We have years of expertise in identifying and shaping our target markets, and exert significant efforts to continuously challenge our foresight and refine our understanding of our target markets, to arrive at select focus themes that best represent the confluence of the largest market opportunities, most compelling market timing, and most attractive competitive environments.
Some of the current areas of focus include:
- All-wireless broadband. Our market thesis is shaped by the exemplary efforts of companies like Reliance Jio, and several other smaller innovators globally, to deliver the full capability of broadband Internet over wireless networks. We believe that wireless broadband leverages a lower variable cost structure, affords consumers with greater product functionality and service quality, and is ultimately much more pervasively available and proliferated globally. We believe that these advantaged models will equally spur development and re-thinking of both how networks are used to deliver broadband given wireless systems' capacity constrained nature and also how broadband is used within products and services when it is both un-tethered and also massively abundant.
- Distributed wireless infrastructure (WiFi, small cell networks, wireless backhaul, spectrum, het-net management, dynamic network optimization, and self-organizing networks). Our market thesis is driven around a shift to wireless networks that leverage distributed, proximately located, software defined and cloud managed, dynamically configured, access points to more effectively meet the insatiable and rapidly growing appetites of mobile consumers.
- Software defined networks and the opportunity in glove fitting networking and communications capabilities, into end-user consumer and enterprise applications. Our market thesis is shaped by pioneers like Amazon with the Kindle e-book offering, emergence of IoT, enterprise, and vertical applications, and select MVNOs, who've started packaging connectivity just as they do processing, graphics, and functionality, to enable end-user offerings that are purchased on the basis of their complete end-user utility instead of underlying, discrete components. The opportunities for network operators are to transform their networks into cloud-managed operations, and monetize them more completely, by enabling granular, customized access to their networks and police the use of those networks' consistent with what was purchased, across the full span of network capabilities.
- Big data opportunities, including in telecom networks, promise to unlock invaluable intelligence into network performance, customer technical issues and service utilization, desired mix of products and services, improved monetization, and much more. Although this is a well followed space, we believe the overall opportunity and the inherent returns are still mostly under-appreciated.
- Cloudification of the enterprise is a ground-breaking phenomenon that is unlocking productivity and cost efficiency gains, from much more functioning applications, optimized end-to-end business processes, and more agile and cost efficient uses of networks, hardware, and distributed assets. For it to take shape, specialists are emerging that assure seamless cloud-based operations (IaaS replaces IT Outsourcing). Also, application and network security and performance solutions are assuming highly hybrid and distributed points of failure and monitor, optimize, and proactively ascertain performance and security, using more appropriate trust-based versus aging absolute approaches.
- Cloud and platform services, especially in mobile, unlock a wealth of critical utilities and business opportunities, previously impossible due to the limitations of the legacy software platforms and mobile accessibility - real-time rich media messaging and communications; digitally improved physical retail environments including through payments, POS systems, and loyalty and incentive means; enterprise systems that automate and optimize business operations and customer interfaces by bringing users and distributed assets online, real-time, into end-to-end enterprise and CRM workflows.
- Internet of Things is a general term for bringing traditionally non-digital parts of our lives online using wireless connections, including across fitness, health, home applications, energy, telematics, M2M, and network assets. Although wireless connectivity, and mobile interfaces, are critical enablers of these areas, we believe the real opportunities lie in the analytics, controls, and value-added applications and services that can be offered in this regard, but are largely yet to be exploited.