Migration to the cloud will affect more than just IT outsourcing of datacenters. Cloud represents opportunities and threats to existing network operators as applications, content, commerce, and computing migrate to the cloud. Game changing technologies including 4G, IP Multimedia Subsystem, and cloud computing will transform wireless communications. This transformation will be a boon for some who recognize and seize the opportunities and a bane for others who do not adjust their strategies, products and solutions. This report evaluates the key technologies, solutions, applications and companies expected to benefit from this evolution. This research also evaluates threats and opportunities for incumbent network operators and service providers. It is imperative that they take steps now to position themselves for these significant changes in Computing, Content, Applications and Commerce (CCAC) as their existing revenue streams and future profitability will depend on successful positioning and execution. This research focuses on CCAC in the Cloud, evaluating the impacts on infrastructure planning, application deployment, facilitation of emerging solutions, competitive threats, and more. It is essential research for all telecommunications service providers including legacy wireline, cellular, fixed wireless (WiFi/WiMAX/others), MSO/cable, emerging OTT players, and others. The report analyzes the business impacts of migration as well as leading applications, competitive issues, case study analysis of players/applications, infrastructure, and the future of CCAC in the Cloud.
Table of Contents
1.0 EXECUTIVE SUMMARY 5
2.0 EVERYTHING IN THE CLOUD 7
2.1.1 COMPUTING 8
2.1.2 CASE STUDY: HOW TO USE GRID COMPUTING TO SAVE IT COSTS 9
2.1.3 TRANSACTION SYSTEMS 14
2.1.4 DEPLOYING CLOUD COMPUTING 15
2.1.5 CLOUD FORMATION 19
2.1.6 CASE STUDY 2: CLOUD AND THE RETURN ON INVESTMENT (ROI) 21
2.1.7 CONTENT 24
2.1.8 APPLICATIONS 25
2.1.9 SOFTWARE AS A SERVICE (SAAS ) 26
2.1.10 PLATFORM AS A SERVICE (PAAS ) 27
2.1.11 INFRASTRUCTURE AS A SERVICE (IAAS ) 27
2.1.12 COMMERCE 28
2.2 CLOUD SOLUTIONS 29
2.2.1 COMPANIES 29
2.3 CLOUD COMPUTING AND THE TRANSFORMATION OF GOOGLE MOBILE APPS 32
2.3.1 GFS II 37
2.3.2 BIGTABLE 37
2.3.3 MAPREDUCE 38
2.3.4 MEMCACHE 38
2.3.5 APPENGINE 39
2.4 GOOGLE BUSINESS MODEL AND CLOUD STRATEGY 39
2.4.1 MARKET STRATEGY 40
2.5 GOOGLE APPS MARKETPLACE AND MOBILE APPLICATIONS 41
2.5.1 GOOGLE CLOUDS 43
2.5.2 ECONOMIC OF THE CLOUD AND ITS BENEFITS FOR GOOGLE 43
2.5.3 SWOT ANALYSIS FOR GOOGLE CLOUD SERVICES 44
2.5.4 GOOGLE MOBILE CLOUDS POTENTIALS IN THE MOBILE COMMERCE INDUSTRY 47
2.6 NFC PAYMENT VS CLOUD-BASED PAYMENTS 49
2.6.1 ISIS WALLET 49
2.6.2 GOOGLE WALLET AND ITS SWOT ANALYSIS 50
2.6.3 GOOGLE WALLET CHALLENGES AND HOW TO OVERCOME IT 52
2.6.4 PAYPAL AND GOOGLE WALLET 54
2.6.5 VISA WALLET AND ITS SWOT ANALYSIS 55
2.6.6 SERVE BY AMERICAN EXPRESS E-WALLET AND ITS SWOT ANALYSIS 59
2.6.7 GOOGLE WALLET VERSES ISIS WALLET 60
2.6.8 COMPARISON BETWEEN CURRENT WALLET SYSTEMS 61
2.6.9 ADVANTAGES OF THE M-PAYMENTS SYSTEMS 62
2.7 MOBILE PAYMENTS MARKET 2012-2017 63
2.8 MOBILE PAYMENTS IN THE CLOUD 65
2.8.1 MOBILE DEVICES IN THE CLOUD 65
