Juniper held its industry analyst day last week to present its strategy update to the market; the company wants to change networking for the cloud era. The company reiterated its commitment to three customer types: cloud provider, service provider, and enterprise. The company is making investments to take advantage of… Read More »Juniper Networks – Reinvigorating the Enterprise
We attended the Comcast Business analyst event in Philadelphia. We find the Business Services part of Comcast is interesting, and so do customers, because it is growing rapidly. It installs a “new Ethernet every four minutes,” and has “40-45K installs per month.” The company shared with the audience that it… Read More »Comcast Business update – Moving up the stack
On August 8, 2019, publicly-traded Cambium announced that it had completed the acquisition of the Xirrus products and cloud services from privately-held Riverbed Technology, Inc. Xirrus has been a vendor in the Enterprise WLAN market for a while now and has been associated with its high-performance enterprise-class WLAN products as… Read More »Cambium acquires Xirrus, further consolidating the Enterprise Wireless LAN market
Juniper Networks announced plans to acquire Mist Systems for approximately $405M in cash. We think this deal makes sense for Juniper, who can now sell a key technology – WLAN – into its customer base of large and medium enterprises. Valuation of the deal probably fell a bit short of… Read More »Juniper announces plan to Acquire WLAN Vendor, Mist Systems
Yesterday, Ericsson and Juniper announced plans to partner to tackle 5G transport challenges together. Additionally, Ericsson announced a partnership with optical transport company, ECI. The companies said that Ericsson’s Router 6000 product family will focus on fronthaul and backhaul and edge compute and will be complemented by Juniper MX, PTX and… Read More »ERicsson and Juniper Re-Partner To Pursue 5G; ECI also announced
Keynotes at the NFV World & Zero-Touch Congress in San Jose, California were very interesting today. We share our observations and view of the main themes from these interesting presentations by Nokia, NEC/Netcracker, Google, CenturyTel. The main theme of these presentations, we think, is this: NFV/SDN is now deeply in… Read More »NFV World Congress – Nokia, NEC/netcracker, Google, CenturyTel Highlights
We attended the #OFC18 show and found the major theme to be the emergence of 400 Gbps modules. The next most noteworthy theme, we though, was that made by a single company, Nokia, which made its PSE-3 engine announcement. Juniper also caused a buzz with the introduction of its ACX6360… Read More »OFC 2018 Theme: 400 Gbps
Portola Valley, California – January 16, 2017 – A newly released market leading report by 650 Group indicates that 200 Gbps, 400 Gbps, and 800 Gbps will all ship in the next five years resulting in robust growth for the Ethernet Switch Market. “The first wave of 200 Gbps and 400… Read More »200 Gbps and 400 Gbps to have Material Impact on Ethernet Switch Market in 2018, According to 650 Group 800 Gbps to Ramp Early Next Decade
New CTO – It was great to see and hear Juniper’s new CTO, Bikash Koley at NXTWORK. The message was very clear that new networks need to be built, not only from the speeds and feeds technology point of view, but from the operator point of view. Scale and simplicity… Read More »Juniper NXTWORK Analyst Day Takeaways
Arista, Cisco, and Juniper Jockey for Position While New Vendors Emerge for Data Center Edge and Data Center Interconnect Use Cases Portola Valley, California – October 6, 2017 – An upcoming report by 650 Group, the leader in Switching, Routing and Data Center Interconnect market research and competitive positioning, indicates an… Read More »Switching and Routing Battle for Data Center Leadership Intensifies in 3Q17, According to 650 Group
