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Juniper NXTWORK 2018: Taking the complexity out of multi-cloudsOctober 24, 2018Juniper’s NXTWORK 2018 event was held in Las Vegas, Nevada, from 9 to 11 October. Roughly 1,000 customers, partners, and analysts from around the world attended. The keynotes featured Juniper Networks’ CEO Rami Rahim, CTO Bikash Koley, Chief Customer Officer Pierre-Paul Allard, VP Enterprise and Cloud Marketing Mike Bushong, and CMO Mike Marcellin; Panasonic’s Director of Strategic Initiatives of Smart Mobility Kellen Pucher and Senior Network Manager of Intelligent Transportation Systems Craig Smith; and The Home Depot’s Distinguished Engineer Stephen Olson. There were 64 informational and training sessions covering topics including Contrail, data center networks, core, edge, and metro networks, security, AppFormix, and strategic partnerships. Clients, please log in to view the full content.Subscribers Only
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ECOC 2018 highlightsOctober 04, 2018The European Conference of Optical Components (ECOC) continues to be an annual highlight where optical component suppliers, systems vendors, and the academic community to converge for a technical conference and exhibition. Over 6,500 attendees and 330 exhibitors participated at this year’s event in Rome. Clients, please log in to view the full content.Subscribers Only
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Huawei and Nokia named leaders in IHS Markit IMS vendor scorecard for the third timeAugust 13, 2018Huawei and Nokia are named leaders of the IMS scorecard for the third time. The vendors rise above the rest due to financials and, specifically, Huawei’s customer perception scores and Nokia’s market share gains and percentage of network functions virtualization (NFV) sales.
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Platforms that drive UCaaSJuly 24, 2018The adoption of UCaaS continue to expand worldwide, but the market remains highly fragmented with a wide range of offerings from a variety of providers. The market is composed of pure-plays, network operators, cable MSOs, ISPs, system integrators, and traditional premises-based vendors. With a wide range of service offerings and capabilities, things can be confusing for businesses trying to find the right provider and service to fit their needs. Clients, please log in to view the full content.Subscribers Only
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Cavium (now Marvell) is the next hope for ARM-based CPUs in the data centerJuly 17, 2018In 2017, Cavium, Qualcomm, and Applied Micro were all sampling ARM-based SoCs targeted at data center servers. With Applied Micro spinning off its server CPU business to newly founded Ampere Computing and Qualcomm demonstrating no tangible design wins after announcing commercial availability for its Centriq SoC in November 2017, hopes for success of an ARM-based CPU ecosystem moved to Cavium, and in 2017 Cavium kept the design wins and partnership announcements coming. In January, Atos announced Cavium’s ThunderX2 will power its HPC for the EU-funded Mont Blanc project. In March, Cavium announced a partnership with Microsoft and in November revealed designs for a Cavium-powered Project Olympus OCP server. In May, Gigabyte, Ingrasys, and Inventec announced and subsequently launched new servers based on ThunderX2. In June, Penguin announced its Open Compute server lineup will feature a ThunderX2 sku. Clients, please log in to view the full content.Subscribers Only
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It’s hard to get rid of those good old DMS switches!June 12, 2018That’s the key takeaway from Ribbon Perspectives 18’s Network Transformation panel held on June 5 in Los Angeles. With more than 600 attendees and loud L.A. style music blasting before, between, and after sessions, the event keeps growing. And of course, you don’t want to miss those perspectives. The panel had representatives from BT, Bell, and Verizon, all talking about their ongoing network transformation initiatives. All three are big on the role of software defined networks (SDN) as the key enabler of automation while preserving some of the legacy nodes that are fully depreciated and providing high reliability. Clients, please log in to view the full content.Subscribers Only
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Arista sets its sights on the campusMay 08, 2018A few months ago, I was asked by a client whether I thought it possible that Arista will enter the campus networking market. Everything’s a possibility, I thought, but this one seems far-fetched. Arista’s current switching products aren’t geared toward the campus (lack of 1G and PoE offerings), and more importantly, Arista doesn’t have a wireless networking portfolio...Subscribers Only
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OFC 2018 highlights: Optical DCI leapfrog contest continuesMarch 29, 2018The market for compact optical data center interconnect (DCI) platforms is the fastest growing segment of the optical equipment market. In our 27 March 2018 DCI, Packet-Optical, and OTN Equipment Market Tracker, the compact DCI transport equipment segment brought in $483M in revenue in 2017, up 205% YoY. Moving forward, IHS Markit predicts this segment will continue to grow at a 5-year CAGR of +27%. Clients, please log in to view the full content.Subscribers Only
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OFC 2018: 400GbE data center optics arriveMarch 28, 2018One of the biggest themes at OFC 2018 was the volume of announcements around all aspects of the 400GbE client optics/transceivers ecosystem. The initial customers for 400GbE will be web-scale Internet content providers for data center applications. With the ratification of the 400GbE specification in December 2017, and with significant progress made toward addressing major technical challenges, the market is starting to kick into high gear. Clients, please log in to view the full content.Subscribers Only
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AMD partners with HPE and Dell EMC, turns up the heat on IntelFebruary 13, 2018In 2017, AMD changed the market dynamic for entry-level enterprise servers with its EPYC SoC, providing not just healthy competition but also opportunities for new designs utilizing the large number of memory channels and high I/O bandwidth available with EPYC. OEMs like Supermicro, Sugon, and Asus and white box server vendors like Wiwynn, Inventec, Gigabyte, and Tyan quickly backed EPYC, introducing over a dozen server models based on AMD’s SoC in 2H17. CSPs (cloud service providers) also embraced EPYC with Microsoft, Baidu, Tencent and JD.com all adopting EPYC-based servers. Baidu in particular boosted EPYC’s credibility in the market as it implemented a new 1-socket server design that utilizes EPYC’s memory channels and I/O bandwidth. Clients, please log in to view the full content.Subscribers Only
