Technology Analyst and co-founder of 650 Group
Huawei chose to address two main themes in its keynotes at HAS2023, a focus on basic R&D and the importance of Artificial Intelligence (AI). Like last year’s presentations, the company continues to emphasize its ongoing efforts to develop new science and algorithms to keep Huawei ahead of competitors. For instance,… Read More »Huawei Analyst Summit 2023 Review
Comcast Business is expanding rapidly and shared its views in a recent analyst meeting in Philadelphia that we attended. Last year, it added $800M of revenues compared to the prior year, and at this meeting, management is pointing to its expectations to hit $10B of revenue soon. The company excels… Read More »Comcast Business is taking on security
Fortinet’s management team spoke to a packed house at its series of customer and partner-focused keynotes and emphasized its strengths in Secure Networking and its exposure to Operational Technology (OT). The company communicated the concept of network and security convergence, that the intersection between Enterprise Networking and Cybersecurity is a… Read More »Fortinet Accelerate 2023 Conference Focuses on Secure Networking and Operational Technology
At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23
Zscaler just beefed up its offering by announcing plans to acquire Canonic, a security company that enhances the acquirer’s CASB and SSPM offerings. With the Canonic offering, Zscaler will be able to address an emerging security threat that companies experience – third-party applications and browser extensions that connect to corporate… Read More »Zscaler Expands Services With Plans to Acquire Canonic
We virtually attended several keynote presentations from the Ultra-Broadband Forum (UBBF) in Bangkok, Thailand. This year, as has been the case for every year since the first one in 2014, Huawei is the most prominent vendor in attendance; others making presentations included government officials, leaders of standards bodies, and service… Read More »Huawei UBBF Conference Emphasizes F5.5G and 50G PON
At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud
In 2Q’22, revenues for the RAN (Radio Access Network) market were 3% less than the year-ago quarter, according to our recently published report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. Our report also includes an updated long-term forecast.… Read More »2Q’22 RAN Market and Long-Term Forecast Results
In 2Q22, revenues of the Telecom Core market were 3% greater than the year-ago quarter, according to our recently published report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. Our report also includes an updated long-term forecast. We… Read More »2Q’22 Telecom Core Market and Long-Term Forecast Results
T-Mobile US CEO Mike Sievert and SpaceX Founder Elon Musk shared the stage at SpaceX in Texas to announce plans for a 2023 beta service to allow T-Mobile customers to roam to Starlink satellite service using existing phones. Without saying it explicitly, it appears that SpaceX has a US-territory exclusive… Read More »SpaceX and T-Mobile US Announce Roaming Partnership Setting Stage for 6G
