Technology Analyst and co-founder of 650 Group
The only negative in Microsoft’s earnings in 2Q20 was Bing, expected based on consumer behavior trends. Azure continues to grow robustly as the company experiences supply constraints, just like everyone else in 2Q20. Over the next 4-6 quarters, we expect Project Jedi, the DoD’s Cloud project awarded in 2019 to… Read More »Microsoft – Different Clouds to Different People
Facebook revenue grew robustly in 2Q20, and its CAPEX guidance remained consistent for 2020 compared to previous revisions in the last two quarterly results. Facebook’s results were counter trend to our expectations that many advertisers would pull back spending do to COVID-19 based on lack of supply (no need to… Read More »Facebook – Robust Search and Social Revenue Growth Counter trend to Overall Market
Google, the largest US Hyperscaler by revenue, reported Search and Social results that declined Y/Y for the first time while IaaS revenue grew nearly $1B Y/Y. We were a little surprised at Facebook’s robust growth compared to Google’s. Google’s results were in line with our overall expectations for Search and… Read More »Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth
Over the next five days, we will highlight each of the US Hyperscalers and the results they had during 1H20 and 2Q20. Today we will start with the overall trends in the market. US Hyperscaler revenue grew 20% in 2Q20 compared to a year ago, setting a new record. US trade… Read More »Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections
Before the consolidation in the Mobile Radio Access Network (MRAN) market that occurred in the past decade during Huawei’s ascendancy, there were a dozen major RAN vendors. They included Motorola, Lucent, Alcatel, Siemens, Nokia, Ericsson, NEC, Fujitsu, Samsung, Nortel, Huawei and ZTE, and they hailed from the US, France, Germany,… Read More »And then there were 10 (RAN VEndors)
We attended two separate presentations made by Ciena last week and have reflected on the comments made by the company. In summary, Ciena advocated using both pluggables like ZR and ZR+ as well as high-performance optical transport systems (its main business) together to construct cost-effective networks. The mix and match… Read More »Our take On Ciena’s Pluggables Strategy
Alan Weckel: This week, HPE Aruba announced its planned acquisition of Silver Peak for $925 million with an expected close date during HPE’s fiscal 2020, so we expect the deal to close in calendar 4Q20. SD-WAN is becoming a battleground for vendors as an increasing portion of enterprises want single-pane… Read More »HPE Aruba’s Purchase of Silver Peak Strengthens Edge and Branch Portfolio
Today, Nokia announced the company’s entry into the Data Center Switching market with new hardware and an open Linux-based network operating system built from the ground-up to address the needs of hyperscalers. Similar to a startup approach, Nokia started in stealth and with an open whiteboard to create a brand… Read More »Nokia Enters the Hyperscaler Switching Market with New Hardware Platform and Operating System
At Cisco Live, Cisco announced its next Cloud Scale ASIC. Specifically, it announced it’s 25.6 Tbps (512x56G) ASIC for shipment in early 2021. Cisco became the third vendor to announce a 25.6 Tbps ASIC this year, which we see as a higher volume class of ASIC than 12.8 Tbps ASICs. … Read More »Cisco Joins the 25.6 Tbps ASIC club with new Cloud Scale ASIC
Microsoft acquired Israeli startup, CyberX Labs today in a move that gets Microsoft Azure into the IoT security market. We have been tracking CyberX for a couple years and have generally categorized it as an emerging player in the Operational Technology Access Control (OTAC) market. More recently, it has smartly… Read More »Microsoft Acquires CyberX Labs and Enters the IoT/OT network Security Market
