Appledore Research

Over the last few years Blue Planet (part of Ciena) has invested very significantly in developing a modern, comprehensive #OSS portfolio. In the #assurance space, it has incorporated the latest principles and technologies including #agenticAI and #autonomous network operations - and a distinct new architecture. Strong proof points with named Tier1 and Tier 2 operators globally demonstrate not only market traction but also real business impact. In a new in-depth profile, Patrick Kelly explores Blue Planet's strategy for assurance, its portfolio, competitive positioning and outlook. [paywall/subscription required] #OSS https://lnkd.in/ehusDrKS

Not many players in the Service Assurance market from the late '90s are still around - but Mycom is one, and it has continued to evolve its #assurance portfolio to take account of #AI's major impact on this sector. In a new independent profile Patrick Kelly looks at Mycom's history, current portfolio, strategy, key customer references and lays out his own view of its strengths, limitations, challenges and opportunities. Essential reading for anyone evaluating options and strategy in #serviceassurance. [paywall/subscription required] #OSS #autonomous #networks #agentic https://lnkd.in/dc74ss4i

Our #AI Impact Benchmark for T-Mobile US is now out! This looks at how the "Un-carrier" is seeing the results of its AI strategy - and how that stacks up against its primary rivals Verizon and AT&T. We highlight the differences in its vision for AI in relation to network and operations, and identify the key future signals that its strategy is paying off. This 14-page in-depth analysis by Patrick Kelly is part of our comprehensive research to assess the real business value of AI spending by the world's leading telcos. [subscription required] https://lnkd.in/e7SrbVvm

Our new #AI Impact Benchmark report goes deep on Verizon, assessing the effect of its AI strategy on operating costs and revenue growth. Our ranking may see Verizon just about neck-and-neck with T-Mobile USA on AI impact, but with quite different strategic framing for their program - a fascinating contrast which this report highlights. As the focus of AI in Telecom #networks and operations moves from pilots to scaling up, proof that the investment in AI delivers meaningful results will be keenly anticipated. Our AI Impact Benchmark for each operator lists the key signals to watch for, for evidence of progress. This report includes a summary comparison of our AI Impact benchmarks across the US "Big Three" - Verizon, AT&T and T-Mobile USA. By Patrick Kelly[subscription required] https://lnkd.in/eP3t_zAS

The US "big three" telcos - AT&T, Verizon and T-Mobile - are all investing heavily on #AI in for #networks and #operations, but have distinct approaches and goals. In a major new comparative analysis, Patrick Kelly compares, contrasts and quantifies how these three US giants stack up when it comes to seeing AI's impact on the two essential business metrics that really matter for all telcos: costs and revenue. [subscription required] https://lnkd.in/eDude6dD

To what extent are major #telcos like AT&T seeing real business impact from their #AI strategies? In a major new in-depth analysis, we assess AT&T's strategy and the extent to which AI is making a visible difference on the company's business and operational performance. Our AI Impact benchmark for AT&T is compared with major rivals Verizon and T-Mobile US, revealing the distinct AI strategies of the US "big three", and we highlight the key signals to look out for that will evidence real progress. By Patrick Kelly [subscription required] https://lnkd.in/eSMW9jSQ

Robert Curran discusses #knowledge, #agentic and #automation with Dale Skeen at Vitria Technology, Inc. https://lnkd.in/ez9TXTk2

Francis Haysom talks with Wavelo ‘s Bob Dietrich about how #telcos can overcome #data challenges…recorded at FutureNet World London

The #Service #Assurance market is undergoing a generational transition right now, with historical market leadership spots up for grabs. In recent years Amdocs has grown its market footprint substantially, and invested in building a state-of-the-art assurance portfolio, leveraging its substantial #AI R&D effort. In our view, it can truly back claims of being an #agentic assurance solution. In a new 10-page profile, Patrick Kelly looks at Amdocs' Service Assurance portfolio in-depth with comments on competitive standing, strengths and limitations. [paywall/subscription required to our AIOps, Analytics, Assurance research module] https://lnkd.in/dYZnDeq2

We've been tracking the progress of the leading #hyperscalers (Amazon Web Services (AWS), Google Cloud, Microsoft) plus NVIDIA for evidence of needle-moving impact of #AI in #telecom. Suffice to say that the narratives are running well ahead of the proof points, thus far. That is not to deny the strategic significance or potential, but as our other recent research indicated, #telcos have high expectations on near-term #ROI from investment in #AI. Right now, the gap between expectation and evidence seems pretty wide, at least for anything beyond promising PoCs. In a new report, Patrick Kelly surveys and analyses the available evidence (from telcos such as BT Group, MasOrange, Telefonica, Telstra, Vodafone, SoftBank Group Corp., T-Mobile, Deutsche Telekom, Rogers Communications, Singtel, AT&T) revealing the distinct locus that each hyperscaler now occupies in telecom - and highlighting the evidence deficit for lofty announcements about the impact of spending on #AI by telcos. [paywall/subscription required] Have fresh evidence of real impact to share? Reach out! https://lnkd.in/ewakvyCs