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The July 2009 announcement that Sprint will hand over responsibility for operating and maintaining its iDEN, CDMA, and wireline networks to Ericsson shows that telecom managed services has finally reached the U.S. telecom market in a big way. And the telecom network services story has only just begun: The pressures placed on fixed and mobile operators in hyper-competitive, slowing markets, mean that operators must find fresh ways to cut business costs and find cost-effective, rapid ways of bringing new, innovative, differentiating services to market.
This inevitable transformation will give rise to what we refer to as "the hollow operator." Hollow operators will continue to own all or most of their infrastructure assets, but they will seek out third-party partnerships to offload more and more operational functions, with an eye toward cutting opex and freeing up internal resources for more intense business development activities.
With so much at stake, the telecom managed services sector is attracting huge interest from established IT giants that see this area as a natural extension of their core business and from telecom equipment manufacturers that see telecom-focused managed services as their only significant growth path over the next decade. We began charting this inevitable clash in 2004; the intensity level has picked up dramatically over the past 18 months and will continue to grow into the next decade.
The provision of telecom managed services by vendors is increasingly taking them into the territory of wholesale network operators. They are not (yet) running end-to-end networks owned by themselves, but they are buying back small pieces of network asset and running those as wholesale businesses. They are also increasingly creating services that sell through (rather than to) wholesale operators. In the medium term, this may force wholesale operators to re-think their position in the value chain. There may be less value they can deliver as an intermediary network operator. Rather they, too, may have to look to outsourcing. Their role would then be to choose and buy the best of the white-label managed services platforms available, and, in turn, deliver wholesale multi-vendor managed services solutions to their retail customers.
Telecom Managed Services: The Rise of the Hollow Operator delivers an in-depth analysis of the current state of the telecom managed services sector. It maps the functions that network operators are turning over to third parties and analyzes the very broad range of companies offering telecom managed services to fixed and mobile network operators, looking at how their portfolios differ. The report investigates future prospects for the market, and provides profiles of 18 leading providers of telecom managed services.
Companies profiled in this report include: Accenture Ltd. (NYSE: ACN); Alcatel-Lucent (NYSE: ALU); Atos Origin S.A.; Capgemini; Cisco Systems Inc. (Nasdaq: CSCO); Convergys Corp. (NYSE: CVG); Computer Sciences Corp. (NYSE: CSC); Electronic Data Systems, a subsidiary of Hewlett Packard Co. (NYSE: HPQ); Ericsson AB (Nasdaq: ERICY); Huawei Technologies Co. Ltd.; IBM Corp. (NYSE: IBM); Infosys Technologies Ltd. (Nasdaq: INFY); Logica plc; Motorola Inc. (NYSE: MOT); Nokia Siemens Networks, a joint venture of Nokia Corp. (NYSE: NOK) and Siemens AG (NYSE: SI; Frankfurt: SIE); Tata Consultancy Services Ltd., a subsidiary of Tata Communications Ltd. (NYSE: TCL); Tech Mahindra Ltd.; and Wipro Ltd. (NYSE: WIT).
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