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Despite the dim outlook in telecom spending, most YTD stocks have performed positively. Click here to see how well telecom equipment stocks are doing YTD in 2014: Cisco +12.35%, ZTE +7.51%, Juniper Networks +4.46%, Brocade +4.46%, Ericsson +0.25%, Ciena -21.55%, and Alcatel-Lucent -26.56%.


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Projection: Residential network traffic growth at 31% CAGR and business establishment traffic increasing from tens of megabits per second to gigabits per second. This is driving up network costs. Service providers are increasing network intelligence and moving content closer to end-users in order to limit the cost increases.

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WAN costs are tracking traffic growth because of poor information flows among business processes and many manual work steps. Carrier SDN provides real-time network visibility, analysis and control of the WAN. Its deployment produces up to a 50% reduction in total cost of ownership and highly profitable new service opportunities.

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  • 13Aug

    Business Case for NFV/SDN Programmable Networks

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    ACG Research‘s Michael Kennedy analyzes three programmable High-IQ network use cases that were created by Juniper Networks. The analyses show the benefits derived from the deployment of programmable networks for service providers. A cloud customer premise...
  • 12Aug

    Cisco Automation Engine For The WAN

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    Ray Mota, ACG Research, and Kishore Seshadri, Senior Director of WAN Orchestration at Cisco Systems, discuss the unique role of SDN in the WAN and its stringent SLA requirements on varied SP infrastructure.  Cisco’s WAN...
Never expected to get such a powerful group of analyst that are subject matter experts in the service provider space. ACG helped us build the business case, pricing model, market sizing and presented it to our CEO, CTO and board, which helped us get funding for a new architectural transformation. — Tier 1 SP in Europe
ACG helped us develop a new managed service/cloud service. They developed the market assessment, pricing model and customer analysis with an online ROI calculator.  — Tier 1 SP North America