At this year’s Mobile World Congress show, two major themes emerged as significant to us: satellites, Managed Service Providers and a pivot to Enterprise markets. First, Samsung, Qualcomm, and MediaTek introduced satellite phone capabilities, following last year’s announcements by Apple and Starlink/T-Mobile USA’s entry to the satellite markets. Yes, there… Read More »Satellites and Enterprise Focus at MWC23
At the 5G Americas conference, attendees have an opportunity to meet with operators in the North and South American geographies, as well as standards, regulatory and vendor representatives. The four main topics we concentrated on from the conference were US FCC comments, Open RAN, Enterprise Cellular and Cloud. FCC. US… Read More »5G Americas Conference Highlights on Open RAN, Enterprise Cellular and Telco Cloud
Report Covers Arista, Cisco, Juniper, White Box Vendors; Data Center Ethernet Switch Market Shares Differ Materially Between the Cloud and the Enterprise Markets Incline Village, Nev.– Aug. 29, 2022 – According to a newly released report issued by 650 Group, there are unique differences between Ethernet Switches deployed into Clouds… Read More »650 Group Launches Data Center Ethernet Switching Report Focused Exclusively on the Cloud Market
Cisco just held its PONC 2022 conference, with over 500 attendees registered. We found the most exciting topics at the three-day show were: (a) its progress with RON, (b) PLE availability, and (c) the 400G ZR ramp. Cisco is pushing for integrating optical transceivers with routers, a significant step forward… Read More »Cisco PONC 2022 conference highlighted RON progress, PLE availability, and 400G success
In 1Q’22, revenues for the Optical Transport market were 6% greater than the year-ago quarter, according to 650 Group’s recently published report. The market overall has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines. On a regional basis, North America had… Read More »1Q’22 Optical Transport Market and Long-Term Forecast Results
HPE Aruba’s NaaS Announcements Change the Consumption Model Dialogue with Customers Incline Village, Nevada – March 31, 2022 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into the NaaS market for enterprise WLAN. The… Read More »650 Group Launches Network-as-a-Service (Naas) Report Focused Exclusively on the Enterprise WLAN Market
Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week. Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is… Read More »MWC 2022 Recap
New SaaS-based Entrant, WiteSand, Joined Existing Vendors That Experienced Growth Including Cisco and HPE ArubaIncline Village, Nevada – Sept. 9, 2021 – In a recently published report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, it was revealed that the Enhanced Network… Read More »650 Group Report Highlights the Return to Growth for the Enhanced Network Access Control (ENAC) Market
Extreme Networks held its investor day and highlighted multiple themes. The company highlighted its Networking-focused Cloud-management capabilities, its large addressable market, how the company can benefit from the 5G market and its pivot to growth markets. CEO Ed Meyercord addressed Cloud, 5G and artificial intelligence themes. For us, we thought… Read More »Extreme Networks Investor Day Highlighted Cloud-Managed and 5G Themes
650 Group Reports that Managed Hardened and Industrial Switching to Triple and Make Up Increasing Portion of Campus Switching Offerings by 2025 INCLINE VILLAGE, NEVADA, Jan. 26, 2021 — According to a new report published by 650 Group, titled Industrial Switching Forecast 2020-2025, the worldwide Managed Industrial Switching market will… Read More »Industrial Ethernet Switching Forecasted to Outpace Data Center Switching & Campus Switching Markets Over Next 5 Years
