Daryl Schoolar, principal analyst at Ovum, has the following comments:
“Cisco is no stranger to small cells, but that has been primarily through its carrier Wi-Fi efforts. In the licensed spectrum small cell space Cisco has basically been reliant on its femtocell relationship with AT&T. Outside of its work with AT&T, Cisco’s licensed small cell experience has been hard to find. Ubiquisys on the other hand has over 50 customers (vendors and operators) that include Softbank (Japan), SFR (France), and Network Norway. Ubiquisys’ small cell experience greatly bolsters Cisco’s small cell position.
“The acquisition doesn’t just provide Cisco with Ubiquisys’ small cell knowhow; it also gives Cisco experience in working with a broader set of mobile operators. Ubiquisys provides Cisco much greater market credibility when it comes to 3G and LTE small cells. Cisco will also benefit by having greater control over Ubiquisys’ product development cycle, freeing Cisco from having to rely on the development cycle of third-party partners like IP access.
“Small cell vendors should take Cisco very serious. Not only is Cisco greatly improving what it can offer mobile operators in terms of a licensed small cell, Cisco can also offer those mobile operators other tools, like data analytics, SON, and evolved packet core needed to build a mobile network. This isn’t something all of Cisco’s competitors can claim.”