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In the current scenario, telecom operators as you know, have starved for funds. How has your telecom business been doing?
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Our quarter has just ended. If I give you the perspective of the last five years, we have seen service provider business growth at 38% CAGR. Service providers have invested in IP transformation, Artificial Intelligence (AI<\/a>), Machine Learning (ML<\/a>) – we call it automation. They invested in data center transformation. These are things needed that can take them to that trillion mark.
Have you started engaging with Jio on 5G?
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We have started with Jio on automation, and on IP transformation. We work on many fields with Jio and Bharti.
How do you see your revenue growth when 5G comes out completely? Do you see it helping your business?
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We are in a sweet spot. I joined this company 6 years ago. If you look at 5 years back, we didn't see Cisco as a vendor in telecom or SP industry because 60- 70% of the capex went into radio and radio-related technologies. If you fast forward starting from 2020 and the next decade, it will be only 20% in access and access technologies. Balance will come into the core, cloud, virtualization. That’s where we are leaders. We have acquired an enormous number of assets. For example, we have acquired companies for cloud, Wi-Fi, Meraki, SD-WAN, Viptela, etc. We have invested in over 200 companies. We are really prepared to capture that opportunity. For example, when I said we take this instant gratification for a particular industry, for that you need those industrial solutions – we have built them.
Five years back in India, SPs did not see us as their strategic partner. I can tell you with guarantee, all of them see us on the table today. If you ask them who are your top 4 technology partners, Cisco’s name will show up because we are becoming more and more relevant for them. That is why I am very optimistic about India. Cisco has now got its own chipset. Now the question is, why did we introduce our own chipset? Because the capacity needs were growing faster than the roadmaps of our chip vendors. This Q100 is the chipset which is one of the smartest chips available in the market. It has 2 times the capacity, half the energy cost, and one tenth of the form factor. So, you save on cost, and energy. It is dense and has embedded security. Now that particular chipset is coming in all our products, whether it is core, access, and aggregation.
Do you think such an innovation is good for the current telecom landscape?
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For India, it is perfect. When I meet customers, they ask me, “When can you bring it?” because they already have a lot of gear and now, we have to migrate that. That’s the journey we are now taking. At the end of the day, it will be an enormous saving for them.
Cisco has also announced $5 billion fund for 5G?
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This is to facilitate the customer’s transformation. If a customer is on an old generation gear on either Cisco or third party, now we can bring facilitation.
Are any operators seeking a part of this fund?
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I think all of them. We have something called Cisco Capital, our finance arm, which is helping to solve some of these capital issues.
Do you think India may need more spectrum frequencies?
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If you look at Germany for example, they have issued multiple bands for 5G. Some bands are for enterprise 5G. For example, Bosch, BMW and Siemens have got the spectrum too, but those have a reach to the factory. The higher the frequencies, the lower the range. For example, 700 Mhz and 900 Mhz have a big range whereas 2.3 has less. So, the higher you go, the lower the range.
If you look at the Asia-Pacific, Japan has created a separate spectrum for dedicated networks. Thailand is finalizing their spectrum options. They have got an 8-band spread. Philippines was the best of all. They gave 5G Spectrum free, 100 megahertz. That is a really good example. Singapore is looking at it because the problem with their current bands is security. They have not issued spectrum yet. Australia is the same as India where we were thinking 3.6 or 2.6, and they also have spectrum for mines and factories and so on.
Update us on your partnership with Jio?
<\/strong>
Yes. You will see some amazing things coming that we are doing together with Jio and Bharti in the small and medium enterprise business, where SP will become our channel. They are not our customers; they are our partners.
I have been here for some years, and I think we are at the end of this misery, good things will come. Things will move in the right direction in the next few quarters. The structure that we have right now, “3 plus 1”, is the perfect structure for this country. What is needed is fiberization, laws for cyber security, and some policy frameworks around taxation. If you create a healthy technology platform, our Digital India vision will come true.
So, these are the challenges that you see in the journey to 5G?
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Yes. In Japan, you have fiber everywhere. When we talk about congestion free transport, that doesn't exist. The issue is not there.
Fiber, as you said, is the biggest bottleneck as of now. What telcos should do to accelerate their digital offerings?
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Telcos need to fast track their journey on the cloud. They need to embrace technologies like AI, ML and automation. They need to fast track their network function virtualization, because all of this makes them agile and low-cost. That is what is needed to thrive in this market. We need to make the telecom sector healthy because it will create the technology platform that will give us the trillion-dollar economy boost. If we fiberize, create congestion free transport networks, create flat networks, so we take cost out of them, make them intelligent and automated, it will lead to less cost of product. Once you have a less cost of production, then even with $2\/3 ARPU, we can still bring something to the bottom-line. Today, the cost of production is more than the income.
Do you think 5G will also help telcos increase revenue?
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You must have heard a concept of CSP becoming a digital service provider. That was a journey where you were on manual monolithic systems and then you created IP, digital kind of systems. The journey starting 2020 till 2025 is, how do you make this CSP, DSP into a digital value player. Because enterprises will not buy minutes, they will not buy gigabytes. So, you have to offer them digital value.
By when are you looking at 5G becoming a reality in India? Obviously, the auction is one thing, but given the market scenario, what’ your take?
<\/strong>
The question is, when will it become a mass market? Three years from now. When will the first trial take place? Maybe a year from now. They will have no choice but to buy it, but they will not do it with a full heart, unless you put the right price tag behind it, make it conducive for them. Today, they can’t afford it.
