5G Factor AfO Woes, Cloud RAN Rising, & P5G for Airports

In this episode of The 5G Factor, our series that focuses on all things across the 5G ecosystem, we review key 5G ecosystem developments including Microsoft’s dramatic scale back of Azure for Operators (AfO) unit, Nokia and Dell strengthening their alliance to help accelerate Cloud RAN deployments, and Ericsson spotlight on how private 5G (P5G) can play integral role in streamlining airport operations.
Our analytical review drilled down on:
Microsoft Conducts Azure for Operators Purge. Microsoft reportedly cut as many as 1,500 jobs at its Azure for Operators and Mission Engineering units, as the move appears to have hit hard the teams responsible for developing network functions, moving on from its 2020 acquisitions of Metaswitch and Affirmed Networks. The move indicates that Microsoft will ultimately look to sell or phase out its Metaswitch and Affirmed-originated application portfolio assets. We explore the ramifications for Microsoft's key telecom rivals such as AWS and Alianza as well as how moving Microsoft’s focus on the infrastructure as a service (IaaS) side of the business boosts the likelihood that future engagements will look to combine applications from telco specialists such as Ericsson and Nokia with the Microsoft cloud.
Nokia Dell Show AnyRAN Alliance Progress. Nokia’s AnyRAN partnership with Dell is now over a year in the making. Nokia’s anyRAN proposition is built to allow operators to flexibly deploy RAN functions using cloud-native containerized software on any cloud infrastructure including public, private or hybrid clouds. Nokia’s software-centric approach aligns with Dell's strengths in cloud data center solutions. Nokia and Dell have successfully completed an Open RAN trial with Vodafone Italy, alongside testing of the Cloud RAN management system. We assess why we see the alliance is ready to make tangible breakthroughs as the Nokia Cloud RAN solution is now ready for commercial deployments in H2 2024.
Ericsson Views P5G as Antidote to Legacy Airline Ops. For many years now, airport communications have relied heavily on legacy systems, such as Terrestrial Trunked Radio (TETRA), Project 25 (P25), and Digital Mobile Radio (DMR). While these systems provide basic voice communication, their limited bandwidth renders them unsatisfactory for meeting the burgeoning demand for data and video communications across airport environments - not good. Deploying and maintaining multiple parallel networks, including Wi-Fi networks, is a costly affair. Workers carrying multiple devices for various purposes face cumbersome workflows, and siloed systems and applications lead to operational inefficiencies. We review how firms like Streamwide and Airbus are providing solutions that support the co-existence of TETRA and cellular networks in airport settings, aiding the transition to modernized communication systems. This includes private 5G networks (P5G) that can provide a unified connectivity that works across applications and with existing connectivity like Wi-Fi, promising a future where airports can operate with enhanced efficiency and flexible connectivity for a streamlined travel experience.
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Disclosure: The Futurum Group is a research and advisory firm that engages or has engaged in research, analysis, and advisory services with many technology companies, including those mentioned in this article. The author does not hold any equity positions with any company mentioned in this article.
Analysis and opinions expressed herein are specific to the analyst individually and data and other information that might have been provided for validation, not those of The Futurum Group as a whole.