Dell Technologies is supporting T-Mobile US and Dish 5G efforts
Dell Technologies has been tracking the move of data creation and processing out of centralized data centers and to the various edges, and adapting its products and services to address this market shift for some time. Part and parcel of this is the company’s ramping of its Telecom Systems Business which is designed to support operators transitioning to cloud-native 5G and distributing network functionality to reside closer to enterprises in an effort to capture new types of service revenues.
On a Q2 earnings call this week, COO Jeff Clarke called out major customer traction in the space, specifically with T-Mobile US and Dish.
“We’re also innovating in strategic growth areas like telecom,” Clarke said. With T-Mobile US, Dell is supporting the operator’s expansion into private 5G for enterprise and government customers. T-Mo’s 5G Private Mobile Network combines the operators network with Dell’s VxRail infrastructure for localized, high-speed data processing delivered as an on-prem managed service.
Clarke said the combination “will bring customers the power of 5G connectivity on premise where they need it.”
Dish is in process of building out a cloud-native nationwide 5G network built using Open RAN equipment and principles. In this push, Dell is providing RAN and compute infrastructure, along with joint go-to-market strategies.
“In June,” Clarke said, “Dish marked a major milestone in building the world’s most advanced cloud-native 5G Open RAN network. They now offer 5G broadband service to over 20% of the U.S. population on a cloud-native network built on Dell’s open IT infrastructure, software and services.”
This is a multi-faceted relationship that includes partnership on private 5G, mobile edge computing, software-defined wide area networking, machine learning-based network automation, consumption-based network scaling and a range of managed services.
Big picture, Clarke said: “You look at what’s happening on the infrastructure side, the world continues to digitize at a non-linear rate, data is being created at unprecedented levels, we had data gravity pulling the infrastructure resources out to the edge, the new digital highways being built with 5G. So we absolutely are very bullish and optimistic about the long-term characteristics of the marketplace.”
Dell reported record Q2 revenue of $26.4 billion, up 9% and operating income up 25% to $1.3 billion. Click here for a full look at Dell’s latest financials.
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