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HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point

by Chris DePuy, 650 Group / September 30, 2026 Today, we attended HPE’s Networking Investor Day, where the company put numbers on its post-Juniper networking strategy — and, the same morning, backed the story with its first AMD Helios AI Rack order, a $1.2B deal with Vultr. The through-line of… Read More »HPE Networking Investor Day: Raised Synergies, Segment Growth Targets, and a $1.2B AMD Helios Proof Point

Cloud-Managed Enterprise Wireless LAN Services Revenues Grew 10% Y/Y; According to 650 Group

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Enterprise WLAN Market Expected To Rebound Nearly 10% in 2025 as the Transition to Wi-FI 7 Begins Incline Village, Nevada – June 7, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless… Read More »Cloud-Managed Enterprise Wireless LAN Services Revenues Grew 10% Y/Y; According to 650 Group

Wireless LAN – NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q’23; According to 650 Group

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HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nevada – July 31, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into… Read More »Wireless LAN – NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q’23; According to 650 Group