“Redhat is the clear leader for opensource, supporting both Openstack and Openshift, but telcos that need six 9’s of reliability appear to favor VMWare as the supplier of choice for network infrastructure” VMWare is winning key telco cloud infrastructure projects, including global deals with Vodafone 5G Cloud. Central to these decisions appears to be reliability and SLA guarantees that VMWare can provide to the telco, for components that are now key to the network. VMWare because it owns its complete capability can give these guarantees; and it can back this with an integrated assurance system, that telcos are already operationally familiar with. Telcos are keen to disaggregate the network and avoid vendor lock in. VMWare has a clear advantage in both enabling the disaggregation of VNFI and VNF management capability from the network functions, whilst at the same time guaranteeing strong SLAs. Redhat has a big opportunity in telco cloud Redhat has a big opportunity in telco cloud too. However, its public success is with new telco digital services companies, like X by Orange, where the telco culture of 6 9’s is not so entrenched, and innovation agility is prized by digital services IT. However, these new businesses remain small in scale […]