Technology Analyst and co-founder of 650 Group
In 1Q22, revenues of the Telecom Core market were 4% greater than the year-ago quarter, according to our recently updated report. The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. The report also includes an updated long-term forecast. For the… Read More »650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results
Fortinet had its Accelerate 2022 conference today. Its executive team presented its current strategy and expectations for the future and highlighted what it thinks are its key differentiators in the marketplace. The company explained: (a) the importance of its ASIC and its software code-base called FortiOS, (b) its services bundling… Read More »Fortinet Accelerate 2022 Recap
We participated in the Huawei Analyst Summit 2022 (#HAS22) for three days this week. The conference started with a keynote featuring Rotating Chairman, Ken Hu and then there were many executives and managers in charge of various operating groups at Huawei. To summarize, Hu said there will be challenges ahead… Read More »Huawei Analyst Summit 2022 Recap
HPE Aruba’s NaaS Announcements Change the Consumption Model Dialogue with Customers Incline Village, Nevada – March 31, 2022 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for enterprise WLAN. The… Read More »650 Group Launches Network-as-a-Service (Naas) Report Focused Exclusively on the Enterprise WLAN Market
We attended Aruba, a Hewlett Packard Enterprise’s Las Vegas-based Atmosphere conference. It was very well attended, and this was Aruba’s first in-person user conference in over two years as we come out of the pandemic. Aruba made several important announcements at the event, including a formal Network as a Service… Read More »HPE Aruba Atmosphere 2022 Recap
Vendors Taking Different Approaches to Consumption Models for Campus Ethernet Switching, WLAN, and SD-WAN Markets INCLINE VILLAGE, Nev. – March 23, 2022 – A new category of research by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, will provide a series of reports… Read More »650 Group Launches New Research Report Series Focused on Network-as-a-Service (NaaS)
Enterprise WLAN Systems Shipments Grew 4% Y/Y 4Q21, on Double-Digits Chip Orders Growth Incline Village, Nevada – March 9, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Wireless LAN (WLAN) Infrastructure Semiconductor primary… Read More »Wireless LAN Infrastructure Semiconductor Lead Times Remain Elevated, According to 650 Group
Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week. Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is… Read More »MWC 2022 Recap
This blog post is the second and final part of article that about an interview we had with Dritan Bitincka, co-founder of Cribl, an Observability Infrastructure vendor. The interview proceeded on three different tracks: (a) Mr. Bitincka’s Journey to Cribl, and (b) Industry Changes, and (c) The Future of Observability and… Read More »CRIBL CO-FOUNDER DISCUSSES OBSERVABILITY TRENDS (PART 2)
Nokia’s Global Analyst Forum this week highlighted two main trends. First, the company says it has caught up to rivals in its 5G radio development. Furthermore, the company expects its wireless systems to become increasingly technologically differentiated from competitors. Second, the company emphasizes its message that it is the “green… Read More »Nokia Highlights its RAN, Cloud and Broadband Progress