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Moore’s law still alive in the data center, but is it enough?January 09, 2018When Gordon Moore made the observation that the number of transistors in an integrated circuit doubles every two years, known as Moore’s law, he also predicted technological limitations would eventually lead to the end of this era, with successive generations either seeing less than 2x growth in transistor count or taking longer than two years. An argument that we have already reached these limitations is currently supported by the lag between Intel’s 14 nm and 10 nm PC CPU introduction. Additionally, silicon manufacturers have questioned the investment required to maintain Moore’s law, with Samsung reporting Moore’s law affordability challenges in 2016 and TSMC’s quarterly earnings showing wafer revenue from advanced process technology dropping between 2008 and 2016. Clients, please log in to view the full content.Subscribers Only
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Cisco to Acquire BroadSoft for $1.9BOctober 23, 2017This morning, Cisco announced its intent to acquire BroadSoft for $55 per share cash for a total valuation of approximately $1.9B. It’s a poorly held secret that BroadSoft was looking for an acquirer, and last week it became clearer that Cisco was at the top of the list. BroadSoft will become part of Cisco’s UC business under GM Tom Puorro, under the Applications Group led by Rowan Trollope. The deal is expected to close in calendar Q1 2018. Clients, please log in to view the full content.Subscribers Only
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SIP trunking penetrationOctober 03, 2017For the seventh year in a row, we are publishing our estimates on SIP trunking penetration in North America. This continues to be one of the most frequently requested metrics as we look to understand how quickly SIP adoption is happening and how much more upside opportunity is there to displace TDM. As SIP continues to progress, there is less of a need to understand when SIP trunking becomes mainstream but rather how quickly it fully displaces TDM. SIP trunking has become mainstream in North America, but that isn’t the case in most parts of the world. Clients, please log in to view the full content.Subscribers Only
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Server architectures for a data-driven worldSeptember 20, 2017The nature of many applications is changing to become more data intensive as the number of data points that must be processed multiplies. In addition, many algorithms need to perform the same calculations on each data point in large data sets, introducing the opportunity for performing these calculations in parallel. The need for parallel computing became obvious with the work of the AlexNet team winning the ImageNet Large Scale Visual Recognition Challenge (ILSVRC) and Google’s Brain Team advancing the science of artificial intelligence (AI) and machine learning (ML) and providing an open source machine learning library for neural network-based ML called TensorFlow. Other examples of applications needing parallel computation include advanced driver assistance systems (ADAS) used in self-driving cars and real-time rendering for virtual reality (VR), augmented reality (AR), climate analysis, and financial trend analysis. Clients, please log in to read the full insight.Subscribers Only
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Mitel Acquires ShoreTelJuly 27, 2017Today Mitel announced its intent to acquire ShoreTel, which does not come as a big surprise. Over the past several years this combination has been rumored multiple times, and ShoreTel’s board has publicly been looking at strategic options for the company. The enterprise communications market is extremely tough with premises-based sales in decline and the majority of sales in the hands of only a few dominant vendors. Meanwhile businesses are shifting to cloud services, which is a very crowded market with a number of providers and no dominant company. Mitel and ShoreTel are among the few that have a position in the legacy PBX market while working on pivoting to cloud services. Clients, please log in to access the full content.Subscribers Only
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Co-Processors as a Service: GPUs, TPUs, and FPGAsJune 27, 2017Cloud service providers (CSPs) have begun to offer a variety of compute services to meet customers’ needs. Those needs can vary from general purpose computing, data mining, and website development to more complex requirements like artificial intelligence/machine learning (AI/ML), big data analysis, and real-time video processing. This has resulted in CSPs implementing different compute types, or instances, within their cloud infrastructures based on varying combinations of processors and co-processors, memory, storage, and networking equipment, providing customers with more options to choose the appropriate mix of resources they need for their applications. Clients, please log in to view the full content.Subscribers Only
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On the Extreme Edge, a Double Triple: AT&T Domain 3.0 and Google Cloud 3.0June 22, 2017The “software-defined” focus of telecom means not only separation of the control plane and the data plane with a centralized view of the whole network or its major parts but also a distribution of intelligence—read compute—in stepping stones toward the extreme edge of the network. We hear “edge compute” embodied in such efforts as MEC, at first in “Mobile Edge Compute,” morphing into “Multi-access Edge Compute”.Subscribers Only
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Sonus and GENBAND MergerMay 23, 2017Today Sonus and GENBAND announced its intention to merge the two companies. This is not a surprise because it’s been rumored that the two companies have been in discussions over the past year. Additionally, both companies stand out as pure-plays in the service provider VoIP market facing increasing pressure from the three large telecom equipment manufacturers (TEMs): Ericsson, Huawei, and Nokia. As the market begins its contraction with an increasing amount of business driven from mobile operators, vendors such as Sonus and GENBAND have been affected. At the close of the merger, it is expected that Sonus and GENBAND shareholders will each own 50% of the combined company. The value of the transaction is approximately $745M. The deal is expected to close in the second half of 2017. Clients, log in to read the complete insight.Subscribers Only
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Windstream Extends Buying Streak to Broadview NetworksApril 13, 2017Today 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.Subscribers Only
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Brocade—the Puzzle Has Been Solved, MostlyApril 03, 2017Last 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.Subscribers Only
