Edward gubbins current-analysis-focus-day

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LTE World Summit Barcelona May 2012
MASTERCLASS

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Edward gubbins current-analysis-focus-day

  1. 1. Outsmart Your Competitors Navigating the Vendor Landscape Diameter Signaling May 22, 2012 Presented by: Ed Gubbins Senior Analyst egubbins@currentanalysis.com Washington DC / London / Paris Follow Current Analysis© Current Analysis Inc. All rights reserved.
  2. 2. Navigating the Vendor Landscape Top Functions of Diameter Traffic-Handling Equipment Function Description Load-Balancing Relieve congestion and distribute workloads across devices (PCRFs, charging systems, MMEs, HSSs and policy enforcement points) Roaming Exchange information to enable subscribers to access the same services and policies on visited networks Interworking & Mediation Normalize message exchanges between devices using legacy protocols or different variants of Diameter Centralized Routing Track device status, avoiding complex mesh of inter- device chatting Standards Compliance Meet industry standards requirements (e.g., 3GPP DRA & GSMA DEA specs) Follow Current Analysis 2© Current Analysis Inc. All rights reserved.
  3. 3. Navigating the Vendor Landscape Near-Term Drivers: • New Players • Deployments • Standards • Product Performance • Emerging Taxonomy Follow Current Analysis 3© Current Analysis Inc. All rights reserved.
  4. 4. Navigating the Vendor Landscape Diameter Traffic-Handling Equipment Market Breakdown Early Movers Newer Entrants Potential Entrants Acme Packet Intellinet RAN Vendors (ALU, Huawei, NSN) F5 / Traffix Ulticom SBC Vendors (GENBAND, Sonus) Openet Ericsson Policy/Charging Vendors (Volubill, Comptel) Tekelec Cisco Follow Current Analysis 4© Current Analysis Inc. All rights reserved.
  5. 5. Navigating the Vendor Landscape Different Takes on The… SIGNALING STORM Ulticom: A Storm’s Coming! Tekelec: A Storm’s Coming, But It’s Not a Bad Thing Ericsson: There Is No Storm Follow Current Analysis 5© Current Analysis Inc. All rights reserved.
  6. 6. Navigating the Vendor Landscape Diameter Traffic-Handling Equipment Market Breakdown Product Orientation Differentiation Acme Net-Net Policy Session border Market-leading SBCs and Packet Director control installed base; IP expertise; core + edge gear F5 / Traffix Signaling Data center / Diameter expertise, broad Delivery Diameter interface support; functional Controller agnosticism Openet Dynamic Context OSS/BSS (policy Subscriber optimization Router and charging) focus straddles IT & network; real-time contextual routing Tekelec Diameter Core signaling SS7, SIP + policy control Signaling Router routing expertise; network performance + policy integration Follow Current Analysis 6© Current Analysis Inc. All rights reserved.
  7. 7. Navigating the Vendor Landscape Diameter Is Like…SIP • Similar Security Challenges • Dynamic Packet Flows Founded: 2000 Acme Says: HQ: Bedford, Mass. (U.S.) 2011 Revenue: $307M Edge DSC Similar to SBC Session Border Control Competitors Would Say: Q1 2011: Net-Net Policy Director Lacks Expertise with Legacy Protocols Follow Current Analysis 7© Current Analysis Inc. All rights reserved.
  8. 8. Navigating the Vendor Landscape Diameter is like…SS7 • Complex • Best Done in Core Founded: 1971 HQ: Morrisville, N.C. (U.S.) Tekelec Says: 2010: Diameter Signaling Router • Intelligent Core Router • Monetize Signaling With New 2010: Acquired Policy Management Business Models Vendor Camiant for $130M and Subscriber Data Management Competitors Would Say: Vendor Blueslice for $35M • Old Guard of SS7 • Overkill Follow Current Analysis 8© Current Analysis Inc. All rights reserved.
  9. 9. Navigating the Vendor Landscape Diameter is Like…Diameter • Specific Expertise Needed • 50 + Interfaces Founded: 2005 (Traffix) F5 Says: HQ: Tel Aviv, Israel Diameter Specialist Traffix = Diameter Specialist F5 = Load-Balancing Expert 2009: Diameter Routing Agent Monetization Opportunity 2011: Signaling Delivery Controller Competitors Would Say: Acquired by F5 in Q1 2012 Founded: 1996 • Company Too Small HQ: Seattle, Wash. (U.S.) • Service Provider Focus? IP/Data/App Appliances 2011 Revenue: $1.15B Follow Current Analysis 9© Current Analysis Inc. All rights reserved.
  10. 10. Navigating the Vendor Landscape  Recommendations  Watch signaling traffic volumes closely  Plan DSC deployment to avoid performance problems  Know the implications of different configuration models  Consider monetization of signaling traffic  Get involved with standards Follow Current Analysis 10© Current Analysis Inc. All rights reserved.
  11. 11. Thank you Name: Ed Gubbins Title: Senior Analyst, Mobile Access Email: egubbins@currentanalysis.com Phone: 703.788.3609 Twitter: @EGubbinsAnalyst Website: www.currentanalysis.com Follow Current Analysis 11© Current Analysis Inc. All rights reserved.

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