Blog
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 »Blog
The SASE Market Is Poised For Growth
This week, we published our Secure Access Service Edge (SASE) Forecast and Research report, a deep analysis on the market, the key players, and the opportunity that lies ahead for it. We expect SASE revenue to grow more than 500% by 2025. As a result of strong market growth, we… Read More »Blog
Rakuten Mobile Reveals Future plans
In a briefing with Rakuten Mobile today, we learned two neat things: It is experimenting with 3GPP on satellite, and it hopes to announced a full-stack Rakuten Communications Platform (RCP) customer as early as next quarter. The company also shared some plans that it has for improving coverage to 96%… Read More »Blog
650 Group Interview about 60 Ghz Wireless Market and a Follow-Up about Throughput and Range
Yesterday, analyst Chris DePuy joined Water Tower Research analyst John Roy in a discussion about the 60 GHz wireless market. If you want to learn more about this emerging market, please listen in to this 30 minute interview about 60 GHz. During the interview, John asked Chris about how fast… Read More »Blog
650 Group Take: Juniper’s Announced AcQuisition of Apstra – A Move to Software, Day 2 Operations, Automation
On December 7th, Juniper’s announced its plan to acquire Apstra. The deal is expected to close in 1H’20. Apstra, founded 2014, boasts numerous customer success stories in large enterprises, service providers, and even reaches into the mid-sized customer segment. Cutting down complexity by automating data center operations is an immediate… Read More »Blog