Blog

Fortinet’s Planned Acquisition of Lacework Expands its Opportunities Significantly

Fortinet announced plans to acquire Lacework, a Cloud-Native Application Protection Platform (CNAPP) company. For those who have kept up with the cybersecurity industry news, in April of this year, Lacework was an acquisition target by privately held Wiz. However, that deal, reportedly valued between $150-200M, never materialized. Lacework opens up… Read More »Fortinet’s Planned Acquisition of Lacework Expands its Opportunities Significantly

Telecom Disruption in Optical and RAN Showing Growing Importance

Internet Services and Satellite Services will clash with Telecom Services in the coming years, causing changes to equipment demand. Hyperscalers and Satellite services companies are more vertically integrated (they make more of their own equipment) and, in the future, will deliver more services that compete with Telecom services. Our forecasts,… Read More »Telecom Disruption in Optical and RAN Showing Growing Importance

AI/ML and Multiple Speed Transitions Driving Need for More DSPs

Operators Need DSP Diversity as Market Size About to Expand Significantly The DSP market is entering a significant expansion phase driven by new and expanding workloads and additional speeds and feeds. Traditionally, most data center DSPs were for switch-to-switch links inside the data center. However, with cloud providers pushing the… Read More »AI/ML and Multiple Speed Transitions Driving Need for More DSPs

Fortinet Accelerate 2024 Emphasizes the “Platform”

We attended Fortinet’s annual Accelerate conference, joining a record-setting 4,000+ attendees to learn more about the company’s latest advancements. The main message we took from Accelerate was Fortinet’s emphasis on its “platform” capabilities across its broad portfolio. Security Fabric Platform: Fortinet showcased its expansive product line. The company’s platform strategy,… Read More »Fortinet Accelerate 2024 Emphasizes the “Platform”

Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too

Today, Cisco completed its acquisition of Splunk, many months ahead of its initial estimates at the time of the deal announcement. Over the years, we have tracked Splunk’s exposure to Observability, SIEM, SOAR, and other reportable segments. What’s interesting is that on a pro-forma basis, when we add up Cisco… Read More »Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too

1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030

Traditional data center networking bandwidth continues to grow at 30-40% per year. However, the AI/ML networking bandwidth will grow by more than 100% per year for the rest of the decade. In order to keep pace, networking speeds will increase at a more rapid pace through 2030. Early 2024 demonstrations… Read More »1.6 Terabit Ethernet will Drive Next-Generation AI/ML Wave and Accelerate Growth through 2030