Sandvine CEO: We see IBM as a Big Part of Our Future

Sandvine published its Q3 results (revenues of $27.3 - here - as expected following its preliminary announcement). During the earning call, David Caputo, CEO made several references to the relations with IBM:

• "IBM was a 10% plus customer [see chart] in the quarter and sold product to three end customers. We also had one 10% plus end customer in the quarter. Together, these customers represented 24% of revenue in Q3. We have no 10% plus customers for the year-to-date, we remain pleased by this diversification.
  
  [Related post "Sandvine: IBM is a 10% Reseller with an "active pipeline of opportunities"  - here]
   
• Certainly we are excited that we closed three deals with IBM. We see them as a big part of our future in terms of someone who is looking to integrate best-of-breed solutions.
  
  We have certainly individual countries largely outside of North America we have localized partners that help us with supporting in local language and that sort of thing. 
  The IBM relationship is continuing to develop. In that, there were workshops recently on some business intelligence initiatives that they are looking to pitch and get trained on enough to do further integration to some of their solutions, but as you could see the mix to direct is a little bit more pronounced as we become a larger player, as we become more familiar with some of the larger customers outside of North America, some of them are feeling more comfortable to take that business direct with us as well". 

See "Sandvine's (SNVNF) CEO Dave Caputo on Q3 2015 Results - Earnings Call Transcript", by SeekingAlpha, here.

ALU Transforms Telefonica's IP Network; Sandvine Remains Happy

Alcatel-Lucent
7750-12 

  
Alcatel-Lucent announced it is "transforming Telefónica’s fixed and mobile networks with its IP technology and services expertise to meet growing consumption of data and video by its customers – while ensuring optimal operational cost and efficiency".

Later in the release (see below), ALU states the 7750 Service Router (7750 SR-12) will be part of the transformation. Among its many features, the 7750 is also ALU's DPI based traffic manager used in both fixed and mobile networks.

As Telefonica is a long-time Sandvine customer for its DPI needs, I asked Sandvine about the impact of this project on their business with Telefonica. Their response follows:

"Alcatel Lucent has always been a vendor into Telefonica, and we sold into Telefonica using them until a little while ago. We now use a combination of IBM and direct sales. In short, the threat of replacement by an integrated NEV has been there the whole time, but Telefonica has consistently chosen to go best-of-breed with Sandvine – a decision that is made centrally. We are by now well entrenched in their business processes. The Telefonica Group remains a big customer of ours as you know, and while you can never say never, we are happy with that relationship" 

Related posts:

• "ALU's DPI Device to Get a 400GE Interface" here 
• "ALU Positions the 7750-SR as a DPI based Mobile Application Assurance Gateway" - here). 

Back to the announcement:

"Video content is causing data traffic to rise dramatically across Telefónica’s networks .. Demand is also growing amongst Telefónica’s mobile subscribers, as well as amongst customers of its fixed access business, driven by the operator’s announcement earlier this year that it will triple the speeds of its fiber fixed-line services. As a result of this demand, Telefónica aims to increase network capacity and reduce complexity to allow it to manage traffic with even greater efficiency: 

• Alcatel-Lucent will replace older routers within the network, using its IP routing portfolio to perform core routing and layer two and three edge routing functions and act as a broadband network gateway for the provision of residential services. Alcatel-Lucent will deploy the 7950 Extensible Routing System, the 7450 Ethernet Service Switch (7450 ESS-MM), and the 7750 Service Router (7750 SR-12).
   

  

  5620 SAM – Assurance visualization
  for network & service operations

• End-to-end management will be provided by the Alcatel-Lucent 5620 Service Aware Manager
   
• Alcatel-Lucent offers a comprehensive portfolio of hardware and software based routing functionalities for enhanced network efficiency, allowing service providers to address the overwhelming growth in video and data traffic and offering a seamless migration toward virtualized network architecture, using NFV. Alcatel-Lucent recently announced an extension of its collaboration agreement with Telefónica to test NFV functions, following outstanding lab test results achieved by the Alcatel-Lucent Virtualized Service Router.

See "Alcatel-Lucent transforms Telefónica’s IP network as demand grows for highest network performance to deliver data and video" - here.

