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1、CLOUD RADARTELECOM INDUSTRY REPORT2|Cloud Radar:Telecom Industry ReportExternal Document 2024 Infosys Limited Knowledge InstituteContentsKnowledge InstituteCloud Radar:Telecom Industry Report|3External Document 2024 Infosys Limited Executive summary 5Cloud computing in telecom 6Cloud is for service

2、and streamlining 7 Telecom cloud spending in line with industry average 9 Overprovisioning and underutilization 10 A decade on,cloud has changed to multicloud 10 Cloud transformations lead to new challenges in telecom 12The cloud forecast:Useful data,analytics,and AI 14Appendix:Research approach 15

3、Quantifying unused cloud commitments 16Knowledge Institute4|Cloud Radar:Telecom Industry ReportExternal Document 2024 Infosys Limited Cloud spending in the telecommunications industry is set to increase in the coming year.Although telecoms were slow to adopt cloud due to migration complexities and s

4、ecurity concerns,they are now investing significantly in network cloud transformation.Factors such as reduced cost,better operational efficiencies,and scalability are driving this move,according to Infosys Knowledge Institute research.Cloud Radar surveyed more than 2,500 respondents from companies a

5、cross nine industries in Australia,France,Germany,New Zealand,UK,US,and the Nordic countries,including Denmark,Finland,Iceland,Norway,and Sweden.The study surveyed 401 respondents from telecom companies.Executive summaryThe research found that telecom companies depend on cloud for the deployment of

6、new services,scalability,growth,and technology transformation.In addition to traditional telecom services,cloud is particularly valuable for 5G deployment and offering new services,such as internet of things(IoT),machine-to-machine communication,and robotics.Cloud is critical for the telecom ecosyst

7、em of service providers,partners,and end users to enable service agility,innovation,and global reach.Telecom companies are generally satisfied with the results delivered by cloud but also face challenges when it comes to cloud usage,competition,and cost.Knowledge InstituteCloud Radar:Telecom Industr

8、y Report|5External Document 2024 Infosys Limited Cloud computing in telecom Telecommunications has undergone a significant evolution,transitioning from traditional analog phone calls over copper wires to voice over internet protocol services.Today,the industry is primarily influenced by 5G,IoT,and e

9、dge computing all leading telecom companies toward cloud-driven platform architectures.“5G will be a game changer that strengthens telecom network infrastructure,”says Manjunath Kulkarni,associate vice president and delivery head of network services,Infosys.“The evolution of 5G networks brings excit

10、ing trends like edge computing,network slicing,IoT,artificial intelligence(AI),and cloud services,”he adds.Cloud enables telecom operators to deploy,manage,and scale these complex 5G networks efficiently,ensuring high-speed connectivity and low-latency services for a wide range of applications.Knowl

11、edge InstituteWhat started with telecom companies outsourcing back-office IT functions has now progressed to migrating network workloads.A crucial shift started in 2012 when AT&T,Deutsche Telekom,Orange,and other major operators adopted the network function virtualization(NFV)framework and virtualiz

12、ed network functionality(VNF)applications.The applications,built on the NFV infrastructure,are now cloud native and virtualize tasks and features traditionally performed by hardware,such as routing,firewalls,load balancing,and encryption.The convergence of 5G,IoT,and edge computing in telecoms is ac

13、celerating this transformation,enabling companies to deliver agile,scalable,high-performance services.Cloud-native architectures and NFV technologies are redefining operations,paving the way for a more connected and responsive digital future.6|Cloud Radar:Telecom Industry ReportExternal Document 202

14、4 Infosys Limited Cloud Radar:Telecom Industry Report|7External Document 2024 Infosys Limited Knowledge InstituteCloud is for service and streamliningIn the Philippines and beyond,cloud is working well for telecom companies.As shown in Figure 1,of the 401 telecom executives surveyed by Infosys,77%sa

15、y cloud migration efforts are very effective or extremely effective.Overall,73%of business leaders across all industries agree with that statement.Telecom leaders say they now move to cloud for growth and transformation:replace Knowledge InstituteGlobe Telecom,a major telecommunications provider in

