Das Internet der Dinge ist einer der Haupttreiber der Digitalisierung: Strategiepapier zum Thema Industrie 4.0 / Internet of Things: Device Insight

Der Begriff Internet of Things steht synonym für eine der größten Veränderungsdynamiken unserer heutigen Zeit – die zunehmende Vernetzung und Automatisierung von Geräten, Maschinen und Produkten. Industrie 4.0 ist Teil dieser Veränderungsdynamik und beschäftigt sich im Kern mit dem Produktionsprozess in einer „Smart Factory“ durch hoch vernetzte und automatisierte Maschinen. Das Internet der Dinge fokussiert […]

Glückwunsch an Apple – zehn Jahre iPhone – Inbegriff von „Consumerization of IT“

Mit dem iPhone und der damit einhergehenden Definition des Taschencomputers als erstes Smartphone hat Apple unbestreitbar Großes geschaffen. Mehrere Manager von Apple haben entsprechend auch epische Aussagen über den Meilenstein getroffen. So wie der CEO, Tim Cook, der das iPhone als Teil des Lebens betrachtet. Sicherlich hat kaum eine andere Erfindung das Leben unterwegs im […]

CES 2017 – Bellwether of Next-gen Enterprise IT User Experiences?

Bruce Guptill, Jim Hurley, Ron Exler Research Alerts

What is Happening?

CES – formerly known as the Consumer Electronics Show – now underway in Las Vegas, traditionally has been a conference about consumer gadgets and gizmos, and not about enterprise IT. But we see this year as different; it is the year CES transitions from largely disconnected or loosely-connected gadgets and gizmos, to one where devices from augmented reality systems to drones to autonomous vehicles to sensors and controllers become interconnected via 5G and immersive broadband, and utilize context-led data mining and machine learning, and degrees of cognitive capabilities, to transform end-user experiences.

What is important for ISG Insights clients is that the immersive, user-centric IoT experiences being showcased at CES this week are going to create new demands for customer, employee, and partner experiences in the workplace; the use cases showcased at CES are early indicators of where user experience for enterprise IT is headed, and its inherent IT management challenges.

Why is it Happening?

In addition to being a coming-out party for new gadgets and consumer services, CES is an indicator of what is just around the corner involving user-oriented technology innovation. In and among the technology provider announcements, sessions introduce, explain, and demonstrate incredibly diverse consumer and commercial IT as diverse as artificial intelligence, autonomous vehicles, 5G and ATSC broadband, connected cars, entertainment, healthcare, IoT, mobility, public safety, smart cities, transportation and wearables.

But this year is a bit different than past years at CES. This year’s focus on the interconnection between people and their experience with interconnected devices, data, and applications indicates that a new era is underway in the innovative consumer electronics industry. Instead of being about disconnected or loosely connected, the innovations being showcased at CES are forecasting where user experience technology innovation is going, using the convergence of data, devices, immersive connectivity, machine learning and emerging uses of cognitive artificial intelligence.

We see strong focus on the interconnection between voice activation and the command and control of devices and associated services, including messaging, calendaring, device or system access, streaming content, and environmental controls, including those in automotive vehicles. Use cases are being demonstrated this week for all of these interconnected user-controlled-and-customized capabilities across automotive, entertainment, healthcare, transportation, and smart city / public safety applications and environments. This is an important aspect of the growing trend toward greater adoption and adaptation of more immersive user experiences (including wearables, augmented reality, and social IT) in more environments.

Net Impact

In much the same way as the PC, laptop and then smartphones redefined the user experience in the past few decades, we expect this year’s CES will be the beginning act of a longer-term evolution that will again redefine customer experience for enterprise IT. Our experience suggests that key developments demonstrated at CES this year becomes what individual users expect in their business IT environments within the next two years.

The immersive, highly-integrated, voice-commanded environments showcased at CES 2017 are unlikely to make strong commercial showings immediately, but the users will be bringing them in to the enterprise very soon. The most likely early areas of enterprise adoption will be in systems or processes with multiple sets of relatively simple tasks that utilize readily-available information services of some type.  But these early initiatives will help to rapidly develop and refine an increasing range of business environment use cases through 2018. Much of this will be disruptive to enterprise IT management, driven by individual and small group initiatives similar to early Cloud adoption instances.

The net problem to be anticipated and addressed is as follows: An unpredictable mix of traditional and nontraditional devices used by a rapidly-growing number and range of users in nontraditional ways to access and control both traditional and nontraditional (and likely non-approved) services will test resource management and system security at tens of thousands of intersecting points daily – while creating massive amounts of user/device/resource data. Clients of ISG Insights will see continuous updates and guidance on all aspects of this combined burgeoning problem and innovative adaptation of consumer IT for enterprise business.

