Blog
Observability Makes Major Moves with Cisco Announcing Plans to Acquire Splunk
Global Observability Market Expected to Approach $15B in 2027 The last few months have been hectic for the Observability market. Cisco announced the company’s plans to purchase Splunk for $28B, with the deal expected to close in CY 2024. New Relic announced its plan to be acquired by Francisco Partners… Read More »Blog
Cisco PONC Conference – Reaching Critical Mass
Cisco Systems held its Packet Optical Network Conference (PONC) Conference in Texas this week. PONC is primarily a customer and reseller-related conference where Cisco shares its latest innovations and some of its customers’ newest network designs. Cisco shared that on a year-to-date basis, it had four times more Routed Optical… Read More »Blog
Product Rich Announcements at Nokia’s SReXperts Americas 2023
New Products Include Purpose Built FPcx NPU (Routing Silicon), 7730 SXR Routers, SR Linux Nokia made a big splash of announcements at the company’s SReXperts Americas 2023 earlier this month. True to the company’s heritage, we got a slew of introductions from a new purpose-built NPU (Routing ASIC) to new… Read More »Blog
AST SpaceMobile Successfully Completes Space-based 5G Call
Earlier this year, AST SpaceMobile completed a 4G call but on September 8, it completed a 5G call on AT&T spectrum. What’s important about this achievement is that the call was made to an unmodified Samsung smartphone. Download speeds of 14 Mbps were achieved. We see AST’s demonstration as proof… Read More »Blog
Apple iPhone 15 Pro Has Wi-Fi 6E
Our forecast for both Wi-Fi 6E and Wi-Fi 7 is quite bullish. We expect the switchover towards 6 GHz-based Wi-Fi infrastructure to be more rapid than previous upgrade cycles. Part of our thinking has been that important, high-volume devices like smartphones will incorporate Wi-Fi 6E capabilities. Today, at Apple’s September… Read More »Blog
Nokia Broadband – The Strategy Is Unfolding
We attended the Nokia Fixed Networks analyst meeting in South Carolina this week, where the company explained its two-pronged broadband strategy focusing on optical access and Fixed Wireless Access (FWA). Nokia’s management team also explained how, behind the scenes, it strategized for over a year to comply with the BEAD… Read More »Blog