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Satellite Broadband to Compete with Traditional PON, Cable, and Fixed Wireless Broadband Access Connectivity; According to 650 Group

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SpaceX’s Starlink Takes Early Market Share Lead as Telecom Industry Defines the Role of Emerging Technology for Residential Access Incline Village, NV – Aug. 9, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique… Read More »Satellite Broadband to Compete with Traditional PON, Cable, and Fixed Wireless Broadband Access Connectivity; According to 650 Group

Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections

Over the next five days, we will highlight each of the US Hyperscalers and the results they had during 1H20 and 2Q20. Today we will start with the overall trends in the market. US Hyperscaler revenue grew 20% in 2Q20 compared to a year ago, setting a new record. US trade… Read More »Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections

Amazon Acquisition of eero Impacts Google, NETGEAR, Linksys, Ubiquiti and TP-Link

Today, Amazon announced that it will acquire eero, a consumer mesh WiFi equipment company that as of 3Q18 had 13% revenue share.  In 3Q18, the  consumer mesh WiFi market measured just over $150M, which was up just over 34% Y/Y.  The number one player by revenue was NETGEAR in 3Q18,… Read More »Amazon Acquisition of eero Impacts Google, NETGEAR, Linksys, Ubiquiti and TP-Link

WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash

Western Digital Corporation, also known as WDC, held its investor meeting yesterday.  We highlight four important disclosures: (a) it expects HDD to survive, despite flash’s advantages, (b) WDC’s plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company’s plans… Read More »WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash

$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group

— Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services PORTOLA VALLEY, Calif.  August 20, 2018 —  According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in… Read More »$52B US Top 4 Cloud Market Grows 37% in 2Q18, Highlighted by 46% Y/Y Growth in DC Equipment CAPEX, According to Cloud Report Unveiled by 650 Group

​NetApp Industry Analyst Meeting announcements – Google and more flash

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

NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software

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