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Research Type - Insights Research by Market - Mobile & Telecom Category - Voice & Data Networks Service - Enterprise Networks Intelligence ServiceBy Attribute
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Ethernet switching market surges 12 percent year over year, fueled by data center and campus upgradesJune 28, 2018Ethernet switch revenue declined 10 percent sequentially in Q1 2018 due to a seasonal slowdown in demand, but the longer-term growth outlook remains positive and strengthened further during the quarter, with year-over-year growth hitting 12 percent, up from 7 percent the previous quarter.
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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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Best year for Ethernet switching since the recessionMarch 12, 2018Worldwide Ethernet switch revenue grew 2 percent sequentially in the fourth quarter of 2017 (Q4 2017), to $6.7 billion, building off the gains from previous quarters. For the full-year 2017, revenue rose 8 percent, reaching nearly $25 billion—the strongest growth in seven years.
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ALE: Renewed focus helps drive new growthFebruary 15, 2018At the end of January, we had the chance to attend Alcatel-Lucent Enterprise’s (ALE) Connex18 Northern European partner conference, getting an update on the company’s current traction and its plans for the future. After its acquisition by Huaxing and the subsequent new leadership of CEO Jack Chen, ALE implemented a number of changes to put the company on a solid footing and help drive a new direction. ALE had to reduce costs significantly to bring expenses in line with current revenue levels and concluded that process last year. ALE now has 2,100 employees (down from 2,600), 50% of which are located outside of France, and the company has been cash flow positive since April 2017. Because ALE is up against much larger and diversified companies, it must choose carefully how it spends its limited resources. ALE recognizes that its business is going to change significantly in the years to come, moving away from classic telephony (i.e., PBX and UC), which provides some 60% of its revenue today. In as little as three years, ALE expects the majority of new projects to be unrelated to telephony. To maintain and grow revenue in light of these changing market requirements, ALE has reorganized its business around three key principles it believes will drive focus and give purpose to its mission: vertical specialization, cloud opportunities, and mobile and IoT. Clients, please log in to view the full content.Subscribers Only
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WLAN revenue growth takes a breather in Q3 2017December 15, 2017The global enterprise wireless local area network (WLAN) equipment market cooled off a bit in Q3 2017 after very strong results the prior quarter. Revenue declined 3 percent sequentially to $1.5 billion in Q3 2017, and the year-over-year growth rate stood at 6 percent after two quarters of double-digit growth.
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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
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RESEARCH NOTE - WAN Spending by Businesses to Grow More Than 20 Percent Annually, Survey ShowsMarch 08, 2017Following is information and insight from IHS Markit about our Wide Area Networking (WAN) Strategies North American Enterprise Survey.
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RESEARCH NOTE - 802.11ac Wave 2 Is Now Making Up 10 Percent of Access Point ShipmentsDecember 28, 2016Following is information and insight from IHS Markit about our Q4 2016 WLAN Equipment and WiFi Phones Quarterly Market Tracker, which includes data for the quarter ended September 30, 2016.
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Broadcom + (Brocade – Foundry – Ruckus) = ?November 02, 2016This morning, semiconductor company Broadcom announced that it will acquire IP and storage networking company Brocade for $5.9B. The transaction is expected to close in mid-2017, subject to regulator and stockholder approval. We’ve been hearing chatter about a potential deal since last week and have been wracking our brains over how an acquisition of a systems supplier by a component supplier could make sense, given that the go-to-market for a system vendor is completely different from that of a component vendor, and Brocade competes with many of Broadcom’s customers. With the official announcement, we get a bit more clarity: after the closing, Broadcom plans to divest Brocade’s IP networking business, which includes WLAN, Ethernet switches, routers, and networking software, and only hold onto Brocade’s storage area networking (SAN) business, which today is largely an OEM business. In its investor presentation, Broadcom states, “Brocade’s Fibre Channel SAN business is consistent with Broadcom’s business model.” Left unsaid is that the IP networking business is not.Subscribers Only
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ONUG Fall 2016: The Need for IT TransformationNovember 01, 2016We spent 2 days last week at ONUG Fall 2016, the open networking user group conference held in New York. As the show’s name suggests, the agenda was driven largely by the needs of the user community, specifically large enterprises, and although vendors also attended and exhibited, their role was much smaller compared to traditional trade shows. End-user enterprises participating included FedEx, GE, Intuit, Pfizer, Citigroup, Bank of America, Gap, Merck, Fidelity Investments, BNY Mellon, Verizon, Yahoo, Visa, Wells Fargo, Credit Suisse, and JPMorgan Chase. Equipment and software vendors in attendance included SD-WAN vendors Nokia (Nuage), Cisco (iWAN), Citrix, Riverbed, CloudGenix, Silver Peak, Velocloud, Versa Networks, NTT I3, Fatpipe, and Viptela; SDN vendors HPE, Agema, Cisco (APIC), Big Switch, Huawei, and VMware; and network management, monitoring and analytics vendors NetScout, AppViewX, ThousandEyes, VeriFlow, and Glue Networks.Subscribers Only