[Analysys Mason]: $2.3B Analytics Market in '14; SAS, IBM and Oracle Lead

A new report by Justin van der Lande, Principal Analyst, and Atul Arora, Analyst, Analysys Mason finds that "The analytics systems market generated USD2.3 billion in revenue worldwide during 2014"

Previous report (Sep. '14)showed revenues of $2.1B revenues for 2013, with expected CAGR of 12.9% (here).

Back to the current report:

• Vendors of general-purpose analytics tools have increased their efforts to provide solutions for communications service providers (CSPs)
   
• Every major telecoms OSS/BSS vendor has developed a big data analytics strategy, mostly based on Hadoop technologies
   



SAS Visual Analytics

• North American CSPs continued to account for the largest proportion of telecoms spending on analytics systems.

• SAS Institute provides customer insight solutions for marketing departments within CSPs and is building on this core competency to expand installations to support new use cases
   
• IBM is closing on SAS’s position as market leader. Its acquisition of The Now Factory has given it additional capabilities specifically for CSPs. IBM is fuelling growth by addressing non-telco-specific requirements.
   
• Oracle’s core analytics capabilities continue to provide key functionality within CSPs. Its products support streaming data, data storage and a bundle of pre-defined use cases.

See "Analytics software systems: worldwide market shares 2014" - here.

[MarketsandMarkets]: Network Analytics Market Growth CAGR - 25.6%

A recent report finds that "The network analytics market is expected to grow from $589.6 million in 2014 to $1,842.2 million by 2019, at a Compound Annual Growth Rate (CAGR) of 25.6%. 

Although the mature markets (such as the U.S. and the U.K.) hold larger shares in the network analytics market, the Asia-Pacific region is expected to grow at the highest CAGR of 32% during the forecast period. Growing network traffic, upgradation of technologies, Quality of Experience (QoE), maintenance and targeted marketing are expected to remain the major drivers behind increased adoption of network analytics solutions. 

Through network analytics solutions, organizations can avail benefits such as monitoring and analysis of real-time and historical data, getting network summary via dashboards, traffic management, network capacity planning, routing efficiency assurance, and congestion analysis. Moreover, emerging economies such as India, Brazil, Singapore, and China are creating growth opportunities for the network analytics market in these regions. "

Major players in the market are IBM, Cisco, SAS, Tableau Software, Sandvine, Procera Networks, Accenture, Calix Inc., and JDSU. These players along with the others present in the market are expected to make a big impact in this rapidly growing marketplace in the next five years". 

See "Global Network Analytics Market 2015-2019 - Mobile, VOIP and Fixed Line, Unified Communications Analysis of the $1.8 Billion Market" - here.

Samsung Partners with IBM and Guavus for QoE-Based OSS

Samsung announced recently "key partnerships with IBM and Guavus to provide comprehensive Operational Support Systems (OSS) offerings to mobile network operators. Samsung’s newly launched portfolio of operational support systems, CognitiV OSS [see "Samsung Electronics Targets High Quality Data Services with CognitiV Analytics" - here]  will help mobile service providers to manage and optimize their networks in a proactive and intelligent way. 

Based on information collected from network elements and user traffic, CognitiV OSS analyzes users’ service quality of experience (QoE) in real-time, which provides automated network optimization and root-cause analysis of service quality degradation.

• Through the strategic alliance, Samsung and IBM will collaborate on overall OSS technology and develop new business opportunities. Samsung’s leadership in the LTE market and IBM’s long experience with OSS will create important synergies for the development of an advanced OSS platform.

• Samsung is also working closely with Guavus on developing analytics technologies to bolster its innovative OSS offering. As networks grow increasingly dense and sophisticated, the importance of big data analytics is becoming more and more apparent. Samsung will work with Guavus’ analytics expertise to develop real-time analysis capabilities that are optimized for radio networks.

See "Samsung Electronics Partners with IBM and Guavus for Next Generation OSS Offerings" - here.

[MarketsandMarkets] NI Market to Reach $1.8B by 2019

A new report by MarketsandMarkets finds that ".. the network analytics market to grow from $589.6 million in 2014 to $1,842.2 million by 2019, at a Compound Annual Growth Rate (CAGR) of 25.6%.

North America (NA) is expected to be the largest network analytics market in terms of revenues generated, but Asia-Pacific (APAC) is expected to emerge as a high-growth market."

