Last week, at Nokia’s analyst meeting in Helsinki, it discussed its achievements and its challenges. The company’s successes include its traction and product introductions on the enterprise market, its market traction in selling Nokia’s end-to-end portfolio, and its 5G market momentum. Management reiterated that Nokia has signed 50 5G deals… Read More »Nokia Analyst Meeting: an Enterprise Focus
Big themes at the show were WiFi-6, 6 GHz, and 802.11ah. We share some comments about the following organizations: WiFi Alliance, Commscope, Newracomm, Celeno, Cambium, Juniper Networks, On Semiconductor, Extreme Networks, Webb Search, Facebook, UK’s Ofcom, Huawei, and 650 Group. The WiFi Alliance and a handful of other speakers commented… Read More »WiFiNOW London conference themes were WiFi-6, 6 GHz and 802.11ah
We attended the operator and vendor consortium of 5G Americas. The themes of the show were: 5G, spectrum, cell siting, Asia-Pacific operator progress. For the second time in the past couple weeks, we saw FCC Commissioner Michael O’Reilly present, and his key messages were similar both times, focusing on CBRS,… Read More »5G Americas conference: unlicensed spectrum highlight
Juniper held its industry analyst day last week to present its strategy update to the market; the company wants to change networking for the cloud era. The company reiterated its commitment to three customer types: cloud provider, service provider, and enterprise. The company is making investments to take advantage of… Read More »Juniper Networks – Reinvigorating the Enterprise
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
We attended the Open19 Foundation Summit 2019 in San Jose, CA. The key message of the leadership team of the Foundation was that it expects 2019 to be the year where Open19 systems begin shipping. Yuval Bachar, President of the Foundation explained that there are 8-10 companies that are deploying or… Read More »open19 summit – The Foundation expects 2019 to be the year of deployments
We attended media briefings at the Keysight World conference held near San Francisco, California, yesterday. Keysight World San Francisco showed a more integrated Ixia as well as a further push towards 5G, automotive and energy, and data center and telecom. Much of the companies conversations during the event related to synergies… Read More »Keysight World San Francisco Update on 5G and Pervasive Ethernet
Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019. The company’s high-level message was simple – the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop… Read More »Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)
We attended the Mobile World Congress last week in Barcelona along with an estimated 104,00 others from nearly every country in the world. We met with over 42 companies and nearly 200 people at the show and attended many press announcements. While most of the MWC19 headlines were about 5G,… Read More »MWC19 Was As much About Enterprise and Unlicensed as it was 5G
Our big takeaway from its recent global analyst meeting was that Nokia is formalizing its enterprise business. Of course, the company’s primary business, which focuses on telecom service providers, is undergoing major product updates, including towards 5G, Fixed Wireless Access and towards network slicing. We have published about these topics… Read More »Nokia Analyst Meeting UPdate; A Focus on Enterprise
