Blog

Apple – Cloud Expansion, But Still Sub-Scale to the Other Four US Hyperscalers

Apple’s Cloud business remains locked between business models.  Apple monetizes the Cloud portion via hardware sales with little direct revenue coming from Cloud services. While Apple announced a significant networking advancement with Nokia’s new data center switches, a substantial step in the right direction, we have yet to see a… Read More »Apple – Cloud Expansion, But Still Sub-Scale to the Other Four US Hyperscalers

Facebook – Robust Search and Social Revenue Growth Counter trend to  Overall Market

Facebook revenue grew robustly in 2Q20, and its CAPEX guidance remained consistent for 2020 compared to previous revisions in the last two quarterly results. Facebook’s results were counter trend to our expectations that many advertisers would pull back spending do to COVID-19 based on lack of supply (no need to… Read More »Facebook – Robust Search and Social Revenue Growth Counter trend to  Overall Market

Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth

Google, the largest US Hyperscaler by revenue, reported Search and Social results that declined Y/Y for the first time while IaaS revenue grew nearly $1B Y/Y.  We were a little surprised at Facebook’s robust growth compared to Google’s. Google’s results were in line with our overall expectations for Search and… Read More »Google – Revenue Down Y/Y in Search While IaaS Shows Robust Growth

Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections

Over the next five days, we will highlight each of the US Hyperscalers and the results they had during 1H20 and 2Q20. Today we will start with the overall trends in the market. US Hyperscaler revenue grew 20% in 2Q20 compared to a year ago, setting a new record. US trade… Read More »Cloud Revenue Differs Greatly Between Search and IaaS as 2Q20 results Affirm 650 Group Forecast Projections

HPE Aruba’s Purchase of Silver Peak Strengthens Edge and Branch Portfolio

Alan Weckel:  This week, HPE Aruba announced its planned acquisition of Silver Peak for $925 million with an expected close date during HPE’s fiscal 2020, so we expect the deal to close in calendar 4Q20. SD-WAN is becoming a battleground for vendors as an increasing portion of enterprises want single-pane… Read More »HPE Aruba’s Purchase of Silver Peak Strengthens Edge and Branch Portfolio

Nokia Enters the Hyperscaler Switching Market with New Hardware Platform and Operating System

Today, Nokia announced the company’s entry into the Data Center Switching market with new hardware and an open Linux-based network operating system built from the ground-up to address the needs of hyperscalers.  Similar to a startup approach, Nokia started in stealth and with an open whiteboard to create a brand… Read More »Nokia Enters the Hyperscaler Switching Market with New Hardware Platform and Operating System