Technology Analyst and co-founder of 650 Group
Mavenir held its annual analyst event this week and highlighted some important information highlighting its progress in transitioning to a maturing ecosystem player in the telecom equipment industry. The company highlighted its recent Koch Brothers $500M investment; existing investors include Intel/Nvidia and Siris Capital, who remain majority equity holders. The… Read More »Mavenir Hightlights is RAN Progress at its Analyst Meeting
When Cribl announced its monster $200M financing round, we wondered what is coming next for the observability infrastructure company. The company has revealed some of what got investors excited in its fall release (Version 3.2.0) announcements. We think the two most important elements of the fall release announcements include is… Read More »Cribl’s Fall Release Hints At Why It Just Closed a Monster Financing Round
New SaaS-based Entrant, WiteSand, Joined Existing Vendors That Experienced Growth Including Cisco and HPE ArubaIncline Village, Nevada – Sept. 9, 2021 – In a recently published report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, it was revealed that the Enhanced Network… Read More »650 Group Report Highlights the Return to Growth for the Enhanced Network Access Control (ENAC) Market
For many, the DPU is associated with the Smart NIC and the boundary between computing and networking. Therefore it has a finite market size tied to the number of servers and appliances in the market. DPU history focused on offloading the processor with storage, basic security, and virtualization allowed the… Read More »DPU Opportunity Increases with New Market Opportunities in RAN, Security, and Enterprise WORKLOADs
In the world of networking and security, intelligence and attack mitigation means little if it cannot keep pace with the speed of connection and transactions. Many questions can arise as a raft of technologies, some traditional and others new, have entered the market. There is a mix of chips that… Read More »Is Security Bandwidth Keeping Up With Network Bandwidth?
Extreme Networks announced its intention to acquire the Ipanema SD-WAN operations of Infovista. The company expects the deal to close in October 2021 and that in Extreme’s Fiscal 2022, the revenue contribution will be “material.” We think Extreme’s entry to the SD-WAN market gives the company exposure to a critical… Read More »Extreme Networks Entering The SD-WAN Market
Wireless Internet Service Providers (WISPs) and Managed Service Providers (MSPs) have a big opportunity coming up as wireless quickly evolves with LTE and 5G technologies. 650 Group analysts have observed the mobile market from a telecom and enterprise edge perspective for the past two decades. Today, there is more action… Read More »What Is Behind The 5G Cpe And Enterprise Surge?
Today, Rakuten announced that has acquired the rest of Open RAN startup, Altiostar. It already owned 67% of the pioneering vendor, and paid another $370 million to acquire the rest, at a valuation just over $1 billion. The company is adding Altiostar to its Rakuten Communications Platform (RCP) capabilities now… Read More »Rakuten Acquires Altiostar; and Announces European Customer, 1&1
Migrating Features to Active Cables to Support Performance and Reliability Traditional enterprise data centers have an Achilles heel – the single TOR per rack architecture. If that TOR fails, it takes the entire rack offline, and as Microsft recently published, this happens at least 2% of the time in the first… Read More »Higher Speeds In Ethernet Changing The Top-of-rack To Server Topologies
We have published our first story at Forbes Business Council. Read it herehttps://www.forbes.com/sites/forbesbusinesscouncil/2021/07/07/naas-businesses-may-not-have-to-run-their-own-networks-anymore/?sh=525d20d83872 A preview of the concepts: Today, mobile networks and enterprises networks use wholly different network technology and operate using different business models. There’s a push by the same companies that make enterprise networking gear to change their… Read More »NaaS: Can someone else run the enterprise network?