16、the Philippines,migrated its IT environment to Amazon Web Services(AWS).They saw immediate benefits after the migration,achieving a four-fold performance increase and saving$1 million in license and support fees.The move enabled them to deliver scalable platforms and increase agility,all while signi

17、ficantly reducing costs,according to Pebbles Sy-Manalang,Globes chief information officer.Figure 1.Cloud migration is meeting companies expectationsSource:Infosys Knowledge Institute(N=403)Cloud Radar:Telecom Industry Report|7External Document 2024 Infosys Limited Percentage of respondents77%23%Extr

18、emely efective or very efectiveModerately efective or lowerCloud migrationefectiveness8|Cloud Radar:Telecom Industry ReportExternal Document 2024 Infosys Limited Knowledge Instituteor update outdated systems,enable new revenue streams or products,access new technologies,and integrate acquisitions or

19、 subsidiaries(Figure 2).The adoption of cloud-native network functions(CNFs)is pivotal in this transformation.CNFs incorporate microservices,continuous integration and deployment pipelines,and dynamic orchestration.This architectural flexibility aligns well with diverse demands of 5G applications.Cl

20、oud-based radio access network,or C-RAN,is a transformative approach to mobile network infrastructure that leverages CNF.Figure 2.Companies want growth and transformation from cloudSource:Infosys Knowledge InstituteWe asked:Why has your company moved to cloud?100 points allocated across all choicesI

21、ntegrate business subsidiaries or acquisitions,16Access industry-specifc capabilities,13Connect to external data sources,collaboration tools,and partners,10Reduce costs,6Reduce greenhouse gas emissions,3Access new technology or software development capabilities,16Enable a new revenue stream or produ

22、ct,17Replace or update systems,17Growth and transformation motivesOther motivesEach of these four motives is 3x more important than reducing costsUnlike traditional RAN,which relies on physical base stations,C-RAN virtualizes these functions in the cloud.Network cloud transformation through C-RAN al

23、lows operators to optimize their network resources,accelerate service deployment,improve service quality,and utilize data insights.Moreover,C-RANs virtualized architecture enhances reliability by reducing hardware dependencies and providing centralized management.Raja Shah,executive vice president a

24、nd industry head of energy,communications,utilities and services,Infosys,says this about cloud-based radio access network:“Reliable platforms are required to capture,process Cloud Radar:Telecom Industry Report|9External Document 2024 Infosys Limited Knowledge InstituteKnowledge Instituteand store da

25、ta for industrial IoT services such as assembly line automation and robotic surgery.A cloud-based RAN enables network operators to deliver high-speed service and ensure efficient data transmission while rationalizing investment in base stations.”Telecom cloud spending in line with industry averageTe

26、lecommunications companies surveyed spend$32 million annually on cloud services,nearly matching the industry average of$33 million(Figure 3).That figure reflects only spending on cloud services,with additional investment required in infrastructure upgrades for telecom companies to maximize the utili

27、zation of cloud transformation.As illustrated in Figure 4,telecom executives tell us that cloud spending will remain robust:Figure 3.Average cloud spend comparedSource:Infosys Knowledge InstituteAverage cloud spend(USD m)HealthcareEnergyBankingTelecommunicationsHigh techAutomotive and manufacturingR

28、etail and CPGIndustry$32$38$37$33$29$30$31Source:Infosys Knowledge InstituteFigure 4.Cloud spending continues to increaseTelecommunicationsAll industriesDecreasedStay aboutthe sameIncreased1%0%23%19%76%80%How will your cloud spend changefrom next year?DecreasedStayed aboutthe sameIncreased2%3%32%29%

29、66%68%How did your cloud spend changefrom last year?10|Cloud Radar:Telecom Industry ReportExternal Document 2024 Infosys Limited Knowledge InstituteTwo out of three respondents increased cloud spending in 2023,and three out of four will do so in the year ahead.This is in line with overall corporate

30、cloud trends.As cloud computing evolves,telecom companies are leveraging its advanced capabilities to phase out legacy technologies and integrate new functionalities into their operations.Overprovisioning and underutilizationIts very easy to add new cloud or replace old systems with new cloud deploy

