Like many companies that sell campus networking gear, Ubiquiti Networks saw a slowdown in 2Q20. Its Enterprise-related revenues grew only 4% Y/Y and were down 16% Q/Q. We reviewed the public material from its disclosures this morning, plus as we do during each of the quarters, we are making checks… Read More »Ubiquiti Networks June 2020 Quarter Review
We expect that Wi-Fi 6E products to hit the market as soon as 3Q20 in the US and by 4Q20 in Europe. The appeal of these new 802.11ax products is that they operate not just in 2.4 GHz and 5 GHz, as 802.11ac products have, but now add 6 GHz… Read More »Wi-Fi 6E in 2020
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
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
Juniper Networks announced plans to acquire Mist Systems for approximately $405M in cash. We think this deal makes sense for Juniper, who can now sell a key technology – WLAN – into its customer base of large and medium enterprises. Valuation of the deal probably fell a bit short of… Read More »Juniper announces plan to Acquire WLAN Vendor, Mist Systems
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
Portola Valley, California – July 2, 2018 – A newly released report by 650 Group reveals strong forecasted growth in the Enterprise plus Outdoor Wireless LAN market. Emerging 802.11ax technology is expected to experience rapid adoption, with a first wave of shipments beginning in 2018, followed by a second wave of products… Read More »802.11ax Will Boost Enterprise Wireless LAN Market, Driven by IoT and Expansion of Cloud Managed Services Highlights 5 Year Forecast; According to 650 Group
H3C and Qualcomm announced the planned availability of the WA6628 802.11ax Wireless LAN Access Point; it is slated for September 2018 shipments. This new Access Point uses the Qualcomm IPQ8078 part number – we checked the Qualcomm website and we cannot find this part on the website. So, we assume… Read More »H3C and Qualcomm jointly Announce 802.11ax WLAN product availability for September 2018
We attended the Wi-Fi NOW conference in Redwood City, CA this week and attended some interesting presentations. We are writing about our observations and notes from the Google, Quantenna, Mist Systems and Mojo Networks presentations. Google Station presentation. “GOOGLE STATION: PUBLIC WI-FI TO CONNECT THE NEXT BILLION INTERNET USERS.” … Read More »Wi-Fi NOW Conference: Mojo, Mist, Google, Quantenna
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
