutchison 3G UK Ltd., H3G in Italy, and T-Mobile (UK). It is backed by Apax Partners and Advent International.
WatchMark hangs in at No. 1 courtesy of further GPRS expansion work from Cingular Wireless and some interesting outsourcing work from larger vendors that simply don't have the capacity to deliver homegrown systems to their customers any more.
Sneaking up one spot to No. 2 is Cramer Systems, which is highly regarded by its peers and the carriers in what looks to be one of the less entertaining areas of the market -- inventory management (pass the Jack Daniels, matron!). It recently added to its client list with a contact win in the U.K. (see Cramer Helps Keep UK Secure) and one in Norway (see Cramer Wins Again in 3G). Hell, these guys need to know where their bits and bobs are, after all!
Xacct Technologies slips one place, as it appears to have potential contracts in the pipeline, but none have come to anything concrete as yet.
The recycling bin now holds Cellglide and Zandan. Whereas other categories have seen firms demoted almost by default, and with definite chances of reentry at a later date, it's hard to see that happening here. Show us the money, or do something really interesting. Anything!
The final installment of Top 25 updating (Part III: Freddie Returns) will accompany the full shakeup of the Top 25 list. As my colleagues work on the new Unstrung cocktail (a heady concoction that; in its beta version, we are calling it simply Rocket Fuel -- come on Dan, be generous with the Mescal!), I shall prepare the spreadsheet. Who knows what the end result will be?
— Ray Le Maistre, European Editor, Unstrung
Editor's Note: Light Reading is not affiliated with Oracle Corporation.