The previous forecast was "$487.9 million in 2013 to $1672.5 million in 2018" (See "[MarketsandMarkets] Network Analytics Market to Reach $1.7B by 2018" - here)

Vendors covered are Accenture, IBM, Cisco, SAS, Tibco, Tableau Software, Calix, JDS Uniphase, Procera Netwroks and Sandvine.

See "Network Analytics Market by Deployment Types (On Premise, On Demand), by Applications (Mobile, VOIP and Fixed Line, Unified Communications), by End Users (Cloud Service Providers, Telecommunications) - Global Forecast to 2019" - here.

[ABI]: New Video Delivery Technologies

A new report by Sam Rosen [pictured], Practice Director, ABI Research finds that video delivery technology has to be adapted to be able to meet demand and quality.

"A few trailblazers are working on disruptive innovations. Areas such as the inability of TCP delivery to keep up with high throughput demands, the lack of perceptual tools in modern codecs, as well as the inefficiency of storage within CDNs all pose significant additional challenges within the ecosystem. A number of innovative companies, from startups to more mature businesses, are addressing these issues: bitmovin [transcoding and players], beamr [Optimization], Akamai, Aspera [High-speed transfer] (part of IBM), Vantrix [here], and Conviva [Analytics]".

“Of the areas we examined, carrier equipment for video delivery, transit replacements for TCP, and real user monitoring (RUM)/application performance monitoring (APM) applied to video have the largest market potential and are expected to be the most pervasive in tomorrow’s video services .. Meanwhile, OTT monitoring is expected to remain a niche market. These disruptive innovations will lead to about US$1.5 billion in 2020 revenues across a variety of industries”.

See "Video Delivery Requires New Codecs, Improved Network Protocols and Analytics" - here.

Sandvine: IBM is a 10% Reseller with an "active pipeline of opportunities"

Sandvine published its Q3 results (see "Sandvine Reports Q3 2014 Results" - here). Revenues were $27.9M, within the range estimated by the company at the beginning of Q4 (see "Sandvine Receives $5M Expansion Order (CALA)" - here).

During the earning call, Sandvine's CEO, Dave Caputo, explained that "When we provided our Q3 revenue estimate, we had explained that a couple of significant deals that we had been working on during the quarter were delayed. We have now closed one of those deals .. the other deal that I referenced in my call still hasn’t closed and can be as far out as December. We’re still confident that we can win that business but sort of stuff happens and there is no question that it takes sales effort to continue to bring those over the line, and so I wouldn’t read into that".

Scott Hamilton [pictured], CFO, added - "I’m certainly getting the feeling that customers are becoming more focused on particular things that I believe is going to defer revenue into a period after from which we’ve received the order, and so while on a long-term basis that doesn’t necessarily impact us, it could impact short-term results from period to period" (i.e. acceptance by customers).

Sandvine filling to the Canadian Authorities (here) shows that for the first time, IBM joins Alcatel-Lucent as a 10% reseller (see also "Sandvine CEO Bullish on IBM Relations" - here and IBM's document - "Dynamic Policy Management for Mobile and Fixed Networks" - here).

Dave explains: "Certainly, we’re very pleased and excited to see the IBM relationship develop .. it was a couple of end customers that drove that, but there is an active pipeline of opportunities, so hopefully this won’t be the last time. They are a major reseller for us. We like system integrators who like to pull together best-of-breed solutions to provide a compelling use case for our customers and no one can doubt IBM’s resolve on the business intelligence, smarter planet, smarter networks, network analytics side of that, that’s a big part of their global corporate messaging and theme". 

See "Sandvine's (SNVNF) CEO Dave Caputo on Q3 2014 Results - Earnings Call Transcript", by SeekingAlpha, here.

Survey: Operators Satisfaction from OSS/BSS Vendors

Jason Marcheck [pictured], Research Director, Current Analysis, published a summary of a "OSS/BSS purchase drivers and vendor satisfaction from large operators around the globe representing approximately half of the global telecom CapEx spend".

The main conclusion is - "The companies that topped the list in questions related to vendor satisfaction seem to be better known as large SI players than as OSS/BSS specialists"

Jason describes his thoughts on the grades and concludes - "I hear a lot of OSS/BSS vendors beam with pride that that they are “product companies,” with the clear implication being that operators value the product more than the SI that comes in and pulls it all together. That is a good story. However, our results say that delivery matters most" 

See "OSS/BSS Vendor Satisfaction – Are “Product Companies” Missing the Boat on Delivery?" - here.