Digital Workspace Services & Solutions ISG i3 Vendor Benchmark 2017 für Deutschland – Research-Phase beginnt

Durch die voranschreitende Digitalisierung aller Lebensbereiche auf der Seite der Endkonsumenten werden auch die Unternehmen gezwungen, ihre Geschäftsprozesse sukzessive umzustellen. Der Beleg dieses Trends ist das unangefochtene Marktwachstum im Segment Cloud Computing. Aber auch im Bereich des Digital Workspace, der immer häufiger auch aus der Cloud geliefert wird. Viele Anwenderunternehmen haben erkannt, dass ihr traditioneller […]

Autonomes Fahren – vom Kunden nicht gewünscht!

Bottom Line (ICT-Anbieterunternehmen): Autonomes Fahren ist ein interessantes Thema, aber die deutschen Autofahrer wollen immer noch selbst eingreifen können. Anbieter sollten daher eher andere Connected-Car-Themen priorisieren.   Mehrere Studien sagen einen immensen Markt für autonomes Fahren voraus und zeigen auf, dass auch die Deutschen dafür bereit sind. Doch bereit sein heißt nicht automatisch wollen. Der […]

Hosting und Managed Infrastructure Services sind neben Cloud Services immer noch extrem wichtig

Infrastructure Services sind trotz der zunehmenden Bedeutung von Cloud Services noch immer ein wesentlicher Pfeiler des IT-Marktes. Die wenigsten Unternehmen sehen es heute noch als zielführend an, eigene Rechenzentren zu bauen, zu unterhalten und auf einem angemessenen Standard zu halten. Gleichzeitig macht eine zunehmende Ressourcenknappheit im Bereich der qualifizierten Administratoren einen Eigenbetrieb schwierig. Entsprechend wächst […]

Grußwort zum Jahreswechsel

2016 war ein äußerst ereignisreiches Jahr. In der Weltpolitik zeigten sich Umbrüche, die auch voraussichtlich unsere Märkte beeinflussen werden. Hierzu passt, dass die Unternehmen in Europa die allergrößten Herausforderungen im Rahmen der Digitalisierung primär nicht nur bei IT-bezogenen Themen, sondern besonders in der (Führungs-) Kultur und der Bereitschaft zum organisatorischen Wandel sehen. Nichtsdestotrotz war der ICT-Markt deutlich in Bewegung. Dies zeigte sich nicht zuletzt an zahlreichen milliardenschweren Übernahmen, mit denen sich viele Anbieter für die Herausforderungen in rasant sich wandelnden Märkten wappnen wollen. Sei es etwa, indem die Möglichkeiten des Internets der Dinge angestrebt werden, der Wandel zum Dienste-Provider vorangetrieben wird oder das Momentum einer gewaltigen Netzwerk-Community dem Geschäft zu Gute kommen soll.

Auch für Experton Group selbst war 2016 ein sehr bedeutendes Jahr. Im März wurde unser Unternehmen von der Information Services Group (ISG) übernommen. ISG ist eines der führenden Marktforschungs- und Beratungshäuser im Informationstechnologiebereich und weltweit aktiv. Die Dienstleistungsangebote unserer beiden Unternehmen sind komplementär und ergänzen sich sehr gut. Der Marktforschungsfokus von Experton Group passt zu den immer wichtiger werdenden Digital Services von ISG. Durch unsere Vendor Benchmarking Services erhält ISG zudem ein neues Standbein, welches weltweit genutzt werden kann. Ein erstes gemeinsames Portfolio haben wir bereits auf unserer Hauskonferenz „Expertonale“ zusammen mit ISG vorgestellt. Unser Ziel dabei ist, für Sie die Markttrends auch 2017 mit zeitgemäßen, innovativen Beratungs-, Analyse- und Research-Methoden zu begleiten.

Zum Ausgleich des in unserer Branche vorherrschenden Innovationstempos wünschen wir und das gesamte Team der Experton Group Ihnen ruhige und erholsame Festtage, einen guten Jahreswechsel und viel Glück, Erfolg und Gesundheit im neuen Jahr.

Frank Heuer Frank Heuer Frank Heuer Frank Heuer

Jürgen Brettel
Vorstandsvorsitzender

Nils Bachmann
Vorstand
Bernd Schäfer
Managing Director
ISG Germany
Barbara Florschütz
Partner ISG Germany

Live-Streaming-Dienste sind im Trend

Bottom Line (ICT-Anwenderunternehmen): Gegenwärtig fehlen konkrete Use Cases für Live-Streaming-Dienste, vor allem im Business-Umfeld, so dass sich die Nutzung noch vornehmlich auf das Privatleben oder spontane Ereignisse konzertiert. Unklare Rechtslagen auf Veranstaltungen sowie hinsichtlich Urheberrechten erschweren die Überführung in konkrete Einsatzszenarien. Journalisten sowie Verlagshäuser haben die Möglichkeiten jedoch bereits für sich entdeckt. Bottom Line (ICT-Anbieterunternehmen): […]

Banken als digitale Technologieunternehmen

Im Zuge radikaler Veränderungen der Bankenindustrie steht das Management vor der Herausforderung, die Digitalisierung aktiv zu gestalten. Ziel der Banken ist es, die bestehenden Geschäftsprozesse zu digitalisieren und durchgängige digitale Geschäftsmodelle zu entwerfen und umzusetzen. Von der Bank-IT wird erwartet, dass sie innovativ, schnell und flexibel die dafür notwendigen Projekte realisiert. Zu den disruptiven Trends […]

Data Center Deals – Telcos Getting Down to Core Business

Charlie Burns Research Alerts

What is Happening?

