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Greg Collins on Muck Rack

Greg Collins

Burlingame, United States
As seen in: Exact Ventures
Technology analyst and entrepreneur at @exactventures. Dad x4, Marathoner x10.
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Articles

Wireless Core Networks Outlook Remains Firm

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By Greg Collins
| Exact Ventures
At Exact Ventures, we are currently putting the final touches on our 3Q23 vendor market share analysis and turning our sights to the outlook for the remainder of 2023 and beyond. We have been getting more and more questions about the outlook for core networks given the difficulties at the network functions vendors which have reducing revenue expectations and staffing.
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2Q23 Session Border Controller Market Driven by Strong Quarter in IMS-and Voice-over-LTE related revenues

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By Greg Collins
| Exact Ventures
August 20, 2023, Burlingame, California, USA In 2Q23, the total Session Border Controller market (Service Provider and Enterprise, combined) rose 18% sequentially and 19% versus 2Q22. The sequential increase was due to both the Service Provider (SP-SBC) and Enterprise (E-SBC) segments while the year-over-year rise was due mainly to the SP-Wireless/VoLTE market.
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5G Policy Control Function (PCF) Sales Continue to Boost Policy Market in 1Q23

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By Greg Collins
| Exact Ventures
May 23, 2023, Burlingame, California, USA In 1Q23, the total policy network function market (PCRF + PCF) fell 28% sequentially—but was down 2% versus 1Q22—to $209 million. The quarter-over-quarter decrease was due to seasonal spending patterns. During the quarter, 44% of the total market was comprised of PCF revenues, with 53% of those PCF revenues coming from Asia Pacific and in particular, China, which accounted for 36% of the total PCF market.
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