Michael Kennedy

Biography for Michael Kennedy

Michael Kennedy is a regular FierceTelecom columnist. He is the co-founder and Managing Partner of Network Strategy Partners, LLC (NSP), management consultants to the networking industry--recently purchased by ACG Research. Michael is now a Principal Analyst at ACG Research. He can be reached at mkennedy@acgresearch.net.

Articles by Michael Kennedy

Home broadband, video usage patterns will force changes in access, aggregation networks

Residential networking services and the devices we use to access them are constantly changing, usually in unanticipated ways. Video streaming, social networking, smart phones and tablets are creating new demand, displacing traditional media and threatening the foundations of the multichannel video subscription (cable, DBS and telco) industry. 

Network infrastructure 2014 market outlook: opportunities and threats

Changes in network usage and technology are creating opportunities and threats for network infrastructure vendors, including carrier routing and switching and optical transport systems vendors.

NFV is an opportunity change network operators' business models

Network Functions Virtualization (NFV) explicitly targets the two biggest problems facing network operators: bringing costs in line with revenue growth expectations and improving service velocity. But it also has the potential to fundamentally change fixed network economics.

Fixed/Mobile convergence draws near

Long anticipated, it now appears that the boundaries between fixed and mobile network infrastructure are fading. Demand for bandwidth coupled with service providers' urgent need to control costs is forcing convergence of network infrastructure, while enthusiastic adoption of wireless devices in all market segments (wireline, mobile, enterprise and consumer) is further blurring the service boundaries.

Transport SDN: A new flavor for software defined networking

As data center providers look for ways to reduce capital expenditures, such as data center interconnect and multi-layer optimization, a new opportunity has emerged for software defined networking: transport SDN. However, transport networks face significantly different challenges than packet networks.

Optical technology vs. network traffic growth: Service providers face challenge

Network traffic growth driven by widespread adoption of smartphones, tablets, video content, and cloud computing is exploding. Service providers' revenues are not keeping pace and, thus, the cost to support the traffic growth threatens service providers' operating margins. Which providers will survive this rapidly shifting market?

Building broadband past the saturation point

U.S. broadband has reached the end of its growth phase. Now, the industry faces the challenge of shifting from building infrastructure and acquiring customers to creating sustainable business models. In a maturing market, how must operators adjust their service offerings in order to keep revenue on a growth track?

Is there a business case for telecom service provider IT infrastructure services?

On the surface, cloud or IT infrastructure service initiatives appear to be attractive offerings for telecom service providers, but are they? Cloud or Infrastructure as a Service (IaaS) explicitly involves network services and hosting/IT infrastructure services. However, telecom operators have been slow to adopt these new services.

Breaking out the business case for software defined networking

Though much has been said and written about SDN (software defined networking), little has been said about its business case. At a high level the board members of the Open Networking Foundation including Deutsche Telekom, Facebook, Google, and Verizon view SDN as a means to reduce their costs and increase service delivery velocity. A more detailed view of the SDN business case can be developed by digging into the cost structures of these large service providers.

Medium-sized businesses buy in to Carrier Ethernet services

Whether standalone entities or branch offices of large enterprises, medium-sized business establishments have been the neglected stepsisters of the telecom services market. Now, those businesses are moving in a major way to Carrier Ethernet services, thanks to improved quality and reliability as service providers finally overcome tough technical obstacles to delivery.