March 2021

Cisco Live Event Features Observability, Network-as-a-Service, SASE

Cisco’s customer event, Cisco Live (virtual), is underway, and the company made many announcements.  We are emphasizing what we think are the most relevant, which include Observability capabilities, Network as a Service (NaaS), and SASE.  Here is a rundown of what we learned about today. Core portfolio (includes Campus Ethernet… Read More »Cisco Live Event Features Observability, Network-as-a-Service, SASE

GeoLinks’ acquisition of 28 GHz mmWave spectrum from Verizon

​We had the opportunity to speak with an exciting Internet Service Provider (ISP) called GeoLinks today.  Skyler Ditchfield, the CEO, shared his thoughts on the recent spectrum acquisition from Verizon and how it will change the company’s addressable market.  We think what GeoLinks has done with this spectrum acquisition is… Read More »GeoLinks’ acquisition of 28 GHz mmWave spectrum from Verizon

650 Group Quick Take: MULTI-Cloud Operating Models Accelerate with NEW deal between HashiCorp and Cisco

In the news this week, Cisco has entered an agreement to sell HashiCorp Terraform® Cloud Business alongside its own Cisco Intersight® platform. Cisco and HashiCorp are helping enterprises accelerate application innovation, including automated management and security, across hybrid clouds. The deal helps enterprises achieve a hybrid cloud operating model using… Read More »650 Group Quick Take: MULTI-Cloud Operating Models Accelerate with NEW deal between HashiCorp and Cisco

Ethernet Switch Market Contracts 2% Y/Y in 2020, According to 650 Group

4Q’20 Results Mixed; Data Center Switching Hits New Record While Campus Switching Contracts Y/YINCLINE VILLAGE, Nev. – March 3, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market declined nearly 2%… Read More »Ethernet Switch Market Contracts 2% Y/Y in 2020, According to 650 Group