Blog
Amazon Acquisition of eero Impacts Google, NETGEAR, Linksys, Ubiquiti and TP-Link
Today, Amazon announced that it will acquire eero, a consumer mesh WiFi equipment company that as of 3Q18 had 13% revenue share. In 3Q18, the consumer mesh WiFi market measured just over $150M, which was up just over 34% Y/Y. The number one player by revenue was NETGEAR in 3Q18,… Read More »Blog
WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash
Western Digital Corporation, also known as WDC, held its investor meeting yesterday. We highlight four important disclosures: (a) it expects HDD to survive, despite flash’s advantages, (b) WDC’s plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company’s plans… Read More »Blog
Cisco’s New Catalyst 9800-CL Wireless Controller Signals A Shift Towards Cloud-Managed
On November 13, 2018, Cisco announced its new Catalyst 9800 Wireless Controller. With this announcement, Cisco now enables large enterprises to manage their WLAN networks from the cloud. This announcement has several components to it that are interesting. Available C4Q18 The 9800 runs Cisco IOS XE The 9800 can be… Read More »Blog
Nokia Analyst Meeting UPdate; A Focus on Enterprise
Our big takeaway from its recent global analyst meeting was that Nokia is formalizing its enterprise business. Of course, the company’s primary business, which focuses on telecom service providers, is undergoing major product updates, including towards 5G, Fixed Wireless Access and towards network slicing. We have published about these topics… Read More »Blog
Our take on Mavenir, new entrant to Radio Access Network (RAN) market
At Mavenir’s analyst meeting in Dallas today, the company stated that it expects to grow its revenues about 10% Y/Y in 2018. In arriving at this revenue, it is pursuing a price-aggressor strategy to some extent and has a surprisingly broad portfolio of telecom-focused products. Its product line is software-oriented,… Read More »Blog
5G Americas Update on Mid-Band, CBRS, 5G C0re
Mid-band spectrum shortages in the US was the main thrust of the 5G Americas sponsors. The idea is that the rest of the world has lots of mid-band spectrum available and service providers in countries that could be considered economic leaders (Japan, Korea, China, Western European countries) have plenty of… Read More »Blog