Technology Analyst and co-founder of 650 Group
For those of us who participate in the WLAN infrastructure industry, Apple’s product releases are important. Today, at the iPhone 11 product launch, we saw Apple place very little emphasis on WiFi capabilities of the new iPhones. But, based on a slide showing various new features about the new iPhones,… Read More »Apple launches iPhones with Wi-Fi 6
We attended the Comcast Business analyst event in Philadelphia. We find the Business Services part of Comcast is interesting, and so do customers, because it is growing rapidly. It installs a “new Ethernet every four minutes,” and has “40-45K installs per month.” The company shared with the audience that it… Read More »Comcast Business update – Moving up the stack
Chris DePuy, founding analyst for 650 Group will deliver the ONF Connect Friday keynote: CORD TAM Research Update at ONF Connect 2019 happening Sept 10-13th in Silicon Valley. Telecom operators including AT&T, Comcast, DT and Comcast, along with big cloud providers like Google Cloud, are participating in the Open Source… Read More »650 Group to deliver keynote presentation on open source network market at onf connect ’19
We attended the Qualcomm Wi-Fi 6 event held in San Francisco today. Representatives from partner companies who attended included HPE Aruba, Cisco, Commscope, Boingo, Netgear, Rivet Networks, AMD, and Microsoft. The principal announcement at the event was that Qualcomm announced its Networking Pro Series Platforms which are focused on Wi-Fi 6 capabilities,… Read More »Qualcomm Wi-Fi 6 Event Wrap-up
On August 8, 2019, publicly-traded Cambium announced that it had completed the acquisition of the Xirrus products and cloud services from privately-held Riverbed Technology, Inc. Xirrus has been a vendor in the Enterprise WLAN market for a while now and has been associated with its high-performance enterprise-class WLAN products as… Read More »Cambium acquires Xirrus, further consolidating the Enterprise Wireless LAN market
Huawei had record European revenue in 2Q19 for the Ethernet Switch market. Both Data Center Switching and Campus Switching showed strong performance in Europe in the quarter despite the ongoing trade war. On an overall basis, Huawei’s Ethernet Switch results were flat Y/Y. China results for the company were down… Read More »2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe
Today, Huawei announced 1H19 results were CNY401.3B, up 23.2% Y/Y. Carrier business 1H19 revenues were CNY146.5B, with 50 commercial 5G contracts and shipments of more than 150,000 base stations. Enterprise 1H19 revenues were CNY31.6B. Consumer Business 1H19 revenues were CNY220.8B, with 118M smartphone units, up 24% Y/Y. The company said… Read More »Huawei 1H19 Results Strong; Still Growing After Entity List Event
Extreme Networks announced plans to acquire Aerohive, which has most of its revenues in Enterprise WLAN. The deal was a surprise, as evidenced by the 40% price premium paid on on HIVE. After this deal closes, Extreme’s WLAN business will be the combination of three WLAN businesses – the traditional… Read More »Extreme Acquiring The Last Pure-Play Enterprise WLAN Company, Aerohive
MACSec Helps Pave the Way to End-to-End Data Security As consumers and businesses put more data in the Cloud, the importance of securing that data increases. In just the last year, we have seen advanced threats and attacks by various entities to hack into that data and hyperscalers push back… Read More »400 Gbps – Security is Pivotal as Speeds in the Data Center Move Beyond 100 Gbps
Mellanox and Arista May Announcements New Switches & Routers Spell New Possibilities The hyperscale, cloud and hyper converged industry — despite a pause in data center equipment growth in Q1, as we reported last week— saw two major Ethernet product announcements so far this month. Both new platforms, announced by Mellanox… Read More »New Data center switches spell new possibilities
