Cloud

Cloud-Managed Enterprise Wireless LAN Services Revenues Grew 38% Y/Y, According to 650 Group

Enterprise WLAN Market Rebounded with 25% growth in 1Q’21, Driven by 197% Y/Y Wi-Fi 6 Revenue Growth INCLINE VILLAGE, Nevada – June 17, 2021 – 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 38% Y/Y, According to 650 Group

SONiC Market to Exceed $4B in 2025 for Data Center Switching; According to 650 Group

Hardware and Software Markets to Evolve Differently as SONiC Support Increases in the Ecosystem INCLINE VILLAGE, Nev., May 10, 2021 – According to a new report published by 650 Group, titled SONiC Market Forecast 2020-2025, the worldwide market for SONiC in Data Center Switching will exceed $4 Billion in revenue… Read More »SONiC Market to Exceed $4B in 2025 for Data Center Switching; According to 650 Group

Extreme Networks Investor Day Highlighted Cloud-Managed and 5G Themes

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 Report: Multi-Cloud to Drive Significant Workload Growth; Workloads FORECAST TO IncreasE Nearly 500% by 2025

Colocation Providers Have a Key Role in Enterprise Deployment as Well as Future AI and ML Workloads INCLINE VILLAGE, NEV. Feb. 3, 2021 – According to a new report published by 650 Group, titled Workloads and Multi-Cloud Forecast 2020-2025, the worldwide number of workloads being deployed will increase nearly 500%… Read More »650 Group Report: Multi-Cloud to Drive Significant Workload Growth; Workloads FORECAST TO IncreasE Nearly 500% by 2025

Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth

Google, the largest US Hyperscaler by revenue, reported Search and Social results that declined Y/Y for the first time while IaaS revenue grew nearly $1B Y/Y.  We were a little surprised at Facebook’s robust growth compared to Google’s. Google’s results were in line with our overall expectations for Search and… Read More »Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth

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

HPE Aruba’s Purchase of Silver Peak Strengthens Edge and Branch Portfolio

Alan Weckel:  This week, HPE Aruba announced its planned acquisition of Silver Peak for $925 million with an expected close date during HPE’s fiscal 2020, so we expect the deal to close in calendar 4Q20. SD-WAN is becoming a battleground for vendors as an increasing portion of enterprises want single-pane… Read More »HPE Aruba’s Purchase of Silver Peak Strengthens Edge and Branch Portfolio

Q1’20 Data Center Equipment CAPEX for the US Hyperscalers Take Different Directions as World Changes Consumption Models

Surge Spending and Different Usage Patterns Change 2020 and 2021 CAPEX Trends PORTOLA VALLEY, Calif.  May 5, 2020 —  According to a newly released report issued by founding analysts of 650 Group, the US Hyperscaler Cloud market revenue grew 20% Y/Y in Q1’20 while CAPEX used for Data Center Equipment… Read More »Q1’20 Data Center Equipment CAPEX for the US Hyperscalers Take Different Directions as World Changes Consumption Models