UST’s acquisition of MobileComm will boost its professional and technical services’ relevance and attractiveness to technology buyers in cloud and wireless telecommunications firms.
Enterprise leaders must make crucial investments in partnering with a telecom or cloud services provider, and they will need partners to bring a potent combination of engineering, domain experience, and 5G services. Buyers should take note of UST’s acquisition as they invest in private and public cloud and 5G services that require software and cloud engineering, 5G network capabilities, and scalable resources.
UST adds MobileComm’s 21 years of experience and 1,300-plus employees working with national and regional telecommunications firms in the US, India, and Canada. The acquisition allows UST to increase its service reach and support the growing demand for cloud-based data and wireless 5G public and private services.
Further, as applications and data are increasingly the realm of both traditional telecoms and now cloud services providers (CSPs), UST’s software engineering and management capabilities can complement the implementation, network management, performance management, and radio access networks (RAN) solutions that continue to see high investment.
A recent HFS survey (see Exhibit 1) showed significant demand for 5G; enterprise leaders expect to invest significant time and money in applying this technology to their business needs. We expect this demand for 5G adoption to take the form of public (carrier based) and private (technologies like CBRS). Thus, customers will seek firms that provide services across network implementation, optimization, and support.
Sample: HFS Pulse, 2023, n=750 executives
Source: HFS Research, 2023
According to Grandview Research, demand in the 5G services market will surpass $1.7 trillion in spending by 2030. With that rate of spending increase, business and technology leaders in communications services firms must have a partner with nearshore support, offshore engineering, and on-site solution delivery.
MobileComms Cloud RAN (CRAN) is a net add to future-proof UST’s ability to offer combined IT and telco expertise. Buyers of private, enterprise 5G services will turn to both cloud and mobile network providers. UST has expertise with both and can bring that relationship to help the enterprise buyer and the telco leader in the market for these services today.
For UST’s customers and prospects, this acquisition boosts UST’s ability to combine domain, industry, and technical experience to the trillion-dollar market for private and public 5G services. It also makes UST potentially as compelling to partner with as some of the traditional services firms in the telecom space.
UST will bring MobileComm quickly into the fold, simplifying how both firms’ existing customers can access deeper services. UST brings DevSecOps practices that need to combine the software and hardware related to building and deploying 5G services.
The combination of MobileComm and UST combines competencies from working with carriers, networking infrastructure firms like Cisco and Nokia, and software development with the domain capabilities of implementing the technical and physical architecture needed for assured service delivery across hybrid 5G networks.
As an immediate action resulting from the acquisition, UST is establishing a Center of Excellence for Telco Cloud, focusing on helping customers identify and achieve target outcomes across network engineering, cloud services, and artificial intelligence and machine language (AI/ML) operations. Buyers can expect to benefit by engaging with a partner invested in augmenting the coordination and standardization needed as they manage multiple architectures, technologies, and services combined.
With MobileComm, UST adds the teams, technology, domain, and access to strong relationships with many of North America’s leading telecoms buyers. UST now offers compelling services for 5G network implementation, optimization, and support across both carrier and private enterprise needs. Further, UST adds scale to MobileComm’s business model and gains a strong list of customers to pursue with its IT services suite. The move should attract the attention of international carriers seeking to optimize costs associated with deploying, managing, and supporting private and public 5G services.
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