650 Group
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients
  • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report

650 Group Blog

NFV World Congress - Nokia, NEC/netcracker, Google, CenturyTel Highlights

4/25/2018

0 Comments

 
Keynotes at the NFV World & Zero-Touch Congress in San Jose, California were very interesting today.  We share our observations and view of the main themes from these interesting presentations by Nokia, NEC/Netcracker, Google, CenturyTel.  The main theme of these presentations, we think, is this:  NFV/SDN is now deeply in the deployment and commercial phase, where compared to 3-4 years ago, it was just a concept.  

Nokia.  The company announced that its Airframe server platform, which is an OCP based design, comes available with either embedded acceleration or pluggable acceleration.  This comment includes its software acceleration.  The company explained that its Reefshark chipset can be equipped on the Airframe server and can perform better than a non-accelerated server:
  • Layer 1 and 2 offloading - 100% better
  • Content acceleration - 30x better
  • Machine Learning / video recognition - 10x better
  • Crypto acceleration

In explaining functions that an Airframe with Reefshark can perform, the company gave a good example: massive MIMO beamforming can be assisted by the machine learning capabilities.  
Picture
Nokia's Henri Tervonen at NFV and Zero Touch World Congress
NEC/Netcracker.  Enrique Gracia presented several uses cases of the NEC/Netcracker customers that related to NFV/SDN.  He explained that 16 customers have deployed one or more of these uses cases.

Full Stack OSS/BSS/MANO.  A customer deployed this system in 12 weeks to launch a VNF.  The system managed both physical and virtual devices.

Expand to a new territory using VNFs from home region.  A customer now delivers services to a customer outside the home territory by deploying the software and service from the network location at the home location.  In this particular case, NEC/Netcracker and its customer do revenue sharing and VNFs include SD-WAN, virtual firewall and others.  The service provider is expected to expand its customer addressable base by 40%, mainly targeting small/medium businesses in this non-home region.  This system uses MANO, OSS, BSS and the marketplace.  The company says in this case, time to revenue is expected to take 50% less time to deploy new VNFs in the future.

uCPE (Universal Customer Premises Equipment) deployment instead of branded hardware.  The company worked with a service provider company to enable uCPE to be deployed as an alternative to Cisco, Juniper and others' gear. 
Picture
Enrique Gracia of NEC/Netcracker at NFV and Zero Touch World Congress
Google Cloud.  Vijoy Pandey, who represented Google Cloud, presented on the topic of using AI/ML to reconfigure its data center system.  The company's cloud data center architecture has been evolving continuously since it was first introduced.  Currently, the company is using its own AI/ML system to learn from current network traffic patterns in order to design its future network architecture.  
Picture
Vijoy Pandey, Google Cloud, presenting at NFV and Zero Touch World Congress

CenturyTel.  The company has deployed Broadcom based Ethernet switches using its own Network OS.  These switches do their own packet forwarding.  Additionally, the company has built its own orchestration system called VICTOR.  It draws upon Ansible, NetCONF, uses the service logic interpreter from ONAP and uses parts of Open Daylight.  The company plans to open source this development and the spokesperson Adam Dunstan said, perhaps jokingly, that this might be called ONAP-lite.
Picture
Adam Dunstan of CenturyTel speaking at NFV and Zero Touch World Congress
0 Comments

Huawei Enterprise Services Growth was 33% Last Year

4/25/2018

0 Comments

 
We attended the Huawei Analyst Summit 2018 in Shenzhen, China last week and reported mainly on service provider trends.  This week, we highlight some of our observations about Huawei's Enterprise business, specifically, the enterprise business.
Picture
The Enterprise Services revenue grew 33% Y/Y in 2017, driven by 56% Y/Y growth in China.  The company said it does more enterprise services revenue outside of China, but that China is its largest region.  Additionally, the revenue growth seems to be tracking with its overall growth in CSPs (it's services partners), which grew in number by 34% in 2017.  The company said that it has historically worked with regional services partners, but it found that in engaging with larger multinational companies, it needed to expand its partner base to include companies that had a presence in all major regions of the world, so in 2017, it signed up with OVS, Arrow and an Asia Pacific company.

The Enterprise Services group plans to increase its subscription services, which today is mainly its SmartNOS offering, which was made available 1-2 years ago. In pursuing this plan, the company is developing automated systems.  The company has recently been pursuing expertise in vertical industries and has been selling solutions, instead of just products, it says.  In recent years, we have observed this solution selling strategy by Huawei, and it appears to be allowing the company to take share from more product-oriented sales strategies of other vendors in the Europe, Middle East & African geographic theatre.

