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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.
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
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.
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
Operator Survey: Smart central offices to be in 85 percent of service provider networks this yearJanuary 25, 2018In 2018, 85 percent of operator respondents plan to create, or will have already deployed, smart central offices — that is, installing servers, storage and switching to create mini data centers in selected central offices. These mini data centers are used to offer cloud services, and as the network functions virtualization (NFV) infrastructure on which to run virtualized network functions (VNFs) such as vRouter, firewall, CG-NAT and IP/MPLS VPNs.
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.
Jio’s New Network: 100 Million Subscribers in 170 DaysSeptember 06, 2017Network traffic is exploding in India, and operators are scrambling to ensure their network capacities are ready for this onslaught. Two significant offerings with unlimited mobile data are particularly responsible for increased mobile broadband usage across India: Google’s WiFi in railroad stations and Reliance Jio’s new network. This Analyst Insight focuses on Jio. Clients, please log in to view the full content.Subscribers Only
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
Nokia Pursues Web Scale with Next Gen Routing SiliconJune 20, 2017Moving contrary to current popular belief—that the future evolution of networking is fully open and software defined—Nokia comes to market with an unapologetically hardware-oriented launch of its newest generation of routing silicon and purpose-built high-performance routers. With this announcement, Nokia signals its ongoing commitment to developing high-performance routing and switching hardware for its traditional base of service provider customers while also putting an increased focus on the web-scale Internet Content Providers (ICPs). Clients, please log in to read the full content.Subscribers Only
NFV and SDN Extend to Enterprise Sites: New $750M uCPE Market EmergesApril 21, 2017As 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.Subscribers Only
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
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.
Service Provider Consumption Models: New Ways to Buy Software and Hardware in a Virtualized World and More Questions than AnswersJanuary 17, 2017Over the past 2 years, I’ve been talking to operators and vendors about how they’re going to buy, consume, and sell software and hardware going forward. I usually get only general answers from vendors, and I reported some of these options for vRouter software in a series of client notes in 2014-2015. But to be fair, consumption models are certainly in a state of flux or, better said, are developing along a number of tracks, each to serve a different purpose or satisfy a service provider need. Please log in to read the complete insight.Subscribers Only
RESEARCH NOTE - 100GE Router Port Purchases to More Than Double from 2016 to 2018, Study RevealsJanuary 09, 2017Following is information and insight from IHS Markit about our Routing, NFV, and Packet-Optical Strategies Global Service Provider Survey.
RESEARCH NOTE - Cisco, Juniper, Huawei and Nokia Reign Supreme in Latest IHS Markit Router and Switch SurveyJanuary 03, 2017Following is information and insight from IHS Markit about our 2016 Router and Switch Vendor Leadership Global Service Provider Survey.
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.
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
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
Cisco Embraces Web-Scale Players and Plans White Box Switch AlternativesAugust 23, 2016This July, I attended Cisco C-Scape, where we were able to learn more about Cisco’s strategy and business from key company executives, as well as discuss the role of the network and the broader global market. C-Scape is a targeted analyst event taking place during the larger Cisco Live 2016 event held in Las Vegas on July 11-12. Cisco Live hosted more than 28,000 paying Cisco customers and partners, who could choose from 100s of training sessions to learn about new Cisco technologies and products and visit Cisco partner exhibits and meet other customers. The exhibition hall was much larger than many of the focused SDN/NFV conferences I usually attend.Subscribers Only
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