As August draws to a close, I've collected the following observations from a summer spent in the front seat of the New IP touring bus:
Very real differences are emerging in how network operators are implementing the transition to the New IP, and these differences will impact how quickly that transformation happens. We are seeing a smaller group emerge of fast-moving players -- I'd put AT&T Inc. (NYSE: T) and NTT Communications Corp. (NYSE: NTT) at the top of that list -- which have started moving ahead of those still talking about their plans.
"Emerging services," as a category in reporting financial results, has become all about New IP services, which are the business extensions of the New IP transformation. The ability to meet enterprise customer demand is what is driving most folks forward, at least the US crowd with which I'm most familiar. AT&T, Verizon Enterprise Solutions , Level 3 Communications Inc. (NYSE: LVLT) and CenturyLink Inc. (NYSE: CTL) are all pushing ahead with business services that depend on virtualization.
Software-defined networking (SDN) is now widely deployed in some form but to different immediate purposes. It has become the underpinnings of a number of network services, and is obviously on the long-term drawing board for everyone. Near-term, however, each carrier is setting its own priorities.
Adoption of cloud services and particularly the well-documented move to the hybrid cloud is reshaping the metro network landscape and will continue to do so for some time to come. Well-established interconnection and colocation patterns are changing as the lines between data centers, "meet-me" rooms and carrier hotels begin to blur and the demand for local bandwidth goes up.
Expect to see more coverage of these trends in particular here on The New IP site -- and feel free to share what you are seeing with us as well.