By and large, the revenue in 2017 from Enterprise services is derived almost exclusively from maintenance revenue on hardware sales, plus SmartNOS, so the company's goals represent a significant pivot from the current way of doing business.  This signals a significant change in the way Huawei's Enterprise business plans to approach the market, in our view.
0 Comments

Huawei Analyst Meeting Recap - a Big Focus on Artificial Intelligence and a Downplay of 5G

4/16/2018

0 Comments

 
PictureEric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018
​The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world.  Huawei expects 86% of enterprises to have experimented with AI by 2025 (<5% in 2018).  It is leveraging AI across nearly all its products and will offer a full stack AI solution to all Huawei partners at its @Huawei Connect 2018 conference (Oct 10, 2018).

More specifcially, Huawei is using AI to elevate products & solutions to new levels: cloud, networks, devices, EI, SoftCOM AI, and Intelligent phones.  The company's strategy has changed over time and is now AI-focused:

2006-2011: Single strategy: All IP
2012-2017: SoftCOM: All Cloud
2017+:     All Intelligence: SoftCom AI (autonomous networks / services 2.0) - this reduces operating and maintence costs

The company expects that networks will be 10x more efficient in the operation of equipment as a result of AI.  

By 2025, Huawei expects 440M AR/VR users, 40% of cars to be 'connected," 80% of users with access to mobile broadband, usage of 1 Gbps / user / day (versus .03 in 2018) and 20B connected devices worldwide.


Connected Devices Forecast (Huawei) by 2025: 40B sensors and 100B connections.  This thinking is based on data including that there are: 
  • 4B livestock in the world
  • 300m streetlights
  • 1.8B utility meters
  • numerous bike programs in major cities
  • numerous greenhouses

The company's product lines are very diverse; to wit, the company introduced a helmet for the blind, which will be available soon.  

Huawei expects NB-IoT (LTE-based IoT capability) to reach almost full coverage in China in 2018.  Additionally, the company expects NB-IoT to reach 100 networks by the end of 2018 (versus 39 in 2017) and to be available on 1.2M base stations (from 0.5M in 2017) and to be connected to 150M connections (versus 10M in 2017).  

The company boasted about several developments:
  1. Chipsets for cloud data center systems.  The company highlighted its internally developed Atlas (intelligent cloud hardware).
  2. The company expects its cloud services will become one of major 5 clouds.  Uses smart NICs for CPU optimization and is 'open.'
  3. The cloud service from Huawei will be low cost because Huawei makes all the equipment necessary to build this cloud
  4. Internet of Vehicles system was was built for Group PSA (French auto company known for the Peugot brand)
  5. 5-An example of the company's "Intent-Driven Network" was its AI-based premium home broadband for a better user experience on Chinese based PON systems in use today.  Real time data collections allows 40% reduction on door-to-door service and fault prediction of 85% of Wi-Fi faults and 30% of all network faults.
  6. AI-enabled, software-defined cameras are now available that perform low-light feature extraction (e.g. facial detection/comparison) over 85% of the time.  And, using the Huawei AI chip, it can outperform CPUs by 25X and GPUs by over 6x.
  7. VR/AR will create a $2.7 trillion ecosystem in the future.  The company reminds the audience that it demonstrated teh first CloudVR Proof of Concept at the March 2018 MWC conference.


Q&A after keynote:
Mr. Eric Xu, Rotating Deputy Chairman of Huawei dodged several important questions relating to trade tariffs, cloud business unit revenue targets, growth rates of each major business units, specifics about AI full-stack claims made during the keynote, and instead focused generally on the AI theme.  Xu did, however, however, answer a handful of questions that were quite interesting:  Huawei won't acquire DRAM, Flash companies; and that 5G is not so revolutionary - it is just an evolution following LTE. Additionally, Xu mentioned that in 2H18, Huawei will launch end to end 5G solutions  and by 3Q19, it will launch 5G capable phones.  Xu said Huawei will continue to work with Intel on x86 for the foreseeable future.

More Q&A specifics:
Trade Tariffs and ZTE.  (In a moment of levity, however, Eric Xu smiled when the words ZTE were mentioned - recall that a day earlier, ZTE was penalized by the US).  We will focus on our customers and will ultimately survive. 

Cloud 1.5B by 2020, will you hit the target?  Will offer cloud services to telco service providers.  Huawei smartphones will leverage the Huawei cloud.  Enterprise customers will consume cloud services such as video, computing.  In future, trend will be enterprises will move to hybrid cloud and public cloud will take a major share.  Huawei cloud provides compute/storage/networking to enterprises and government.  200K x86 servers in Huawei cloud.  Revenue with external customers - won't share it with you - maybe .  

AI chipset question:  We don't position chipset as a standalone business - won't sell to external customers.  Will be used to differentiate Huawei products.  Smartphone - we use multi-vendor strategy always; in other worlds; have multiple Qualcomm, NTK and others.  Remain committed to multi-vendor strategy.  Don't want vendor lock-in, however.  If we only have one vendor, what might happen to our smartphone business, Xu asked.  