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Extreme Acquires Zebra’s WLAN BusinessSeptember 26, 2016Extreme Networks recently announced it has agreed to acquire Zebra's WLAN business in an all-cash transaction for $55M. Extreme expects the transaction to close in October 2016, subject to customary closing conditions and regulatory approvals.Subscribers Only
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How Will Brexit Impact Enterprise Networking?June 28, 2016Last week, the UK held a referendum on the country’s continued membership in the European Union (EU). It was widely expected that UK voters would choose to remain in the EU, albeit it by a slim margin, but instead 52% of voters backed leaving the EU, sending shockwaves through financial markets around the world. Technically, nothing has changed—the referendum is non-binding, the UK has not formally asked to leave the EU, and once it does, the process of separating will take years, during which time existing rules of trade and migration apply. Yet the response by financial markets was swift, with the British pound hitting a 31-year low against the dollar, stock markets around the world falling, and major credit rating agencies lowering the UK’s previously perfect credit rating. The outcome of this referendum has clearly spooked investors and is undermining confidence everywhere.Subscribers Only
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RESEARCH NOTE - 4.7 Million Wireless LAN Access Points Shipped in Q1 2016; Wave 2 Adoption SpikesJune 28, 2016IHS Technology analysis and commentary on the WLAN Equipment and WiFi Phone Quarterly Market Tracker, which includes data for the quarter ended March 31, 2016, follows.
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RESEARCH NOTE - Network Monitoring Equipment Market Jumps 24 Percent Year-over-Year; SDN based Solutions Gain TractionMay 24, 2016IHS Technology analysis and commentary on the Network Monitoring Equipment Annual Market Report follows.
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Analyzing Your Network from the CloudApril 15, 2016We recently met with startup Nyansa, which is tackling the pressing issue of network performance monitoring and analytics. The company was founded in 2013 by alumni of MIT, Meraki, Aruba, and Google, has racked up over 20 early customers, and is now bringing its solution to the general market. This Analyst Insight takes a look at why the network performance and analytics segment is worth paying attention to and how Nyansa approaches it.Subscribers Only
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Brocade to Acquire Ruckus for $1.5BApril 05, 2016This week, Brocade announced that it will acquire WiFi vendor Ruckus Wireless in a cash and stock transaction that values Ruckus at approximately $1.5B, keeping the consolidation momentum in the networking industry going. The transaction has been approved by the boards of directors of both companies and is expected to close in 2Q16. Selina Lo, current CEO of Ruckus, will stay on to manage the Ruckus division.Subscribers Only
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Arista Takes on Data Center RoutingApril 01, 2016This week, Arista Networks announced the 7500R series, a switching and routing platform that it bills as a “universal spine,” targeted at cloud service providers and cloud-architected data centers. The 7500R builds upon Arista’s top of the line 7500E modular switching platform (launched in 2010 and refreshed in 2013) and adds a number of capabilities that make it suitable for replacing the dedicated routers that are ubiquitous in data center architectures today. The 7500E and 7500R share many of the same attributes and features, and line cards are compatible between the two series. The key difference is that the 7500R has approximately double the line card switching capacity and forwarding rates of the 7500E, as well as deep buffers to eliminate head-of line blocking. In addition, the 7500R has a routing engine called FlexRoute, which enables up to 1 million routes, giving the 7500R the scale necessary for large data center and many service provider deployments. The 7500R comes in 3 chassis sizes, from 4-12 slots, is NEBS-compliant to address the requirements of telco, and with a nod to the future is 200 and 400G ready. Unlike other high-end router manufacturers, Arista uses merchant silicon from Broadcom (Jericho), which allows for significantly lower pricing, ~$3,000 per 100G port.Subscribers Only
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Enterprise Networking—Forever Destined for Low Growth?March 18, 2016Despite unprecedented demand for connectivity, the enterprise networking industry has been stuck in low growth mode for several years now. Major shifts are undercutting revenue growth, with users shifting to wireless connectivity and large data center operators building their own switches to get the capabilities they really need while lowering costs. It’s a vexing conundrum: why is it so hard to monetize bandwidth when it is in so much demand?Subscribers Only
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REPORT HIGHLIGHTS - Enterprise Router Market Returns to Year-over-Year GrowthMarch 17, 2016Healthy enterprise demand and rising traffic on wide area networks (WANs) helped the global enterprise router market return to growth in 2015, lifting it 3 percent from the prior year, according to the Enterprise Routers Market Tracker from IHS Inc. (NYSE: IHS).
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REPORT HIGHLIGHTS - Wireless LAN Market Hits New High, Tops $5B for First TimeMarch 17, 2016The IHS Technology WLAN Equipment and WiFi Phones Quarterly Market Tracker tracks enterprise access points by type and technology, wireless LAN (WLAN) controllers and enterprise single-mode WiFi phones.