2.8.2 CLOUD-BASED MOBILE PAYMENT 68
2.8.3 PAYPAL CLOUD BASED MOBILE PAYMENT 69
2.8.4 GOOGLE VS AMAZON AS A CLOUD SERVICE PROVIDER: 70
2.8.5 HP TO PENETRATE THE CLOUD MARKET 71
2.8.6 CASE STUDIES 71
2.8.7 CASE STUDY 4 73
2.9 GOOGLE CLOUD TELEPHONY 76
2.10 GOOGLE TELEPHONY: CLOUD AND APPLICATIONS 78
2.10.1 GOOGLE IN THE CLOUD: POTENTIAL NETWORK ADVANTAGES 80
2.10.2 GOOGLE IN THE CLOUD: INCUMBENT NETWORK OPERATOR IMPLICATIONS 81
2.10.3 GOOGLE APPLICATIONS AS A PLATFORM TO INCUMBENT OPERATORS’ NETWORKS 83
3.0 EVOLUTION OF CLOUD SERVICES AND THE ROLE OF NETWORK OPERATORS 84
3.1 CLOUD ARCHITECTURES 85
3.2 CLOUDS TECHNOLOGIES 86
3.3 CLOUD-BASED SERVICE IMPLEMENTATION 87
3.3.1 FOR IT PROVIDERS 87
3.3.2 FOR DEVELOPERS 89
3.3.3 FOR BUSINESS 90
3.3.4 CASE STUDY: PIXAR 92
3.3.5 FOR CONSUMER USE 92
3.3.6 FOR GOVERNMENT USE 93
3.3.7 CLOUD TO CLOUD CALLING PARTY PAYS (CPP) 94
3.4 ANTICIPATED TRENDS, APPLICATIONS, AND PATENTS 94
4.0 NEW CHALLENGES AND OPPORTUNITIES 102
4.1 OPPORTUNITIES 102
4.2 MOBILE CLOUDS 103
4.2.1 CASE STUDY: IBM SOCIAL SOFTWARE ON MOBILE 104
4.2.2 THE ROLE OF INCUMBENT NETWORK OPERATORS IN MOBILE CLOUD 104
4.3 NEXT GENERATION NETWORKS AND LTE 105
4.4 SDP 106
4.4.1 BUSINESS AND TECHNOLOGY DRIVERS FOR IMS 109
4.5 BUSINESS AND TECHNOLOGY CHALLENGES FOR IMS 110
4.5.1 SUPPORTING LEGACY OPERATORS 110
4.5.2 BENEFITS OF SDP 114
4.5.3 SDP CASE STUDIES 116
4.5.4 SDP IMPLEMENTATION – BHARTI AIRTEL 118
4.5.5 SDP AS A PROGRESSION TO IMS 119
4.5.6 SDP CHALLENGES 120
4.6 SDP VENDOR ANALYSIS 121
4.6.1 TELECOM NETWORK INFRASTRUCTURE VENDORS 121
4.6.2 KEY PLAYERS AND THEIR STRATEGIES 122
4.7 IP MULTIMEDIA SUBSYSTEM (IMS) 122
4.7.1 ROLE OF IMS IN MITIGATING THE LIMITATIONS OF CONVENTIONAL WIRELINE AND WIRELESS ARCHITECTURES 126
4.7.2 CHALLENGES FOR IMS 129
4.7.3 MARKET AND TECHNOLOGY DRIVERS FOR IMS 129
4.7.4 IMS SUPPORTS THE DRIVE TO A NEXT GENERATION NETWORK (NGN) 130
4.7.5 MARKET DRIVER: NEED FOR MORE REVENUE AND BETTER MARGINS 130
4.8 PRESENCE 135
4.9 IMS AND SDP IN THE CLOUD 136
4.10 DEVICES 137
4.11 MOBILE HANDSETS 140
4.11.1 2G HANDSETS 143
4.12 3G HANDSETS 146
4.12.1 VOIP OVER LTE 147
4.12.2 MOBILE IP 148
4.12.3 THE MIGRATION FROM IPV4 TO IPV6 149
4.13 4G HANDSETS 153
4.13.1 3GPP LTE AND 4G HANDSETS 155
4.13.2 DIFFERENCES BETWEEN 3G AND 4G SYSTEMS 156
4.14 TABLETS 157
4.14.1 IPAD FROM APPLE 157
4.14.2 MOTOROLA XOOM 159
4.14.3 GALAXY TAB 159
4.14.4 LG G-SLATE 161
4.14.5 FUTURE OF THE TABLETS 162
4.14.6 CONCLUSION ON TABLETS 162
4.15 ANALYSIS ON HANDSET (OS DEVELOPMENTS) 164
4.15.1 ANDROID OS 164
4.15.2 BLACKBERRY 165
4.15.3 IOS 165
4.15.4 .NET COMPACT FRAMEWORK 165
4.15.5 BREW 166
4.15.6 POCKET PC AND MICROSOFT SMART PHONE 166
4.15.7 PALM OS 166
4.15.8 LG, SAMSUNG, MOTOROLA & SONY-ERICSSON 166
4.15.9 ATT, VERIZON WIRELESS & SPRINT 166
4.15.10 ANALYSIS OF DEVELOPER SUPPORT PROGRAMS 168
4.15.11 SWOT ANALYSIS BY PHONE/MANUFACTURER 168
4.15.12 JAVA ME 171
4.15.13 SYMBIAN 171
5.0 FORECAST 2011-2017 175
6.0 LEGACY OPERATORS 179
6.1 LEGACY OPERATORS IN THE CLOUD’S VALUE CHAIN 179
6.1.1 TELECOM AS A CLOUD SERVICE PROVIDER 180
7.0 SUMMARY AND RECOMMENDATIONS 182
7.1 FOR CLOUD PROVIDERS 185
List of Figures
List of Tables