31、ments.However,telecom companies arent using all the cloud that they have already provisioned.Our survey found that telecom companies consume only 48%of the cloud they are committed to(Figure 5)The slow uptake can be attributed to the complexities of transitioning from legacy Source:Infosys Knowledge

32、 Institute(N=401)IT systems to cloud platforms,which often involves intricate interdependencies and customizations.Furthermore,while cloud adoption promises enhanced operational efficiency and scalability,telecoms face strategic challenges since cloud providers are sometimes competitors.Cloud servic

33、e providers now offer telecom services,including edge computing,IoT platforms,and NFVs themselves.This makes some telecom companies cautious about fully migrating their services to cloud.A decade on,cloud has changed to multicloudThe nature of corporate cloud has changed.Most companies,including tel

34、ecoms,began their move to the cloud a decade ago.As shown in Figure 6,the prime era of that initial cloud migration across industries was from 2012 to 2014.The telecom industry transitioned from proprietary hardware and systems to virtualized network functions around 2012 with the advent of NFV.This

35、 shift enabled telecom operators to replace outdated technology by migrating network functions from purpose-built hardware to virtual machines using technologies like VMware products and kernel-based virtual machines.This move aimed to reduce costs,enhance scalability,and improve operational efficie

36、ncy across telecom networks.Most telecom businesses now employ three to four cloud providers.In 2021,Infosys found that most companies used two or three cloud providers,and 21%lived in a monocloud Figure 5.Telecom companies have used on average 48%of the cloud theyve committed toUnutilized cloudcomm

37、itments52%Cloudconsumed48%We asked:“What percentage of the cloud services your company has contracted for have been consumed?Cloud Radar:Telecom Industry Report|11External Document 2024 Infosys Limited Knowledge Instituteworld.In 2023,the monocloud community is down to 7%,and 8%among telecom firms(F

38、igure 7).Today,cloud is not just about infrastructure or storage.It is multicloud,and most often hybrid multicloud.Telecom providers are increasingly adopting multicloud strategies to deliver 5G services efficiently and meet evolving consumer needs.By partnering with multiple public cloud providers

39、and utilizing edge computing,telecoms enhance service agility,scalability,and support for latency-sensitive applications.The multicloud approach ensures compliance with local regulations,and enables secure service delivery,including edge-based AI and machine learning technologies.Source:Infosys Know

40、ledge InstituteFigure 6.Most companies began cloud migration about a decade agoFigure 7.Three to four cloud vendors has become the norm,using one is rarely doneSource:Infosys Knowledge InstituteAmazon Web ServicesMicrosoft AzureGoogle Cloud Platform200620072008200920102011201220132014201520162017201

41、820192020202120222023Prime era of cloud migration1%1%2%11%10%14%16%14%10%6%4%4%3%2%1%We asked:When did you begin using each of these cloud service providers?1%Telecom3%More than threeOne,8%Two,14%Three,34%Five,13%Four,27%12|Cloud Radar:Telecom Industry ReportExternal Document 2024 Infosys Limited Kn

42、owledge InstituteCloud transformations lead to new challenges in telecomCloud works well and delivers on increasingly sophisticated tasks.But as cloud systems advance,additional complexities emerge.Our research reveals that telecom cloud managers are generally confident in their ability to run their

43、 systems.But they are least confident in monitoring,predicting,and optimizing cloud costs(Figure 8).Telecoms often struggle with optimizing cloud costs,as highlighted by a 2022 survey revealing that 94%of enterprises overpay due to underused resources.Inefficient usage patterns,such as idle instance

44、s and overprovisioned resources,exacerbate these challenges,contributing significantly to bloated cloud bills.Additionally,the ease of self-service cloud provisioning by developers can lead to uncontrolled resource allocation,further complicating cost management efforts.In addition to high and unche

45、cked costs,sophisticated cloud systems can open up new cybersecurity challenges.The adoption of cloud-native 5G networks and virtualization can expose data to interception.Cloud-based assets,including numerous software as a service apps and databases,are primary targets for cyberthreats,exacerbated

