Technology Analyst and co-founder of 650 Group
Earlier this year, Aerohive issued a press release about its A3 software system. A3 is what we categorize as an Enhanced Network Access Control (ENAC) system; we calculate market share statistics on this market in our Security report series. The company is now getting ready to bring the product to… Read More »Aerohive A3 – Enhanced Network Access Control (ENAC) System Hitting the Market
There were two main announcements, a new relationship with Google Cloud Platform and a new flash device – the AFF A800. Also, in our interviews with NetApp, we learned about the future of Fibre Channel at the hyperscalers. Google. Google Cloud Platform now integrates NetApp Cloud Volumes as a drop-down… Read More »NetApp Industry Analyst Meeting announcements – Google and more flash
Today Arista announced its entry into the campus market launching several products in the core and aggregation layer for campus switching. For years there has always been a blurry line on how one defines campus core, partially driven by the utility of the Cat 6500 installed base. But this has… Read More »Arista Networks – Campus Core – A Little Bit of Campus, A Little Bit of Data Center
We attended the Huawei Analyst Summit 2018 in Shenzhen, China last week and reported mainly on service provider trends. This week, we highlight some of our observations about Huawei’s Enterprise business, specifically, the enterprise business. The Enterprise Services revenue grew 33% Y/Y in 2017, driven by 56% Y/Y growth in… Read More »Huawei Enterprise Services Growth was 33% Last Year
Keynotes at the NFV World & Zero-Touch Congress in San Jose, California were very interesting today. We share our observations and view of the main themes from these interesting presentations by Nokia, NEC/Netcracker, Google, CenturyTel. The main theme of these presentations, we think, is this: NFV/SDN is now deeply in… Read More »NFV World Congress – Nokia, NEC/netcracker, Google, CenturyTel Highlights
Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world. Huawei expects 86% of enterprises to have experimented with AI by… Read More »Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G
At NetApp’s analyst meeting today, CEO George Kurian sees opportunity in selling HCI (introduced F2Q18, 4-5 months ago), AFA, share-taking in SAN, and public cloud software and services. Every large customer NetApp talks to, according to Kurian, is using multiple cloud service providers and/or SaaS services and most are using the… Read More »NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software
Mavenir held a ‘virtual’ analyst meeting – essentially a webinar – that conveyed the company’s efforts on several new initiatives: (a) SMB UCaaS – small business unified communications, (b) Messaging as a Platform (MaaP), (c) Monetization of messaging, (d) Security Solutions (relating to toll fraud, for instance), and (d) xRAN/Open… Read More »Mavenir Analyst Briefing – UCaaS, RCS Monetization, xRAN & 5G markets
Arris held its annual investor day late last week on March 28, 2018. It was interesting: the company said “Everything is going wireless,” which is an interesting admission for a company that, until about a year ago, was essentially a pureplay on wired broadband. To be sure, the company has… Read More »Arris Analyst Meeting Takeaways
There were 3,100 attendees at the Atmosphere show in Las Vegas, most of which appeared in attendance at the keynote. Artificial Intelligence and Cloud were the main topics. Specifically new for the show: cloud-managed SD-WAN, NetInsight, ArubaEdge Partner program, Cape Networks acquisition. Cloud-managed SD-WAN – June/July ’18 availability (dynamic path… Read More »HPE Aruba Atmosphere Keynote Summary
