MIAMI – “Maybe you get the impression that we are doing too much, but we are not.” This was how Eli Gelman, Amdocs’ president and CEO, ended a question and answer session with analysts for the press at the InTouch event (read all our stories) held this week in Miami.
After all the innovations presented during the InTouch event, Gelman emphasized that Amdocs will remain focused on what it has done for the last 30 years: provide customer experience systems and services.
“We believe Amdocs’ revamped BSS offerings chimes well with carrier needs to adjust their billing strategies in the face of shifting industry dynamics,” Daniel Meron, research analyst at RBC Capital Markets, said. “In tandem, Amdocs is bolstering its OSS suite, including its managed-services practice on top of its product and services. OSS may gain traction as 4G/LTE networks roll out. In addition, Amdocs may supplement solutions to carriers.”
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During the event, Amdocs showed how it is addressing its strategies to meet telecom operators’ demands, which include increasing data amounts, prepaid solutions, and transitioning to LTE networks.
“We’ve been more active with business intelligence [software] to manage larger data,” said Brian Shepherd, Amdocs’ group president. “We built an infrastructure to meet this huge amount of data and we are taking it to help our customers to manipulate and understand a lot of data.”
Analyst Meron noted that, overall, service provider interest and demand for B/OSS solutions remains steady as carriers look for new billing and service plans to better leverage their data, content, and voice services. “In our view, service providers seem more focused on resolving network-related challenges like managing the mobile data surge and we expect around a 3-4% growth rate in coming years as spending remains fairly tactical in nature.”
At his plenary presentation, CEO Eli Gelman emphasized that the market is moving from connectivity to intelligence, adding that the next age could be about simplicity. He contemplated how to bring order to the current complex environment. Today’s scenario brings together a blizzard of choices with many devices, an explosion of services and offerings, an insatiable demand for data, and a need for new services and new revenues, plus pressures on costs, he said.
“To simplify the experience, harness data, be efficient, and to stay ahead are the four imperatives to deal with in the current complex environment,” said Gelman.
He also noted as key strategies the next generation of video, ICT and the cloud, and the new boundaries between IT and networks. Gelman commented about the move that some network vendors are making in the B/OSS business. “This is really complex to do, because they are very different things,” he said. “We do not believe it will be a soft transformation for them.”
When asked about price competition with Chinese firms, Gelman’s answer was categorical: “We do not run our business due to the price. We deploy high value at low risk and that’s why customers choose Amdocs.”
Amdocs provided travel expenses to this event.
