Cisco

Deep Observability Market Exceeds $200M in 1H24, On Pace to Approach $500M for Full-Year 2024

Deep Observability Market Forecast to Approach $2B by 2029 The last few months of the Observability market have been dominated by Cisco closing its acquisition of Splunk and incorporating Splunk into its broad Cisco networking and security portfolios. In doing so, Cisco is reprioritizing the security and observability components of… Read More »Deep Observability Market Exceeds $200M in 1H24, On Pace to Approach $500M for Full-Year 2024

Cisco Packet Optical Networking Conference 2024 – Another Step Forward

This week, we attended Cisco’s Packet Optical Networking Conference 2024 (PONC 2024). The conference was mainly for partners and customers, and new products and architectures were the main discussion topics. A year ago, we concluded that Cisco’s Routed Optical Networks (RON) vision, where routers and pluggable coherent modules operate together… Read More »Cisco Packet Optical Networking Conference 2024 – Another Step Forward

Fortinet’s Planned Acquisition of Lacework Expands its Opportunities Significantly

Fortinet announced plans to acquire Lacework, a Cloud-Native Application Protection Platform (CNAPP) company. For those who have kept up with the cybersecurity industry news, in April of this year, Lacework was an acquisition target by privately held Wiz. However, that deal, reportedly valued between $150-200M, never materialized. Lacework opens up… Read More »Fortinet’s Planned Acquisition of Lacework Expands its Opportunities Significantly

Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too

Today, Cisco completed its acquisition of Splunk, many months ahead of its initial estimates at the time of the deal announcement. Over the years, we have tracked Splunk’s exposure to Observability, SIEM, SOAR, and other reportable segments. What’s interesting is that on a pro-forma basis, when we add up Cisco… Read More »Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too

Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 2023; According to 650 Group

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Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – March 1, 2024 – According to a newly released report issued by founding analysts of 650 Group, there are unique differences between Ethernet switches deployed into clouds and enterprise… Read More »Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 2023; According to 650 Group

Aviz Extends Funding to $10M with Cisco Investments, Accton, and Wistron

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SONIC- start up Aviz of San Jose announced this week its latest funding round, now reaching $10M, to work to accelerate customer momentum for its multi-vendor, GenAI-based networking stack along with adoption of SONiC based open networking CEO Vishal Shukla quoted in SDX Central:“Our DNA is community-first. We want to… Read More »Aviz Extends Funding to $10M with Cisco Investments, Accton, and Wistron

Cisco’s Partner Conference Emphasizes Observability, Security, SMB and MSP

At Cisco’s Partner Conference, it announced a new Emphasis on Full Stack Observability (FSO), Security, End-to-End/Solutions selling, IoT/Industrial, SMB, MSP, Sustainability/Take-Back, and. Additionally, Cisco enhanced its Partner Experience Platform (PXP) to enable partners to optimize their practice and drive growth, emphasizing recurring revenue. We see this conference as a clear… Read More »Cisco’s Partner Conference Emphasizes Observability, Security, SMB and MSP