On 31 Oct., CenturyLink (CTL) and Level 3 Communications (LVLT) announced a definitive merger agreement, under which CenturyLink will acquire Level 3 Communications in a cash and stock transaction totaling approximately US$34 Billion.

On 4 Nov., CenturyLink announced the US$2.2 Billion sale of 57 data centers and its co-location business to funds advised by BC Partners, in a consortium including Medina Capital Advisors and Longview Asset Management.

Then on 6 Dec., Verizon Communications Inc. announced the sale of 24 data center sites and the associated customers to Equinix Inc. for US$3.6 billion.

Beyond the press releases and trade publication articles focusing on the sizes of these transactions, we see one question many enterprise IT organizations should be asking: How do these transactions impact alternatives for IT infrastructure and potential transformation to digital business?

Why is it Happening?

The telecom arena is experiencing intense competitive pressure between traditional network providers such as AT&T, CenturyLink, and Verizon, and mobile-focused providers such as Sprint, T-Mobile, and Verizon (again). All are contending for a shifting base of consumers and enterprise customers that increase revenues in an expanding variety of means, from network traffic to advertising.

ISG sees all three of these recent telco transactions as indicators of an emerging strategy within the major telecom companies: shedding non-core, and potentially declining, businesses to sharpen focus on core businesses and enable increased focus on pursuit of the growing Cloud market.

CenturyLink’s acquisition of Level 3 is intended to strengthen its core business by significantly increasing its telecom bandwidth assets. And CenturyLink’s sale of data centers and associated co-location business will provide funds to partially offset the cost of the Level 3 acquisition and enable a more narrow focus for the company. Verizon’s sale of data centers and associated customers is intended to provide funds to invest in its cellular business and narrow its focus.

Net Impact

At the time of the transactions, we observed that the acquisition of Level 3 would result in significant enhancement to CenturyLink. We highlighted the benefits of the acquisition as:

  • Increasing CenturyLink’s US footprint by 200k+ fiber route miles. The combined company will be 2nd only to AT&T as a provider of fiber/Ethernet.
  • Significantly expansion of CenturyLink’s international reach by 300k+ fiber route miles and becoming a strong LATAM and APAC competitive presence, along with NA and EU.
  • Level 3’s content delivery network (CDN) in the streaming media space is one of the strongest in the country. This is especially relevant due to the growing demands for streaming multimedia.

And, pertaining to the sale of the data centers and associated businesses we observed that CenturyLink stated its intent to “continue to focus on offering customers a wide range of IT services and solutions, including network, managed hosting and cloud.” We interpreted the transaction as CenturyLink shifting from providing traditional data center and co-location space to pursuing the market that increasingly favors managed hosting, Cloud, and high volume data transmission. This approach builds on CenturyLink’s acquisition of Savvis in April, 2011.

Similar to CenturyLink, Verizon’s sale of 24 data centers is narrowing its focus and reducing its cost structure by eliminating data center and co-location services while retaining managed hosting and Cloud. This approach builds on Verizon’s acquisition of Terremark in January, 2011.

ISG sees both CenturyLink’s and Verizon’s transactions as recognition of the evolving IT requirements of many enterprises. Adoption of Cloud-based IT infrastructures is increasing both horizontally across enterprises and vertically within enterprises. Characteristics of application workloads for business units are evolving with increasing levels of data transmission due to the Internet-of-Things (IoT), the Industrial-Internet-of-Things (IIoT), analytics, support for mobile workforces, and increasingly sophisticated user interfaces.

The bottom line is that we view the CenturyLink and Verizon transactions as likely beneficial to enterprise IT organizations, as well as to both CenturyLink and Verizon . For example, the CenturyLink & Level 3 combined company will be a major competitor in the US business telecom market. We are optimistic that the combined company will result in reduced costs which will lead to more competition in the marketplace.

Verizon’s transaction will not only infuse cash and improve its overall cost structure, it should enable the company to be more competitive in the evolving IT and cellular market.

On the other side of the coin, we see the acquisition of data centers and associated customers as beneficial to the BC Partners consortium, to Equinix, and to enterprises requiring data center and co-location services – including those seeking “edge”-based storage and processing that can improve the performance of IoT and other distributed, Cloud-enabled capabilities.

As we have stated repeatedly for several years, some application workloads are not appropriate for a Cloud-based infrastructure. Further, we project a growing requirement for data center space for “local” processing within major metropolitan areas. Thus, we project that strategically located data center and co-location services will likely remain a profitable business for the foreseeable future if an efficient cost structure can be maintained.

This Research Alert was originally published by ISG Insights, our ongoing globally-focused premium subscription research service. To learn more about ISG Insights, go to http://insights.isg-one.com where you can register for a Research ID that will provide access to some of our complementary content.