46、by the proliferation of IoT devices susceptible to botnet attacks.Human errors in configuration contribute significantly to system vulnerabilities.Our research found that 45%of telecom respondents allow any department head or IT manager to deploy new cloud infrastructure,software,or applications(Fig

47、ure 9).That is too lax from a security perspective but must be balanced against the dynamic demands of business.IT versus business collaboration challengesCloud today is a domain where business and IT must work together.Modern cloud requires many elements to integrate smoothly,and that demands both

48、technical and strategic thinking.Source:Infosys Knowledge InstituteFigure 8.Cost complexity:Cost management is an emerging challenge53%46%46%0102030405060Monitor costsPredict costsOptimize costsTelecomOur research reveals cloud executives are least confdent in their ability to manage these three thi

49、ngs:1.Monitor costsMy organization has a complete view of all of its costs associated with cloud services.2.Optimize costsMy organization actively optimizes its costs associated with cloud services.3.Predict costsMy organization accurately predicts future costs associated with cloud services.Cloud R

50、adar:Telecom Industry Report|13External Document 2024 Infosys Limited Knowledge InstituteHowever,as shown in Figure 10,when we asked about a range of critical cloud decisions,we found that 44%are made in isolation.Considering that cloud saturates every corner of the corporate enterprise,decisions ab

51、out cloud need to involve leaders,technologists,and users.In any sector,the collaboration between technologists and business teams is crucial to take full advantage of modular microservices,implementing agile DevOps practices,and integrating open APIs and service meshes.Only with this collective app

52、roach can an enterprise ensure enhanced scalability,security,and innovation flexibility.Figure 9.Security complexity:Innovation in cloud creates new security challengesSource:Infosys Knowledge InstituteAny department head or IT manager can add new cloud infrastructure,software,or applicationYes,45%N

53、o,46%Not sure9%TelecomN=401.45%of respondents indicated that their company may allow more people than is necessary access to provisioning of new cloud services.Figure 10.Ownership complexity:Decisions made in isolation and without a business caseSource:Infosys Knowledge InstituteCloud decisions43%of

54、 cloud decisions are made in isolation27%16%56%Responsible partyIT aloneBusiness aloneIT and business jointlyNote.N=401.Percentages do not total to 100 due to rounding.We asked who was responsible for four major tasks(cloud decisions):1.Compliance:Managing compliance in your cloud services2.Deploy/r

55、etire:Deploying,retiring and terminating cloud services3.Purchasing:Cloud purchasing decisions4.Security:Security in your cloud servicesOptions included the IT department and CIO ofce,CISO ofce,CFO ofce,COO ofce,head of cloud or similar position,and outsourced cloud management vendor.The cloud forec

56、ast:Useful data,analytics,and AIDespite initial reservations due to migration complexities and security concerns,telecoms are now aggressively pursuing cloud-driven network transformations.This shift is driven by the allure of improved operational efficiencies and scalability,as well as the often un

57、realized goal of reduced costs.Telecom companies increasingly adopt cloud-based solutions to manage and analyze vast amounts of data generated by their networks and customer interactions.AI integrated into telecom cloud platforms significantly enhances these capabilities.Knowledge InstituteKnowledge

58、 Institute14|Cloud Radar:Telecom Industry ReportExternal Document 2024 Infosys Limited Anand Santhanam,senior vice president,head of strategy for media and telecommunications,Infosys says:AI integrated into telecom cloud platforms brings dual benefits.It enhances predictive analytics and automates n

59、etwork management tasks on the technical front.At the same time,it enhances customer experience by personalizing services.As 5G networks continue to expand and IoT devices proliferate,the telecom cloud becomes pivotal in handling massive data volumes and delivering real-time insights.Cloud Radar:Tel

60、ecom Industry Report|15External Document 2024 Infosys Limited Knowledge InstituteAppendix:Research approachQualitative interviewsTo enrich our insights,we conducted phone interviews with more than 50 industry practitioners,executives,and subject matter experts.Source:Infosys Knowledge InstituteSourc

