Blog
650 Group to deliver keynote presentation on open source network market at onf connect ’19
Chris DePuy, founding analyst for 650 Group will deliver the ONF Connect Friday keynote: CORD TAM Research Update at ONF Connect 2019 happening Sept 10-13th in Silicon Valley. Telecom operators including AT&T, Comcast, DT and Comcast, along with big cloud providers like Google Cloud, are participating in the Open Source… Read More »Blog
Qualcomm Wi-Fi 6 Event Wrap-up
We attended the Qualcomm Wi-Fi 6 event held in San Francisco today. Representatives from partner companies who attended included HPE Aruba, Cisco, Commscope, Boingo, Netgear, Rivet Networks, AMD, and Microsoft. The principal announcement at the event was that Qualcomm announced its Networking Pro Series Platforms which are focused on Wi-Fi 6 capabilities,… Read More »Blog
Cambium acquires Xirrus, further consolidating the Enterprise Wireless LAN market
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 »Blog
2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe
Huawei had record European revenue in 2Q19 for the Ethernet Switch market. Both Data Center Switching and Campus Switching showed strong performance in Europe in the quarter despite the ongoing trade war. On an overall basis, Huawei’s Ethernet Switch results were flat Y/Y. China results for the company were down… Read More »Blog
Huawei 1H19 Results Strong; Still Growing After Entity List Event
Today, Huawei announced 1H19 results were CNY401.3B, up 23.2% Y/Y. Carrier business 1H19 revenues were CNY146.5B, with 50 commercial 5G contracts and shipments of more than 150,000 base stations. Enterprise 1H19 revenues were CNY31.6B. Consumer Business 1H19 revenues were CNY220.8B, with 118M smartphone units, up 24% Y/Y. The company said… Read More »Blog
Extreme Acquiring The Last Pure-Play Enterprise WLAN Company, Aerohive
Extreme Networks announced plans to acquire Aerohive, which has most of its revenues in Enterprise WLAN. The deal was a surprise, as evidenced by the 40% price premium paid on on HIVE. After this deal closes, Extreme’s WLAN business will be the combination of three WLAN businesses – the traditional… Read More »Blog