Sandvine CEO Bullish on IBM Relations; SDN and NFV will Take Time

Sandvine published its 2013 annual report. In the Letter to the Shareholder, Dave Caputo [pictured], Sandvine CEO, says: "In late 2012, we partnered with IBM [here and here] as a new reseller of our solutions; I am pleased that Sandvine’s products are now fully productized within the IBM partner ecosystem. This joint relationship is encouraging and we expect to announce further wins in 2014".

See IBM's document "Dynamic Policy Management for Mobile and Fixed Networks" - here.

"During 2013, we continued to demonstrate our readiness and commitment towards Software Defined Networking (SDN) and Network Functions Virtualization (NFV), by being the first vendor to demonstrate a completely virtualized network policy control solution. 

We have set up initial solution partnerships with Juniper Networks for SDN [see "Juniper's View on Sandvine SDN/NFV Integration" - here] and Dell for NFV [see "Sandvine: 'leading edge CSPs around the world are currently working with Sandvine on virtualization pilot projects'" - here], and have announced some initial customer successes. SDN and NFV represent architectural shifts for our customers, so we do not expect material revenue from solutions delivered in this manner for a few years, but it is important to establish our leadership now".

[CORR] Sandvine CEO: "Large system integrators are going to become increasingly important to us"; Explains PCRF Business

Based on feedback from Sandvine, the paragraph on IBM below has been corrected :

Sandvine published its Q3 results (see "Sandvine Reports Q3 2013 Results" - here), showing 25% growth in revenues (Y/Y and Q/Q) to $27.2M and net income of $4.7M.

Dave Caputo [pictured], Sandvine CEO provided some additional information during the company's earning call:

• we won our second customer with IBM. Our joint pipeline is encouraging and we may be able to announce further wins this year. We are also pleased with the progress towards both productization with IBM and expect to complete that process in the coming months .. we won our first customer back with them, back in Q4 2012 and it was in Africa .. they [IBM] are just looking for ways to feed their large data warehouses to help service providers come out with good decisions on how to retain customers and how to generate new services so that they generate new revenue streams with them. So I think it's a bit of the future for Sandvine that large system integrators are going to become increasingly important to us and IBM is a good one to have
   
• EMEA and APAC have been driving our revenue growth

• .. I think the business models for SDN [see "Sandvine Join Juniper's SDN Partnership"- here] and virtualization have still to be written out there and there is some service providers that have focused on CapEx strategy and some of that are focused on OpEx strategies or combination thereof.
   
• ..on the PCRF side [see "Sandvine Will Compete on PCRF Projects" - here], the policy control side of things from the software architectures, there are many-many vendors out there that have sold a PCRF. There might be as many 50, 60, 70 vendors and there [here] is a few that have had more success than others particularly [Tekelec] which became Oracle and couple of others have had a little bit more success there, but what we’re seeing is, there is potentially an upgrade cycle that’s already occurring in that space where people have made those decisions two or three years ago. .. We are seeing potential upgrade cycle that’s been driven by our latest offering .. We certainly don’t want slow those guys down and we think we have an upgrade cycle that we should participate in this coming year we've already seen it

See "Sandvine Corp's CEO Discusses Q3 2013 Earnings Call Results - Earnings Call Transcript", by SeekingAlpha, here.

[MarketsandMarkets] Network Analytics Market to Reach $1.7B by 2018

 

A new research by MarketsandMarkets finds that the "The network analytics market is estimated to grow from $487.9 million in 2013 to $1672.5 million in 2018, at a Compound Annual Growth Rate (CAGR) of 27.9% from 2013 to 2018. In the current scenario, telecommunication vertical continues to be the largest contributor for network analytics solutions. In terms of regions, North America is expected to be the biggest market in terms of revenue contribution, while the APAC region is expected to experience increased market traction, in due course.

 

Solution providers such as IBM, HP, Sandvine, Empirix [see "Empirix Enhances Analytics" - here], Procera Networks, Accenture, Danaher Corporation [Tektoronix, Arbor Networks], and many others are expected to provide innovative solutions by continual encapsulation of multiple use cases and at competitive prices in order to fulfill the need of providing complete network analytics solution. Network operators, cloud service providers, and Banking, Financial Services, and Insurance (BFSI) sector will remain the major consumers of network analytics solutions"

 

See "Network Analytics Market worth $1672.5 Million by 2018" - here.

