Comments
DHagar
7/22/2016 4:17:09 PM
User Rank Platinum
Verizon & AT&T With NFV
This will be an interesting comparison to watch as to which model is most effective. I would place my bet on AT&T, both in keeping with the poll results and the fact that they will be following a specific design. I believe this will enable them to use the technology more effectively and will result in transformation to greater use of the NFV capabilities.
elizabethv
7/23/2016 8:43:03 AM
User Rank Platinum
Re: Verizon & AT&T With NFV
@DHagar - I agree, it'll be interesting to see where these lead. Though I think Verizon has a fair chance given they are partnering with the likes of Cisco. I always tend to lean towards faith in people willing to partner, it means they are open to more hands in the pot to bet on success.
faryl
7/23/2016 10:09:33 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
Plus Cisco is an excellent company to partner with for this. It's a good reflection on AT&T that Cisco agreed/chose to partner with them.
DHagar
7/25/2016 2:19:43 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@elizabethv - I am with you on that. Plus, they are in a stronger position now with buying Yahoo.
Ariella
7/25/2016 4:13:12 PM
User Rank Author
Re: Verizon & AT&T With NFV
From Yahoo's perspective, here's the tweet on the NY Times article:
DHagar
7/25/2016 5:23:14 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@Ariella, good reference diagram! Absolutely, Yahoo has lost value as to their platform and capability. Their value to Verizon, I believe, now is the technology capabilities, advertising as it still exists, markets (even though limited from its past), and possibly intellectual capability - as Verizon is moving into new areas.
This probably makes Yahoo a good purchase for them.
Ariella
7/25/2016 6:13:03 PM
User Rank Author
Re: Verizon & AT&T With NFV
@Dhagar well time will tell. It quite a steep drop from the first offer and even the second.
DHagar
7/25/2016 6:30:25 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@Ariella, absolutely! It is either a brilliant move that will effectively position them with their new strategy, or they have just made one of the dumbest purchases ever. We won't have to guess and time will reveal.
mpouraryan
7/26/2016 1:53:03 AM
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Re: Verizon & AT&T With NFV
The user base & the technologies is something that is key. It will be interesting to be witness to it all.
DHagar
7/26/2016 12:42:57 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@mpouraryan, exactly. And they have purchased a well established e-commerce base. Now if they can market that effectively, as Verizon can do, they can make it work. Yahoo lost that marketing engine.
mpouraryan
7/26/2016 5:18:55 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
They have a "base" to build upon--no question. The question is what would they do differently that what Yahoo tried to do--Yahoo had a communication partner (AT&T), tried its' hand at media (Yahoo News et. al) and tried to do "mobile" (tumblr..that I also have a blog at)--the question is--now what?
DHagar
7/26/2016 6:05:13 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@mpouraryan, clearly those are the important questions and time will tell. However, given Verizon's success as a telecom in growing markets, and their successful acquisition of AOL, and their goal to go head-to-head with Facebook and Google, I would believe they will pull out all the stops to gain market share and become a leading player.
mpouraryan
7/26/2016 7:33:13 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
I would argue that the AOL acquisition is yet to work itself out as Yahoo (one of the last "independents) was gobbled up. One also needs to remember that Verizon is dealing with an increasingly mature market which is also an additional challenge.
DHagar
7/26/2016 7:44:29 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@mpouraryan, no doubt they have their work cut out for them. AOL considers the acquisition a success, but they may just be grateful!
I believe that if anyone can now market Yahoo, it will be Verizon - so we will see what their preparation/market savvy has enabled them to do.
mpouraryan
7/26/2016 8:38:34 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
Yes Indeed--and for sure it was not for HuffPOst--but the advertising Technology--I'd be curious to see what the results are...but so far they're holding their own Stockwise, though as noted by bigcharts today:
DHagar
7/26/2016 9:23:34 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@mpouraryan, great info - thanks for sharing - as always!
mpouraryan
7/26/2016 9:55:09 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
U bet--but we have to think long-term..and long term is going to be a challenge--as Twitter's predicament underscored today.
DHagar
7/27/2016 12:47:29 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
@mpouraryan, exactly - that is true power - sustainability, the true test!
mpouraryan
7/27/2016 2:10:12 PM
User Rank Platinum
Re: Verizon & AT&T With NFV
Staying "chic" in the midst of change is a predicament for all at the forefront of Transformation--this includes Yahoo..and the predicament by Twitter (something as a "creator" I use regularly for the Daily Outisder).
Fun to be witness to it all..no question :) :)
clrmoney
7/23/2016 10:44:45 AM
User Rank Platinum
Verizon and AT&T
This will be interesting to see because both companies are interested so I wonder what approaches will they take like branding marketing adertising theur products or services for NFV.
dcawrey
7/23/2016 2:47:11 PM
User Rank Platinum
Re: Verizon and AT&T
I'm guessing the approaches are going to be different, and here are some of the ways I could see that playing out.
For one, it seems as though Verizon is going after the market it knows well: Customers very happy with its data services. In some martkets, AT&T has dominance at that, and will target accordingly. I think its all about leveraging those very specialized relationships.
JohnBarnes
7/24/2016 5:03:57 PM
User Rank Platinum
Difference in confidence, taste, development, or philosophy?
So Verizon actually has much more of true VNF developed, and is now seeking business partners; AT&T has a smaller subset of VNF functions and is going more solo while trying to ramp up their architecture. Wonder if that's because Verizon is more committed (and thus confident), AT&T just prefers to be more in charge, a company with a smaller product set doesn't need a business partner as urgently, or one company started out as a spun-off Baby Bell looking for new opportunities and the other still has some of the philosophic approach they developed in decades as a near-monopoly?
