VEPC

Microsoft Acquires Telecom Core Specialist Affirmed Networks

Microsoft announced that it had acquired privately-held Affirmed Networks today.  This isn’t the first software/services based telecom acquisition it has made, with the 2011 acquisition of Skype being the most prominent one.  Other competitors to Microsoft have made forays into the telecom market, including Facebook’s 2014 purchase of WhatsApp, Oracle’s 2013… Read More »Microsoft Acquires Telecom Core Specialist Affirmed Networks

Our take on Mavenir, new entrant to Radio Access Network (RAN) market

​At Mavenir’s analyst meeting in Dallas today, the company stated that it expects to grow its revenues about 10% Y/Y in 2018.  In arriving at this revenue, it is pursuing a price-aggressor strategy to some extent and has a surprisingly broad portfolio of telecom-focused products.  Its product line is software-oriented,… Read More »Our take on Mavenir, new entrant to Radio Access Network (RAN) market

Mobile World Congress Americas (MWCa) And AT&T Spark – All About 5G

We attended Mobile World Congress Americas (MWCa) in Los Angeles, CA this week, as well as the AT&T Spark event in San Francisco.  Since 5G is launching first the US, these two events became the public events where significant 5G-related announcements happened. Verizon.  Will launch 5G Fixed Wireless Access (FWA)… Read More »Mobile World Congress Americas (MWCa) And AT&T Spark – All About 5G