Summary

1.  It is the LTE/FiOS combination that will give IMS its chance with Verizon. 2.  Up until this time, there were a number of barriers to the convergence of wireless and landline networks in the US. 3.  There is now the possibility of at least an adequate payback in the expenditure of IMS by Verizon.

Analysis

Verizon’s world is destined to become much flatter.  The eventual coming together of its LTE and FiOS networks will evidently require IMS.  In the past, the RBOC and the rest of the major wireless carriers in the U.S. have not pursued the solution aggressively.  With Verizon going from CDMA to LTE, it will make it a lot easier to adopt the standard.  And the upper management at Version seems to be convinced that there are some likely incremental revenue prospects.

Apparently, Verizon firmed up its requirements for IMS with its main vendors, Alcatel-Lucent and Nokia Siemens Networks.  We called the original RFP, “a fishing expedition.”  Although contracts are never written in stone, one can easily conclude that Verizon is definitely serious about trying out IMS.

Samuel Greenholtz consults with leading institutions through GLG

Samuel Greenholtz, Principal

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Principal, Telecom Pragmatics

 
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.