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在当前的情况下,电信运营商如你所知,缺少资金。电信业务做的怎么样啊?
我们的季刚刚结束。如果我给你过去五年的角度来看,我们看到了服务提供商的业务增长在38%的复合年增长率。服务提供者投资IP变换,人工智能(人工智能),机器学习(毫升)——我们称之为自动化。他们投资于数据中心转型。这些事情需要,可以带他们去万亿大关。
你开始与Jio 5克吗?
我们已经开始与Jio自动化,IP转换。我们在许多领域Jio和Bharti工作。
你如何看待你的收入增长5 g出来时完全?你看到它帮助你的业务吗?
我们处在一个甜点。6年前我加入了这家公司。如果你看看5年前,我们没有看到思科在电信供应商或SP行业因为60 - 70%的资本进入电台和radio-related技术。如果你快进从2020年开始,接下来的10年里,它将只有20%的访问和访问技术。平衡将进入核心、云、虚拟化。这就是我们的领导人。我们获得了一个巨大的数量的资产。例如,我们已经获得了公司对于云,wi - fi, Meraki, SD-WAN Viptela等。我们有投资了超过200家公司。我们真的准备好抓住这个机会。例如,当我说我们把这个即时满足特定行业,你需要那些工业解决方案,我们已经建立了。
五年前在印度,SPs没有把我们当作他们的战略伙伴。我可以跟你保证,今天他们看到我们在桌子上。如果你问他们谁是你前4技术合作伙伴,思科的名字会出现因为我们越来越相关。这就是为什么我很看好印度。思科已经有自己的芯片。现在的问题是,为什么我们介绍自己的芯片组?因为容量需求增长速度超过了我们的芯片厂商的路线图。这个Q100芯片组的最聪明的芯片能在市场上找到。它有2倍的容量,一半的能源成本,和十分之一的形式因素。所以,你节省成本,和精力。 It is dense and has embedded security. Now that particular chipset is coming in all our products, whether it is core, access, and aggregation.
你认为这样的创新是当前电信风景好吗?
对印度来说,这是完美的。当我满足客户,他们问我,“你什么时候可以把它?”,因为他们已经有很多齿轮,现在,我们必须迁移。我们现在所采取的的旅程。在一天结束的时候,这将是一个巨大的储蓄。
思科还宣布50亿美元的基金5 g ?
这是为了方便客户的转换。如果客户是在旧一代齿轮思科或第三方,现在我们可以带来便利。
任何运营商寻求这个基金的一部分吗?
我认为所有的人。我们所谓的思科资本,金融部门,这是帮助解决一些资金问题。
你认为印度可能需要更多频段频率吗?
如果你看看德国为例,他们已经发布了5 g多个乐队。一些乐队为企业5 g。例如、博世、宝马和西门子有频谱,但那些有到达工厂。频率越高,越低的范围内。例如,700 Mhz和900 Mhz范围大而少2.3。所以,你走得越高,越低的范围内。
如果你看看亚太,日本创造了一个单独的专用网络。泰国是敲定其光谱的选择。他们有一个8-band蔓延。菲律宾是最好的。他们给了5 g频谱免费,100兆赫。这是一个很好的例子。新加坡是看着它,因为他们目前的乐队的问题是安全。他们还没有发行的频谱。澳大利亚是一样的印度我们思考3.6或2.6,和他们也有频谱矿山和工厂等等。
介绍与Jio合作吗?
是的。未来你会看到一些奇妙的东西,我们所做的一起Jio和Bharti中小企业业务,在SP将成为我们的频道。他们不是我们的客户;他们是我们的合作伙伴。
我多年来过这里,我认为我们的这种痛苦,好事就会来。事情会朝着正确的方向在未来几个季度。我们现在的结构,“3 + 1”,这个国家是完美的结构。现在需要的是纤维化,法律对网络安全,和一些在税收政策框架。如果您创建了一个健康的技术平台,我们的数字印度愿景将成真。
所以,这些挑战之旅5克你看吗?
是的。在日本,你有纤维无处不在。当我们谈论拥堵的免费交通,不存在。这个问题是不存在的。
纤维,如你所说,现在是最大的瓶颈。电信公司应该做些什么来加速他们的数码产品吗?
电信公司需要快速跟踪他们的旅程在云上。他们需要接受人工智能等技术,毫升和自动化。他们需要快速通道网络虚拟化功能,因为这使得它们敏捷和低成本。这就是需要在这个市场蓬勃发展。我们需要使电信业健康的,因为它将创建技术平台,将给我们万亿美元的经济刺激。如果我们纤维化,创造自由交通网络拥堵,创建平面网络,所以我们需要成本,使其智能化和自动化,它将导致成本较低的产品。一旦你有了一个更少的生产成本,那么即使有2/3 ARPU美元,我们仍然可以带来一些底线。今天,生产成本比收入。
你认为5克还将帮助电信公司增加收入吗?
你一定听到了CSP概念成为一个数字服务提供商。这是一个旅程,你在手工单片系统,然后创建IP,数字系统。2020年至2025年开始的旅程,你如何使这个CSP, DSP数字值的球员。因为企业不会买分钟,他们不会买g。因此,你必须为他们提供数字值。
当你在看5 g在印度成为现实?显然,拍卖是一回事,但考虑到市场的情况,什么“你的花吗?
问题是,什么时候成为一个大众市场?三年从现在。第一次审判发生?也许一年后。他们将别无选择,只能购买它,但是他们不会用一个完整的心,除非你把正确的价格,使它对他们有利。今天,他们买不起。
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