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650 Group Research Focuses on Telecom’s $490B Open Source Network Opportunities

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Early Findings Presented today at ONF Connect in Silicon ValleySANTA CLARA, Calif.  Sept. 13, 2019 — As presented today in a keynote session at the ONF Connect 2019 conference, attended by operators AT&T, Google, Deutsche Telekom, Telefonica and NTT in Santa Clara, a founding analyst of 650 Group presented on… Read More »650 Group Research Focuses on Telecom’s $490B Open Source Network Opportunities

IoT and AI will Drive Further WLAN Growth; 802.11ax WLAN infrastructure market shows 5% Y/Y growth Following a Period of Acquisitions, According to 650 Group

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PORTOLA VALLEY, Calif. – Sept. 10, 2019 – A newly released report by 650 Group reveals 5% Y/Y revenue growth in the Enterprise plus Outdoor Wireless LAN market with a strong rebound in China, reversing a -4% decline into a 10% gain Y/Y.  Emerging 802.11ax technology has shaped the future of the… Read More »IoT and AI will Drive Further WLAN Growth; 802.11ax WLAN infrastructure market shows 5% Y/Y growth Following a Period of Acquisitions, According to 650 Group

Data Center Equipment CAPEX for the US Hyperscalers Returns to Growth in 2Q19; Commodity Price Declines Remain in Compute and Storage while Networking Grows Robustly

PORTOLA VALLEY, Calif.  August 8, 2019 —  According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 25% Y/Y in 2Q19 while CAPEX used for DC Equipment returned to growth with mid-teen Y/Y results. 650 Group’s Cloud Report covers Colocation, IaaS, SaaS,… Read More »Data Center Equipment CAPEX for the US Hyperscalers Returns to Growth in 2Q19; Commodity Price Declines Remain in Compute and Storage while Networking Grows Robustly

Impact to the Supply Chain From the Trade War Varying Greatly Amongst Suppliers, According to 650 Group

1Q19 Results and 2Q19 Forecast Very Different in the Cloud, Enterprise, and Telco Service Provider Markets Portola Valley, California – June 18, 2019 – Newly released reports by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the supply chain is not… Read More »Impact to the Supply Chain From the Trade War Varying Greatly Amongst Suppliers, According to 650 Group

Data center equipment capex for us hyperscalers falls y/y for just Second Time in Eight Years

Strong Commodity Price Declines Lead to Revenue Decline While Capacity Growth Continues   PORTOLA VALLEY, Calif.  May 14, 2019 —  According to an newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 27% Y/Y in 1Q19 while CAPEX used for DC Equipment declined modestly… Read More »Data center equipment capex for us hyperscalers falls y/y for just Second Time in Eight Years

Ethernet Switch Market Surges Past $31B in 2018, According to 650 Group

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Enterprise and Data Center Switching markets shatter old records Portola Valley, California – Feb. 26, 2019 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center and cloud markets, indicates that the Ethernet Switch Market grew 10% Y/Y on strong campus and… Read More »Ethernet Switch Market Surges Past $31B in 2018, According to 650 Group

OFC 2019 to Showcase Optical Innovations in Data Center Networks for Key Business Areas

Data Center Summit, technical sessions, plenary speakers and exhibitor announcements will focus on data center network innovations  SAN DIEGO — As data center traffic grows exponentially from cloud computing and applications including Artificial Intelligence (AI), data science and Internet of Things (IoT), the data center landscape is changing rapidly.  OFC 2019, 3-7… Read More »OFC 2019 to Showcase Optical Innovations in Data Center Networks for Key Business Areas

All Time Record for Data Center Ethernet Switch Market, According to 650 Group;  100 Gbps Revenue Finally Surpasses 10 Gbps Revenue

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Portola Valley, California – Sept. 17, 2018 – A newly released market report from the 650 Group indicates that 100 Gbps revenue has exceed 10 Gbps revenue for the first time, as Data Center Ethernet Switching hit an all-time record high in 2Q18.   “The Data Center Ethernet Switch market hit a significant… Read More »All Time Record for Data Center Ethernet Switch Market, According to 650 Group;  100 Gbps Revenue Finally Surpasses 10 Gbps Revenue

$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group

— Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services PORTOLA VALLEY, Calif.  August 20, 2018 —  According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in… Read More »$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group