Sandvine CEO on IBM Relations

During the Q1-13 earning call (revenues of $25M - here), Sandvine's CEO, Dave Caputo, described the status of the relations with IBM (mentioned in Sandvine's 2012 annual report).

Dave categorized IBM as a system integrator, and when comparing to Juniper (with which Sandvine has a large deal last year - here), said he is more bullish on the IBM opportunity. Juniper, Dave said, will be used just for very specific tactical deals.

While Sandvine is still going through the productization (slower than expected) process with IBM, they start to see some business - one customer in Q2-12, and they are working on some deals now, expecting to see some customers this year.

SDN Gets Standards and Open Source

 

After several months of being a buzzword and using Software Defines Networks anywhere possible, the big guys establish a new forum to define it, build standards and offer an open-source framework(!).

"The Linux Foundation, the nonprofit organization dedicated to open source development and technologies, today announced the founding of the OpenDaylight Project, a community-led and industry-supported open source framework that will accelerate adoption, foster new innovation and create a more open and transparent approach to Software-Defined Networking (SDN)".

Technical Overview

"Founded by Big Switch Networks, Brocade, Cisco, Citrix, Ericsson, IBM, Juniper Networks, Microsoft, NEC, Red Hat and VMware .. on the principles of open and transparent development, OpenDaylight unites technology industry leaders to establish the largest SDN open source project to date .. The first code from the OpenDaylight Project is expected to be released in 3Q13 and expected donations and projects include an open controller, a virtual overlay network, protocol plug-ins and switch device enhancements".

See "Industry leaders collaborate on OpenDaylight Project, donate key technologies to accelerate Software-Defined Networking" - here.

[ABI Research]: Mobile OSS Market will Decline After 2015

  

A new research by Aditya Kaul, practice director, mobile networks and Jake Saunders (pictured), VP forecasting,  ABI Research concludes that "The mobile operations support systems (OSS) market grew 8.6% in 2011 to reach US$9,079 million .. Despite the economic climate, investment in the mobile OSS is expected to still sustain 3.3% growth in 2012 to US$9,376 million .. the forecast for 2017 is anticipated to surpass US$10,271 million, but that is likely to be down from the market’s peak in 2015 of US$10,768 million”

"The mobile OSS marketplace is a complex one with a rich eco-system of IT software, telecom infrastructure vendors, and system integrators. Infrastructure independent OSS providers, such as Amdocs, Oracle, and IBM have been able to secure significant value from the OSS market by harnessing many of the standardization efforts by the International Telecommunications Union (ITU), the TM Forum, and the ITIL"

See "The Mobile OSS Market to Generate US$9.37 Billion in Revenue in 2012" - here.

Infonetics Lowers 2016 SDM Revenues to $1.5B

A new research by Shira Levine, directing analyst for service enablement and subscriber intelligence, Infonetics Research concludes that "The global subscriber data management (SDM) market, including SDM software and services for mobile and fixed-line networks, is on track to grow 38% in 2012 over 2011 and by 2016, Infonetics expects the global SDM market to reach $1.5 billion".

In May Infonetics' forecast was that "the SDM software and services market to grow to $1.86 billion by 2016" [here]. Signals and Systems said recently that "The SDM software and services market is expected to grow at a CAGR of nearly 30 % from 2011 through 2016, eventually accounting for nearly 2 Billion USD in revenue" [here].
 

"We’re seeing growing operator momentum around the concept of monetizing subscriber data, whether in the form of brokering it to third-party advertisers and content providers, or assuming the role of ‘identity provider’ and providing authorization and authentication services to third parties based on subscriber information" [see "Telefonica to Monetize on its Mobile Analytics Data" - here]

"Analytics will play an increasingly important role in SDM, potentially driving partnerships between analytics vendors and SDM suppliers .. though SDM has traditionally been the realm of network equipment suppliers that bundle SDM systems with front-end applications, there are a growing number of new entrants looking to capitalize on this opportunity by leveraging their enterprise data management or directory technology, including Oracle, IBM, UnboundID and Openwave Mobility"

See "Operators getting savvy about monetizing subscriber data" - here.

Gartner: Major OSS Investment Areas Include Policy Management

Martina Kurth (pictured), published Gartner's Magic Quadrant that "..evaluates the capabilities of end-to-end vendors in the global market for OSS service assurance and fulfillment, a market characterized by simultaneous consolidation and vibrant innovation by startups".

