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 »Huawei 1H19 Results Strong; Still Growing After Entity List Event
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 »Extreme Acquiring The Last Pure-Play Enterprise WLAN Company, Aerohive
MACSec Helps Pave the Way to End-to-End Data Security As consumers and businesses put more data in the Cloud, the importance of securing that data increases. In just the last year, we have seen advanced threats and attacks by various entities to hack into that data and hyperscalers push back… Read More »400 Gbps – Security is Pivotal as Speeds in the Data Center Move Beyond 100 Gbps
Mellanox and Arista May Announcements New Switches & Routers Spell New Possibilities The hyperscale, cloud and hyper converged industry — despite a pause in data center equipment growth in Q1, as we reported last week— saw two major Ethernet product announcements so far this month. Both new platforms, announced by Mellanox… Read More »New Data center switches spell new possibilities
We attended the Open19 Foundation Summit 2019 in San Jose, CA. The key message of the leadership team of the Foundation was that it expects 2019 to be the year where Open19 systems begin shipping. Yuval Bachar, President of the Foundation explained that there are 8-10 companies that are deploying or… Read More »open19 summit – The Foundation expects 2019 to be the year of deployments
We attended media briefings at the Keysight World conference held near San Francisco, California, yesterday. Keysight World San Francisco showed a more integrated Ixia as well as a further push towards 5G, automotive and energy, and data center and telecom. Much of the companies conversations during the event related to synergies… Read More »Keysight World San Francisco Update on 5G and Pervasive Ethernet
According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called “Entity List” of the Bureau of Industry and Security (BIS). Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed… Read More »Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”
The main message of Ribbon keynotes was that Ribbon has moved from a voice and SBC focus to a broader scope including data and analytics, such as UCaaS, Security-as-a-Service, Service Assurance-as-a-Service, SIP Trunking-as-a-Service, SD-WAN, and analytics. The company identified two major catalysts to the change in company scope: the August… Read More »Ribbon Perspectives 2019 Conference UPdate – Transitioning to Analytics & Data Markets
Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019. The company’s high-level message was simple – the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop… Read More »Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)
We attended the Aruba Atmosphere 2019 user conference in Las Vegas. What we learned was that Aruba had made solid progress since last year’s Atmosphere conference. It has delivered on 802.11ax, SD-Branch (and SD-WAN), AI/ML, and Zigbee/Bluetooth 5.0, and elements of the IoT market. The company also introduced a new… Read More »Aruba Atmosphere Was About SD-Branch, 802.11ax and 802.11ad