Enteprise business growth? Declined to comment on specifics, but said he encourages each to grow rapidly.  

How do customers get to 86% AI usage (the question was asked by an audience member by incorrectly referring to the statistic that was made during the keynote - specifically, Huawei said AI experimentation will be 86%, not AI usage)?  Will give clearer answer at Huawei Connect 2018.  For now, can share that we will use AI on ourselves first, then help customers on various functions such as finance, human resources, networks, etc.  

Supply chain - will you acqire your suppliers?  We do joint innovation with suppliers to meet Huawei's needs; push multi-source strategy, however.  Will not invest in DRAM, display, flash.

5G wasn't mentioned much in the presentation, why?  We don't have as high expectations as some others; 5G is just one of many products we offer and is just a natural evolution from 4G.  You don't have a fundamental difference between 4G and 5G - consumers just see faster speed and lower latency.  LTE already support autonomous driving.  Past couple years, governments have regarded 5G as too important.  June 2018, will only address eMBB - faster speeds.  2019 - will have fully 5G compliant system that does low latency.  4G is pretty robust; we don't see 5G as a national coverage network - it'll just focus on city centers.  However, once one carrier announces 5G, then all others must.  50% of Chinese have wireless connection capable of 4K but there are still no 4K stations.

2H18, end to end 5G solutions available.  3Q19, will launch 5G capable phones.

Share trends for Huawei at operators.  Revenue growth of telecom services is a challenging topic.  This revenue growth topic is why titan operators express concern about moving to 5G; instead, Huawei thinks moving to improved intelligence will assist operators.  Video will become more and more important as telcos become media companies too.  

Will AI become a privacy concern?  Any technology has double-sided effects.  With AI, some believe it can be dangerous.  Xu believes in the wisdom of man.  Look back to history of mankind, and our humanity can do same for mankind.

Will Huawei find alternate suppliers for data center products?  (Xu also smiled about this question before answering).  Today, Intel is dominant player.  Our point of view, we look forward to more diversified landscape; but we work with Intel mainly now.


0 Comments

NetApp Analyst Meeting - Focused on Hyperconverged, All Flash Array and Public Cloud Software

4/5/2018

0 Comments

 
Picture
At NetApp's analyst meeting today, CEO George Kurian sees opportunity in selling HCI (introduced F2Q18, 4-5 months ago), AFA, share-taking in SAN, and public cloud software and services.  Every large customer NetApp talks to, according to Kurian, is using multiple cloud service providers and/or SaaS services and most are using the hybrid cloud, which means using workloads both on the customer premises and public cloud.  According the company's marketing and sales executives, the company's sales and marketing strategy is focused on leveraging the company's entrance to the cloud services software market.

Substantial future announcements that were made by NetApp:
  • In its nascent cloud-services software business, now being run by Anthony Lye, SVP Cloud Data services BU, the company set a target of reaching $400-600M of recurring revenue exiting its FY21 year - this effort to target cloud started over five years ago.    Additionally, this software is available at Microsoft Azure, Amazon Web Services and the company expects to announce other cloud service provider customers in the future.  Mr. Richard explains that the company's cloud software is "soon to be GA (general availability)."  Mr. Pasek guided that FY19 cloud data services is expected to reach $60M (see calculations below).
  • NetApp will add NVMe and storage-class memory products in the future.  The company expects to disaggregate storage from the controller to build capable high performance systems using NVMe.

Summary of presentations
Joel Reich, EVP Products and Operations discussed trends in data center flash:
•             NVMe over Fabrics
•             Storage-class memory as cache
•             Persistent memory in server
•             Quad level cell NAND

Reich made some interesting comments:
  • NetApp will add NVMe and storage-class memory in the future  
  • Quad level cell NAND could spell the end of spinning disks
  • In its most recent year, it had a 75% win rate versus DELL EMC

Brad Anderson, SVP and GM, Cloud Infrastructure BU, said that NetApp’s “Converged” (selling NetApp storage with non-NetApp servers) FlexPod business is now at a $2B run rate and >4,000+PB shipped.  The company recently initiated a Fujitsu partnership on March 26, 2018.  Anderson also said that NetApp’s Hyperconverged product, which has only been selling for the past 4-5 months, hit its financial targets in the first full quarter of shipments.  He also said that the HCI product is based upon on recently-acquired SolidFire technology and conceded that the company is hiring people with virtualization capabilities to further augment the product line.  HCI customers that were discussed during this presentation were:  ConsultelCloud (Austrialian SaaS company) and Imperva (security company).  

