Voice & Data Networks

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Comprehensive analysis and data coverage of the technologies and trends critical for operators, media companies, equipment and software vendors, and component suppliers engaged in carrier and enterprise networking.

Analyst Insights View All (94)

  • Michael Howard | April 21, 2017
    As operators plan to extend their virtual network environments, we are on the cusp of a lucrative new market for universal CPE (uCPE). A uCPE is a physical device providing a “pico cloud,” (compute, storage and switching) capable of running virtualized network functions (VNFs) such as virtual firewalls, virtual WAN optimization appliances, SD-WAN, VLANs, and other functions delivered as managed services. Clients, please log in to view the full content.
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  • Diane Myers | April 13, 2017
    Today Windstream announced it will acquire UCaaS provider Broadview Networks in an all-cash transaction valued at $227.5M. This follows its $1.1B merger with EarthLink that closed in February. The value is less than current 12-month revenues of $289M, but it is almost 2.7X of Broadview Networks’ UCaaS revenue making it one of the most important acquisitions in the market to date. Windstream is making the acquisition not for Broadview Networks’ legacy product suite but for its UCaaS platform, customer base, and channel work, and for the opportunity to shake up the market. The acquisition is expected to close in 3Q17. Clients, log in to read the complete insight.
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  • Matthias Machowinski | April 03, 2017
    Last November, Broadcom announced that it would acquire Brocade for $5.9B and subsequently divest Brocade’s IP networking business (WLAN, Ethernet switches, routers, and networking software), only holding onto Brocade’s storage area networking (SAN) business. In November, we wrote that the spin-off “will put significant pressure on the IP networking business over the short-to-medium term” due to uncertainty over the new ownership. Our assessment proved true as Brocade’s IP networking revenue plunged 27% in its Q1 FY17 (vs the previous quarter) and was down 19% on a YoY basis (adjusted for the Ruckus acquisition) in market segments that experienced growth. Please log in to read the complete insight.
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  • Icon Senior Research Director, VoIP, UC, and IMS
    Joining Infonetics Research/IHS in December 2008 and leveraging 20 years of telecom industry analyst and marketing experience, Diane Myers is widely regarded as one of the VoIP industry's top analysts.
  • Icon Directing Analyst, Enterprise Networks and Video
    A leading expert on enterprise networking and communications technologies, MatthiasMachowinski has 14 years’ experience as an analyst in the telecom and datacom industry and specializes in the data and communication technologies deployed by small/medium businesses (SMBs), enterprises, and public sector organizations. His areas of focus include emerging network use cases, network technologies, architecture adoption rates, wired/wireless convergence, the effects of downtime, and end-user spending trends.
  • Icon Senior Research Director, Carrier Networks
    Michael Howard co-founded market research firm Infonetics Research in 1990, and today is recognized worldwide as one of the industry’s leading experts in emerging markets, network operator trends, and user buying patterns.
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