Recent FCC Ruling Opens Door to Expanded Spectrum and Capacity Boosted by 3-4X of Standard Wi-Fi Leading to Growth Opportunities PORTOLA VALLEY, Calif. April 23, 2020 — According to a new forecast report issued by 650 Group, revenues for the Wi-Fi 6E-based Enterprise + Outdoor Wireless LAN market will exceed $1B by… Read More »650 Group Forecasts the Enterprise Wi-Fi 6E Market to Exceed $1B by 2025
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
PORTOLA VALLEY, Calif. – Sept. 10, 2019 – A newly released report by 650 Group reveals 5% Y/Y revenue growth in the Enterprise plus Outdoor Wireless LAN market with a strong rebound in China, reversing a -4% decline into a 10% gain Y/Y. Emerging 802.11ax technology has shaped the future of the… Read More »IoT and AI will Drive Further WLAN Growth; 802.11ax WLAN infrastructure market shows 5% Y/Y growth Following a Period of Acquisitions, According to 650 Group
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
Fast-growing Ethernet Switch vendor Arista Networks announced plans to acquire Mojo Networks, an Enterprise-class WLAN vendor today. The deal is expected to close in C3Q18. This deal douses hopes that Arista may buy other WLAN vendors, in our view. Mojo Networks is unique in the WLAN industry: (a) it has… Read More »Arista Networks to Acquire Mojo Networks
Earlier this year, Aerohive issued a press release about its A3 software system. A3 is what we categorize as an Enhanced Network Access Control (ENAC) system; we calculate market share statistics on this market in our Security report series. The company is now getting ready to bring the product to… Read More »Aerohive A3 – Enhanced Network Access Control (ENAC) System Hitting the Market
Tomorrow, 650 Group’s Alan Weckel will be a featured speaker on the NBASE-T hosted webinar, entitled “Growth of NBASE-T, Market Trends and Forecast.” In this webinar, we will review Ethernet trends that related not only to Campus Switch ports, but also WLAN, computing and other devices. The NBASE-T ecosystem continues… Read More »NBASE-T Webinar Themes
There were 3,100 attendees at the Atmosphere show in Las Vegas, most of which appeared in attendance at the keynote. Artificial Intelligence and Cloud were the main topics. Specifically new for the show: cloud-managed SD-WAN, NetInsight, ArubaEdge Partner program, Cape Networks acquisition. Cloud-managed SD-WAN – June/July ’18 availability (dynamic path… Read More »HPE Aruba Atmosphere Keynote Summary