61、e:Infosys Knowledge InstituteRespondents by regionRespondents by industryUS34%Australia andNew Zealand11%UK20%France5%Germany20%Nordic countries(Norway,Sweden,Finland,Denmark,and Iceland)10%412403401400399203305Automotive and manufacturingHealthcareTelecommunicationsRetail and CPGBankingEnergy and u

62、tilitiesHigh techQuantitative survey16|Cloud Radar:Telecom Industry ReportExternal Document 2024 Infosys Limited Knowledge InstituteQuantifying unused cloud commitmentsThe unrealized revenue figure of$300 billion is based on the declarations made by cloud service providers in their latest 10-K(or 20

63、-F filing in case of foreign listed companies)to the Securities and Exchange Commission(SEC).To arrive at the unrealized revenue value,we searched for the following declarations in the liability section of the SEC filings of the companys balance sheet:unearned revenue,deferred revenue,or backlog rev

64、enue.Most of the cloud provider companies have declared these values as a part of a short-term or long-term liability on their balance sheets depending on the status of the contracts involved.For the estimation,we recorded and then added unrealized revenues for cloud services providers covered in ou

65、r study based on their SEC filings.We only included B2B unearned,deferred,or backlog revenues and excluded any declared unrealized revenues listed as a liability due to B2C subscriptions or services.For example,Microsoft Xbox and other personal subscriptions were recorded under personal cloud subscr

66、iption services and were not included in our data analysis.Our research indicates that this$300 billion represents 53%of currently contracted cloud services.From this we estimate that the total amount of cloud services currently contracted exceeds$600 billion.Companies and their providers estimate t

67、he remaining$300 billion in unused cloud commitments will be consumed in the next three to five years but will likely be renegotiated and blended into a larger figure for longer contract terms.Cloud Radar:Telecom Industry Report|17External Document 2024 Infosys Limited Knowledge InstituteRespondents

68、 by firmographicsCloud role738834426525Strategy:I set thevision anddirectionfor cloudinitiatives Evaluation:I plan,design,or evaluatecloudinitiativesManagement:I managecloudenvironmentsImplementation:I implementcloud initiativesSource:Infosys Knowledge InstituteSource:Infosys Knowledge InstituteSour

69、ce:Infosys Knowledge InstituteSource:Infosys Knowledge InstituteJob levelMid-levelmanagement,847C-level(CXO),549Executive level(XVP),1,12789Before 19801980-19891990-19992000-20092010 topresent1531,035907339Company ageCompany annual revenue range231$5bn52651259066418|Cloud Radar:Telecom Industry Repo

70、rtExternal Document 2024 Infosys Limited Knowledge InstituteAuthors Vanishree Kavi Mahesh|Infosys Knowledge Institute,Bengaluru Chad Watt|Infosys Knowledge Institute,DallasAnalysis and productionIsaac LaBauve|Infosys Knowledge Institute,DallasPramath Kant|Infosys Knowledge Institute,BengaluruPragya

71、Rai|Infosys Knowledge Institute,BengaluruAbout Infosys Knowledge InstituteThe Infosys Knowledge Institute helps industry leaders develop a deeper understanding of business and technology trends through compelling thought leadership.Our researchers and subject matter experts provide a fact base that

72、aids decision making on critical business and technology issues.To view our research,visit Infosys Knowledge Institute at or email us at .Cloud Radar:Telecom Industry Report|19External Document 2024 Infosys Limited Knowledge InstituteKnowledge Institute 2024 Infosys Limited,Bengaluru,India.All Right

73、s Reserved.Infosys believes the information in this document is accurate as of its publication date;such information is subject to change without notice.Infosys acknowledges the proprietary rights of other companies to the trademarks,product names and such other intellectual property rights mentione

74、d in this document.Except as expressly permitted,neither this documentation nor any part of it may be reproduced,stored in a retrieval system,or transmitted in any form or by any means,electronic,mechanical,printing,photocopying,recording or otherwise,without the prior permission of Infosys Limited and/or any named intellectual property rights holders under this document.For more information,contact I|NYSE:INFYStay Connected