IBM, NetCracker Technology, Oracle, Amdocs and Ericsson are classified by Gartner as "Leaders" (see chart below). HP, who was there last year (here) is now a "Challenger".

"Because of these shifting requirements, we see CSPs worldwide investing in more flexible OSS architectures, which improve the efficiency of service creation, management and timely delivery, and enable them to proactively optimize customers' perceived quality of experience. Simultaneously, CSPs need to keep an eye on opex and capital expenditure (capex). Major OSS investment areas include order-to-fulfillment processes across logical inventory and adjacent product and service catalog domains, order management, configuration management, discovery and reconciliation, and policy management".

See "Magic Quadrant for Operations Support Systems" - here.

[F&S]: MSSP Market to Reach $15.6B in 2016

A new research by Martha Vazquez (pictured), Industry Analyst, Frost & Sullivan concludes that "Enterprises are becoming increasingly exposed to organized cyber crime rings and for many businesses, the complexity of threats have compelled them to turn to managed security service providers (MSSPs). These types of external service providers enable organizations to maintain strong security while improving business efficiencies and minimizing costs".

"Although there are many benefits, MSSP vendors are typically challenged when trying to demonstrate the possible savings accrued through working with a trusted MSSP. MSSPs have to educate end users about the advantages of outsourcing security. In response to the escalating demand for broader platform support and more flexibility, MSSPs should also provide a wide range of new security technologies and enhanced security portfolios"

"..Analysis from Frost & Sullivan , Analysis of the Global Managed Security Service Providers Market, finds that the market earned revenues of $6.66 billion in 2011 and estimates this to reach $15.63 billion in 2016 .. The Frost & Sullivan study covers local, regional and global MSSPs such as Nuspire, IBM, Verizon, Dell Secureworks, Solutionary, BT Global Services, Deutche Telecom, MegaPath, and Windstream (formerly PAETEC)”.

See "Rising Complexity of Cyber Crimes Puts MSSPs under the Spotlight, Finds Frost & Sullivan" - here.

[Infonetics]: Operators' Survey Shows that Huawei, Ericsson, HP, IBM, and Oracle are Top SDP Supplies

A new survey of operators’ service delivery platform deployment strategies by Shira Levine (pictured), directing analyst for next gen OSS and policy at Infonetics Research, finds that:

"In an open-ended question asking operators who they consider to be the top three SDP vendors, operators most often named Huawei, Ericsson, HP, IBM, and Oracle (Oracle held the top spot in Infonetics’ 2011 SDP survey - here). .. Operators ranked Oracle highest for SDP technology, and ranked IBM and Accenture highest for their business modeling capabilities, likely reflecting their cross-industry experience with process management".

See also "[Infonetics]: SDP Market to Grow from $3.2B in 2011 to $5.8B in 2016" - here and "[Current Analysis] SDP Market Portfolio Assessment: Ericsson Leads, Oracle Missing" - here.

"API exposure was the name of the game in this year's survey, with operators naming it as a top application and business driver behind their SDP investments".

See "Operators name Huawei, Ericsson top SDP suppliers" - here.

Openet Expects Revenues of €75M in 2010 ; Getting Ready for IPO

 
John Collins from the IRISHTIME.com reports that "OPENET TELECOM posted its first profit last year as turnover grew almost 50% to €46.1M and the company says it is still planning for a Nasdaq flotation ..  posted a pre-tax profit of €1.2M compared to a loss of €2.3M in 2008, in accounts seen by The Irish Times"

See "First profit for Openet as lawsuit delays flotation" - here.

Openet's CEO Niall Norton said "Openet had planned to be “IPO ready in 2011” but this would be delayed due to a lawsuit filed by Amdocs [here], a much larger Israeli competitor, in the US courts .. the company expected to increase revenues in 2010 to around €75M .. If a flotation is delayed the company would consider going to its shareholders for bridging finance .. Openet has developed a very successful relationship with Cisco [here and here] but it has similar relationships with IBM and Juniper Networks. IBM yesterday highlighted Openet as one of its key partners in its strategy regarding cloud computing for service providers."  

“ATT is spending the equivalent of Irish GNP in three months on its 4G network, and Openet’s systems are at the core”  (here)