We attended the Huawei Analyst Summit 2018 in Shenzhen, China last week and reported mainly on service provider trends. This week, we highlight some of our observations about Huawei’s Enterprise business, specifically, the enterprise business. The Enterprise Services revenue grew 33% Y/Y in 2017, driven by 56% Y/Y growth in… Read More »Huawei Enterprise Services Growth was 33% Last Year
Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world. Huawei expects 86% of enterprises to have experimented with AI by… Read More »Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G
At NetApp’s analyst meeting today, CEO George Kurian sees opportunity in selling HCI (introduced F2Q18, 4-5 months ago), AFA, share-taking in SAN, and public cloud software and services. Every large customer NetApp talks to, according to Kurian, is using multiple cloud service providers and/or SaaS services and most are using the… Read More »NetApp Analyst Meeting – Focused on Hyperconverged, All Flash Array and Public Cloud Software
Mavenir held a ‘virtual’ analyst meeting – essentially a webinar – that conveyed the company’s efforts on several new initiatives: (a) SMB UCaaS – small business unified communications, (b) Messaging as a Platform (MaaP), (c) Monetization of messaging, (d) Security Solutions (relating to toll fraud, for instance), and (d) xRAN/Open… Read More »Mavenir Analyst Briefing – UCaaS, RCS Monetization, xRAN & 5G markets
Arris held its annual investor day late last week on March 28, 2018. It was interesting: the company said “Everything is going wireless,” which is an interesting admission for a company that, until about a year ago, was essentially a pureplay on wired broadband. To be sure, the company has… Read More »Arris Analyst Meeting Takeaways
There were 3,100 attendees at the Atmosphere show in Las Vegas, most of which appeared in attendance at the keynote. Artificial Intelligence and Cloud were the main topics. Specifically new for the show: cloud-managed SD-WAN, NetInsight, ArubaEdge Partner program, Cape Networks acquisition. Cloud-managed SD-WAN – June/July ’18 availability (dynamic path… Read More »HPE Aruba Atmosphere Keynote Summary
The OCP Summit 2018 hit record attendance and we can can summarize the theme as that of continued disaggregation of network/server functions. Examples of demonstrations, presentations and proposals associated with disaggregation are as follows: Flash/SSD. Project Denali was presented by Microsoft. The idea is it separates SSD controller functions from… Read More »OCP Summit 2018 – Disaggregation Theme Dominates
We attended the #OFC18 show and found the major theme to be the emergence of 400 Gbps modules. The next most noteworthy theme, we though, was that made by a single company, Nokia, which made its PSE-3 engine announcement. Juniper also caused a buzz with the introduction of its ACX6360… Read More »OFC 2018 Theme: 400 Gbps
cWe attended the upbeat Alcatel-Lucent Enterprise (ALE) Connex18 conference, where the company said its strategy is focused on three pillars: verticals, cloud and services. In its networks business, most significantly, the company announced: its Omnivista Cirrus cloud-managed network services offering, the WLAN indoor Location Based Services system and its plans… Read More »Alcatel-Lucent Enterprise launches its cloud-managed network services offering, Cirrus
Apple Inc. announced plans to accelerate spending in the United States, citing $350 billion of spending over the next five years. The company has cited recent tax rules and its status as being the largest US taxpayer. The company specifically earmarked “over $10 billion” for “investments in data centers across… Read More »Apple announces plans to Accelerate Capital Spending on US-Based Datacenters
