Blog
Ericsson’s Cradlepoint Acquisition Poses Opportunities and Risks
Ericsson has served the mobile service provider industry well over the years. Most devices connected to its customers’ networks are mobile phones; this, however, is changing. Internet of Things (IoT) devices are entering the fray and provide an avenue for growth, as is the enterprise market. Additionally, Ericsson’s channels have… Read More »Blog
An Update: Juniper’s Mistification Almost Complete
We attended a well-organized and information-packed virtual conference hosted by Juniper Networks last week. While there were many themes (400G, telco cloud, AI, Mist), the one that really came through was how much the Mist acquisition has reinvigorated the Juniper organization. About a year ago, Juniper made its acquisition of… Read More »Blog
Deutsche Telekom (DT) promoteS Open RAN and Wi-Fi 6 at ONF 5G SPOTLIGHT event
Alex Choi, SVP, Head of Strategy and Technology Innovation at Deutsche Telekom, presented at Day 2 joint keynote broadcast for ONF‘s Spotlight event on 5G and open source. He shared several comments about DT’s strategy that we thought were interesting and showed that the German telco is looking to break… Read More »Blog
ONF’s New SD-RAN Project Boosts Open RAN
Activity surrounding Open RAN is hitting a fever pitch. We have been seeing accelerating operator and vendor announcements supporting Open RAN, and now the Open Networking Foundation has announced that it is launching SD-RAN to complement Open RAN. The plan for SD RAN is to open up critical portions of… Read More »Blog
Ubiquiti Networks June 2020 Quarter Review
Like many companies that sell campus networking gear, Ubiquiti Networks saw a slowdown in 2Q20. Its Enterprise-related revenues grew only 4% Y/Y and were down 16% Q/Q. We reviewed the public material from its disclosures this morning, plus as we do during each of the quarters, we are making checks… Read More »Blog
AWS Dominance continues (650 Group cloud report)
AWS (Amazon Web Services) grew nearly 30% Y/Y, remarkable results for a $10B a quarter business. 650 Group enterprise interviews indicate that IaaS is the preferred platform for new application development in the new-normal COVID-19 world. We do expect at some point enterprises will move some of these workloads back… Read More »Blog