I don't really see competing approaches as much as I see competitors trying different approaches; I would bet that if one approach proves clealry superior, the other company will switch to it almost instantly.
mpouraryan
7/24/2016 7:20:09 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
As I enjoyed this discourse, I can't help but ask: What the community thinks about the $ 5 Bil apparent "cost" that Verizon will incur for Yahoo and how that will impact this that has been deliberated?
Ariella
7/24/2016 9:59:05 PM
User Rank Author
Re: Difference in confidence, taste, development, or philosophy?
@mpouraryan I don't think Yahoo is worth that price now. What do you think?
mpouraryan
7/24/2016 10:03:55 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
One could have made the same argument about the AOL Acquisition too. I have a sneaking suspicion it is more of a "patent buy" as in AOL vs. the properties--what is clear is that it is opportunity squandered for sure.....
Ariella
7/25/2016 2:15:00 PM
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Re: Difference in confidence, taste, development, or philosophy?
@mpouraryan I'm sure we'll get more analysis on the purchase here. As for now, from what I hear about the effect on stock prices, the market doesn't think it's great for Yahoo or Verizon.
mpouraryan
7/26/2016 1:51:29 AM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
As I am catching up for the night, there is one interesting comment I saw that may well epitomize what Verizon did: they bought the past so that they won't be a "has been". FastCompany also featured a story about how Yahoo's 600 Mil mobile users can be a "basis" for Verizon to build upon....time will tell...
dlr5288
7/26/2016 12:10:52 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
This is such an interesting statement!
So true. I'm a Verizon customer and I feel like they might be scared to fall behind in the race. Right now I feel like Verizon is the front runner, even more so than AT&T. They're trying to keep their spot.
mpouraryan
7/26/2016 5:17:06 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
It will be quite an epic battle--I still can't understand why AT&T did not go for it--because of the long-term relationship. Maybe they saw something Verizon didn't.
faryl
7/25/2016 10:14:33 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
I agree.
My guess is they're purchasing yahoo for its different technologies, not the brand/name
mpouraryan
7/26/2016 1:54:45 AM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
The 600 Million Mobile Users and a Billion Aggregate Users is quite a base to build upon. The challenge is to monetize it--something that Yahoo under Marissa Meyer could not do. If only those of us in the startup world that we're in (including myself) only had a "tenth of it all..." But one thing tech has taught us--anything is possible!!
Ariella
7/26/2016 7:48:53 AM
User Rank Author
Re: Difference in confidence, taste, development, or philosophy?
<the challenge is to monetize it--something that Yahoo under Marissa Meyer could not do. >
@mpouraryan you hit the nail right on the head there. I saw a report that she intends to stay on, though.
mpouraryan
7/26/2016 5:16:01 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
That's correct-she's noted it as such. It will be interesting to see whether Verizon will keep her or not.
Ariella
7/26/2016 6:17:06 PM
User Rank Author
Re: Difference in confidence, taste, development, or philosophy?
< It will be interesting to see whether Verizon will keep her or not. > @mpouraryan, my guess is not in the long term. I don't think they'll just fire her right away, though. They may try to transfer her to another position that would make her choose to leave.
faryl
7/26/2016 7:16:30 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
I was under the impression she wasn't really well-liked there for
some reason.
Was she the one that wanted to cut back on working from home or something?
dlr5288
7/27/2016 3:55:02 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
I was thinking the same thing.
For some reason I thought maybe she wasn't liked either.
faryl
7/26/2016 7:18:27 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
Good point! I wonder how many are active users.
Ariella
7/26/2016 7:30:01 PM
User Rank Author
Re: Difference in confidence, taste, development, or philosophy?
@faryl I'm not sure if that's what made her particularly unpopular within the company, but she certainly garnered a lot of criticism on the outside. From Bloomberg:
'Mayer was widely criticized when she ended Yahoo's work-from-home policy in February 2013 because she felt employees "[needed] to be working side-by-side." Critics, including Branson, said that telecommuting typically improves productivity and that the flexibility to stay home occasionally could be the difference between a parent advancing in her career and having to quit.
mpouraryan
7/26/2016 7:34:53 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
It created a lot of animosity which goes contrary to what the free spirit of Silicon Valley. I would say she'd do just fine--with her fortune she can launch a hedge fund on her own.--and she won't leave exactly penniless.
Ariella
7/26/2016 7:39:22 PM
User Rank Author
Re: Difference in confidence, taste, development, or philosophy?
@mpouraryan her husband is worth $300 million. The family need not change its lifestyle even if she does lose her position.
mpouraryan
7/26/2016 8:14:54 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
..and she herself I believe is worth about 400 Mil as a result of her "google" odyssey...they'll be just fine--at that level, it is not about the money anymore. :)
DHagar
7/26/2016 7:46:55 PM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
@Ariella, I think she will do just fine financially, as you point out. She certainly will be able to fund child care!
I frankly don't think she has been an effective leader. I think she was in over her head - she is lucky to come out this well financially. And I agree, I don't see them retaining her long term - I don't think she is that valuable to them.
faryl
7/27/2016 12:24:27 AM
User Rank Platinum
Re: Difference in confidence, taste, development, or philosophy?
Yeah - I'm not going to be losing any sleep worrying about her fate :)
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