Monday, April 22, 2013

Openwave Mobility turns a corner ?

Busy week for Openwave Mobility. As a reader of this blog, you will have lamented over the trials and tribulations of Openwave over the last two years.

The company seems to officially have turned a corner this week. Openwave always had a good strategic vision of the evolution of mobile data services and their business model. The internal crisis the company has been through had considerably slowed down its ability to execute. 

Since its divestiture to Marlin Equity Partner, the company seems to have engineered a come back, going back to the basics of focusing on its core competencies, while partnering with leading vendors for complete solutions offering. The latest announcements (here and here) show a maturing capacity to provide innovative traffic steering and video monetization capabilities that have been greatly needed in the ecosystem. Partnering with Sandvine (TSX:SVC) is smart as it allows both independent companies to provide an attractive solution offering, countering the likes of Allot and ByteMobile with a best of breed partnership vs. in house development / acquisition.

As announced previously, it is inevitable that traffic management, optimization and charging function should merge, when it comes to video as illustrated by the various moves in this market.

You can read more about Openwave Mobility strategy and ambitions in this space in my report.

Wednesday, April 3, 2013

Video optimization market shares 2013

This is the time of the year, when, after releasing the mobile video optimization 2013 report, I provide a little insight on the movers and shakers of that market segment and their progress over the past year.

As usual, I provide market share calculations in term of deployment per vendor, the unit being one operator / country. For instance, Verizon Wireless counts for one deployment, even though the operator might deploy 40+ data centers. Groups such as Vodafone, Deutsche Telekom or Telefonica count for each of the properties where the technology is deployed.

The market share calculations are based on a proprietary {Core Analysis} database, collecting data such as vendors, resellers, value of the deployment in term of total cost of ownership for the operator, operator name, country and region. These data are cross-referenced from vendors' and operators' individual disclosures. This database also includes over 150 opportunities in video optimization that are at different stage of maturity (internal evaluation, vendor trial, RFI, RFx...) and will close over the next 18 months.

The market share is valid at the time of publishing but change on a weekly basis, as new deals are awarded.

The market share in term of revenue is not published here but is available as part of my workshop on the video optimization market. The rankings in term of revenue per vendor are quite different from the installed market share, as different price strategies and different geographic markets are considered.

Market shares

  • ByteMobile

ByteMobile is still the market leader in this segment, post Citrix acquisition. The company, with an estimated 35% market share remains stable and has grown with the market in the last year.

  • Mobixell Networks

Mobixell Networks ascends this year to the second place in our ranking, with 19% market share. The company has grown faster than the market in term of share acquisition.

  • Flash Networks

Flash Networks is in third place with a 15% market share. The company has seen its market share grow slower than the market last year.

  • Venturi Wireless

Making its entry in fourth place this year is Venturi Wireless, who claims most of its deployments through an OEM channel with a market share of 10%. The company has been growing faster than the market last year.

  • The rest

The remaining 21% is shared between (by alphabetical order) Allot, Avvasi,  Mahindra Comviva,  Openwave Mobility, Opera Skyfire and Vantrix.

Question? comments? please do not hesitate to contact me.

The sampling this year is larger than last year, as a result from new disclosures from emerging vendors that were stealth / not public last year. As a result, market shares are a little different and should not be directly compared with last year's, since some of the disclosures show deployments that predates last year's calculations.

Tuesday, April 2, 2013

Patrick Lopez to speak at NAB show on cloud adoption

Third Annual Conference at the NAB Show to feature cloud industry experts

Washington, DC – Las Vegas, NV April 02, 2013 – The Distributed Computing Industry Association (  today announced the first wave of speakers to participate in its CLOUD COMPUTING CONFERENCE at the 2013 NAB Show, the third annual DCIA event within the NAB Show, taking place on Monday and Tuesday, April 8th-9th, at the Las Vegas Convention Center in Las Vegas, NV.

“We’re thrilled that our opening keynote speaker will be Amazon Web Services’ Global Digital Media Business Strategy Leader Mark Ramberg; and that our marquee keynotes include Disney’s Program Director, Cloud Hosting, Chris Launey, and IBM’s Lead Partner for Global Business Services, Saul Berman,” said DCIA CEO Marty Lafferty.

We’re also very pleased to have on our agenda Patrick Lopez, CEO of {Core analysis}  who will speak on Industry Update on Cloud Adoption. How are cloud-based technologies currently being deployed throughout the audio/video ecosystem? ” added Lafferty.

"Cloud computing is an emerging and important trend in the treatment and management of video and audio assets. I am pleased to be participating in such an important event and panel and to share my experience in the adoption of cloud in mobile networks" said Lopez.

CCC at NAB will feature more than seventy speakers in a two-day event track that will demonstrate the new ways cloud-based solutions are providing increased reliability and security, not only for commercial broadcasting and enterprise applications, but also for military and government implementations.

From collaboration during production, to post-production and formatting, to interim storage, delivery, and playback on fixed and mobile devices, to viewership measurement and big-data analytics, cloud computing is having an enormous impact on high-value multimedia distribution.

More information is available at and delegates can register to attend at

About the DCIA

The DCIA is an international trade organization, established in 2003, with more than one-hundred industry-leading member companies, including software developers, broadband network operators, and content providers. The DCIA conducts working groups, oversees political initiatives, and publishes the weekly online newsletter DCINFO.

About {Core analysis}

{Core analysis} is a boutique industry analyst practice focusing on the intersection of mobile, video and OTT. The company releases a yearly report on the state of mobile video and presents at influential industry events such as NAB, Informa's mobile video global summit and LTE series.

Media Contacts

Kelly Larabee
+1 410-476-7965

Patrick Lopez
+1 514 823 0314