Technology Analyst and co-founder of 650 Group
Today, Alcatel-Lucent Enterprise (ALE) and Celona announced a partnership where ALE will sell Celona’s Private 5G systems. Additionally, ALE will integrate the Celona offering into its management systems so that customers will enjoy both systems but manage them more easily. The benefit to ALE customers will be that the combined… Read More »ALE and Celona’s Private 5G Collaboration
Today, Google announced plans to acquire Wiz, Inc. for $32B in cash. Of course, the deal is subject to “customary closing conditions including regulatory approvals.” Google said that Wiz’s products will continue to work and will be available across all major clouds, including AWS, Azure, and Oracle Cloud. It also… Read More »Google’s Planned Acquisition of Wiz Has The Potential to Change the Security Industry
We met with Drivenets executives at the show last week and learned much about the scope of the company. Importantly, the network software company is growing very significantly and has numerous contracts. The company now employs over 500 people and has over 100 open requisitions to hire more personnel.
Network software company Arrcus Networks made several important announcements at the Mobile World Congress 2025 (MWC25) show in Barcelona this week. We visited the company several times over the days we were at the show to learn as much as possible about the various announcements. The company announced partnerships with… Read More »Arrcus Announces NVIDIA and Broadcom Integrations at MWC25
One of the main themes we sought to investigate with our attendance at the Mobile World Congress 25 show in Barcelona this year was whether the mobile operator industry has made progress in finding new sources of revenue above and beyond bare-bones mobile data. Several themes were evident: first, Fixed… Read More »MWC25 – Mobile Operator 5G-Era Monetization Is Developing
In our IoT report, we’ve counted on low-cost, long-distance, customer-owned Wi-Fi systems as providing a critical connectivity need. We had the opportunity to visit Morse Micro yesterday at the CES show in Las Vegas, NV, and left with the impression that HaLow’s time is upon us. In the company’s booth… Read More »802.11ah HaLow at CES
The central themes of last week’s Mobile Broadband Forum (MBBF) in Istanbul were that Huawei made a big deal about 5.5G and AI. More specifically, Huawei’s radio team pointed out that its recently improved cellular uplink capabilities will be critical as AI, robots, and automobiles create a surge in cellular… Read More »Huawei MBBF Conference 2024 (Istanbul) – 5.5G Theme
Usually, Telecom and wireless RAN are the main topics for the MWC-Las Vegas show, but at this year’s show, what caught our eye was indoor cellular, satellite, and data center networking. It was surprising that telecom heavyweights like Ericsson, Nokia, Samsung, and Cisco did not attend. But we love going… Read More »MWC Las Vegas Themes: Indoor Cellular, Satellite and Data Center
This week, we attended Cisco’s Packet Optical Networking Conference 2024 (PONC 2024). The conference was mainly for partners and customers, and new products and architectures were the main discussion topics. A year ago, we concluded that Cisco’s Routed Optical Networks (RON) vision, where routers and pluggable coherent modules operate together… Read More »Cisco Packet Optical Networking Conference 2024 – Another Step Forward
Nokia held its annual Fixed Networks Analyst meeting this week, and we were impressed with the company’s progress. While the company explained that the BEAD program has slipped an estimated 6-9 months, it shared that its pipeline of deals remains healthy. The company characterized that BEAD will go through its… Read More »Nokia Broadband Strategy Rapidly Adapting to Changes
