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Enterprises transform their access networks to remain competitiveSeptember 11, 2019A major transformation is underway in enterprise access networks across North America as organizations revamp the workplace to become more agile and efficient.
IHS Markit Survey: Cloud and mobility driving new requirements for enterprise edge connectivity in North AmericaFebruary 13, 2019Based on a survey of 292 network professionals at North American enterprises, IHS Markit explored the evolving requirements for enterprise edge connectivity, including WAN and SD-WAN.
Key technologies for telecom digital transformationFebruary 04, 2019IHS Markit recently surveyed 25 leading telecom operators about the following four digital transformation technologies: operator priorities for automation; target use cases and drawbacks of artificial intelligence (AI) and machine learning (ML) projects; qualities and hindrances of blockchain; and open-source software versus standards.
Survey: SDN deployed by 78 percent of global service providers by the end of 2018January 23, 2019Service providers are in the early stages of a long-term transition to software-defined networks (SDN)
How Netcracker became the first business cloud nutcrackerJanuary 17, 2019Already known for the innovative capabilities that propelled its cloud and SDN/NFV ascension over the past decade, Netcracker, a wholly owned subsidiary of NEC Corporation, never rests on its laurels and keeps pushing the envelope. This time around, though, the bar was lifted very high. Netcracker has developed and launched a new cloud-based service that essentially includes everything the company has in its OSS/BSS product and services offering. Named Business Cloud, the platform leverages Netcracker’s cloud-based SDN/NFV and IT portfolio—from VNFs to orchestration, OSS, BSS, portals, and a digital marketplace—and offers the complete set as a service to whoever needs to build a cloud infrastructure to turn up new digital services. Clients, please log in to view the full content.Subscribers Only
IHS Markit survey: Top edge application is video content deliveryNovember 09, 2018In a recent survey of 14 edge thought leaders and market movers, the top edge application was video content delivery, which 92 percent of respondents identified as an area of impact and concern.
Universal CPE: A new market and new deployment model for managed servicesAugust 28, 2018The universal customer premises equipment (uCPE) market will increase from $7.7 million in 2017 to $1.02 billion in 2022 – a cumulative $1.9 billion market over the six years from 2017 to 2022.
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
Collaborative meeting services grew 10 percent in 2017April 17, 2018Worldwide revenue for collaborative meeting services (video and web conferencing) grew 10 percent in 2017, totaling $2.5 billion. Growth was driven by the need for better communication tools to bridge geographic divides between employees, partners and customers; the continuing adoption of unified communications; and the shift from in-house infrastructure deployments to a cloud delivery model.
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.