T-mobile First SIM-Based SASE

By Patrick Moorhead - October 3, 2023

The Six Five Team discusses T-mobile First SIM-Based SASE.

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Patrick Moorhead: SASE is a fancy way of combining four different security technologies into one. I believed it was coined by Gartner. That doesn’t mean it’s right or it’s accurate, but I do think this one is. And there’s multiple ways to do SASE. Which essentially protection on everything on the edge. One way is to have a software agent out there. And that is the predominant way of doing it. That software agent is on phones, it’s on PCs. Heck, you can put that software inside to a router everywhere. And essentially, you want to make sure that what is coming in is exactly what it says, and it only gets access to the data and resources that it’s enabled for.

What T-Mobile has done, which is a first on a worldwide basis. I didn’t know if it was on a worldwide basis. I guess that matters or doesn’t matter because T-Mobile operates here only in the United States and it’s basically Deutsche Telekom outside, but they’re doing hardware based SIM SASE. And anybody who knows anything about security… And listen, everybody’s a security expert in one shape or form, but every single thing that I’ve seen in the last 15 years that if it’s hardware-based security, it’s fundamentally harder to crack because software is inherently full of holes. And essentially, anything with one of these SIM capabilities enables you to get a higher degree of authentication and essentially telling the services and the software that you are who you are and you can get access to what you want to get access to. So congratulations to the team out there at T-Mobile at AT&T and Verizon do not have this capability. And I think this just shows the uncarrier for businesses that T-Mobile is executing so well on.

Daniel Newman: Yeah. I don’t have a ton on this one to add, Pat. But look, I think T-Mobile made a really great case. It’s that, A, it doesn’t seem to be if anymore, your data’s going to get breached, it’s really when. And that the cost of a data breach is really growing at an exponential rate. The ability to add more security around the perimeter, both through private and secure internet access gives enterprise businesses users a level of protection that should add layers of abstraction from the ability for bad actors to get at the data. And so it’s innovation. It’s innovation that doesn’t exist in the competition. And when you talk about business and government, it really is their responsibility to do everything in their power to reduce risk of being breached. And so I like what you said at the end, Pat, it’s probably my most prudent and important argument I’ll make here, but they do it and everyone else doesn’t.

So if you’re a business customer and you’re running on a competition that does not offer these additional layers of protection and then something goes wrong, you genuinely know that you could have done something to potentially have reduced the risk of being a victim of a data breach. So what happens next, Pat? Do the competition invest in catch up? Can they invest in catch up? And if so, how quickly? But we know SASE architectures have been heavily adopted. We understand that outside of enterprise is one of the biggest risks for breach and we know that T-Mobile is thinking about its customers and it’s thinking about how to be more secure than its competition. And these are all good things.

Patrick Moorhead: Yeah. The final loop back here is they’re implementing this through what’s called a security slice. And while we’ve talked about different slices and different levels of quality for 5G streams, you couldn’t do that without SA. So they’re doing this through an entirely new way of doing this, which shows off the power of standalone 5G. So to make a long story longer, in the 4G world, even if you didn’t need the throughput and the latency and the speed, it still cost you the same. With 5G it’s scalable, right? You want to stream with high latency, low performance, you can do that. It’s essentially virtualizing a network.

Patrick Moorhead
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Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.