Anthony Lye, SVP Cloud Data services BU, joined a year ago and is responsible for the company’s efforts to build software that runs on and with public cloud services.  He describes this software as one that operates above the storage layer, to allow customers to manage their data, whether in cloud, SaaS applications or on premises.  It offers backup, disaster recovery, and for securing data, and then binds those services and data in context of applications and business policy using the orchestration Engine.  OnCommand is product name.  The underlying technology NetApp uses is called ONTAP Data Management, which Mr Lye explained was separated from its engineered systems (hardware) and port it to public clouds five years ago.  We remember when NetApp announced its plans to separate ONTAP as a software for the cloud at its analyst meeting a few years ago when Kurian took over as CEO.

Lye explained that “later this year,” NetApp will release cloud-based OnCommand performance management/monitoring tool to manage workloads in hybrid cloud environment. 
  • Azure.  Microsoft Azure selected NetApp to become basis for its storage (in Azure console).  Lye says NetApp built Azure Microsoft files for them and we run it for them, paying on traditional subscription and consumption model.  Microsoft will include it in every enterprise service agreement and customer take-up has been beyond NetApp expectations.  Of multiple 100’s of preview customers, >70% are considered non-NetApp strategic customers (eg they are new customers).  NetApp software software royalties show up as an Azure line item in Azure bill. 
  • AWS.  Available from NetApp on AWS services.  Shows up as AWS bill as NetApp billable item.
  • Other Cloud Service Providers.  Expect to announce other relationships with other public clouds.
Lye said that NetApp’s cloud software business is expected to reach $400-600M of recurring revenue by end of FY21.

Henri Richard, EVP Worldwide Field and Customer Operations said "Cloud is soon to be GA.”  Richard explains this as its “Cloud Volume” product.  Richard explained that what is new this year is the hyperscaler relationships, starts a demand creation engine for the sales organization.  

Jean English, SVP Chief Marketing Officer said the company will focus on “cloud first” to reach new “global” buyers (e.g. multinational organizations), will lead with HCI and Cloud to enterprises.

Ron Pasek, EVP and CFO explains that FY18 is almost over and the company is beating FY18 plans (low-single digits growth), driven by flash.  The CFO said that the new accounting rule, ASC 606 impact to guidance will be immaterial to the P&L , though will result in slightly higher product revenue recognition.
Additionally, Pasek said that a year ago, he said revenue growth will be “low-single digit growth” (FY18-20) and now he is saying “mid-single digit growth,” driven by Flash, HCI, cloud data services.  Pasek said that in FY19 cloud data services will represents one point of growth.  (As an aside, we calculate FY19 cloud data services revenue, using the “one point of growth” metric at $60M, based on the latest quarter of total revenues, F3Q18 which was $1.52B, multiplied by 4, then multiplied by 1%).  So, cloud services revenue is expected to grow to FY19 of $60M and reach FY21 targets of $400-600M.  The company declined to state its FY18 cloud data services revenue when asked by the audience, so we take it that it is small.



0 Comments

Mavenir Analyst Briefing - UCaaS, RCS Monetization, xRAN & 5G markets

4/4/2018

0 Comments

 
Picture
Mavenir held a 'virtual' analyst meeting - essentially a webinar - that conveyed the company's efforts on several new initiatives: (a) SMB UCaaS - small business unified communications, (b) Messaging as a Platform (MaaP), (c) Monetization of messaging, (d) Security Solutions (relating to toll fraud, for instance), and (d) xRAN/Open RAN/Cloud RAN.  Pardeep Kohli, CEO of Mavenir explained that the company is at a $450M revenue rate.

Small Business Unified Communications - its mobile UCC service can be deployed as a service or on premise.  The company sells through its service provider partners.   Messaging as a Platform - the company sees its capabilities in RCS messaging as a means to enabling branding, chatbots, sale of digital goods, and enriched calling.  A month ago, at Mobile World Congress in Barcelona, we saw the Mavenir MaaP system in work - it looks nothing like what is available from traditional telecom equipment vendors.  Mavenir, it its re-imagined MaaP offering, looks more like an "OTT" company than a traditional telecom supplier.  We hear the refrain from service providers - show us new sources of revenue; well, this system from Mavenir looks to us like a new source of revenue.  On a secondary basis, to the extent Mavenir is successful in getting its MaaP system deployed at service providers, we think this can help the company grow its presence with other products.  

Mavenir recently acquired Acuto, a monetization specialist company for messaging.  Susie Kim Riley, Aquto's founder and CEO, now part of Mavenir, presented the company's offerings.  Riley showed off the Sponsored Data system of enabling brands to provide mobile data connectivity to smartphone consumers.  She explained how Facebook, Google, Alibaba and Baidu offers free access to consumers in various countries to consumers who don't pay for cellular data.  The company discussed that its customers typically pay for data using Zero-Rating (where a marketer can enable users to download/use apps or browse specific sites without using any of their data plan) or Data Rewards (where a marketer can reward users with additional data buckets for taking a specific action like downloading an app).  Mavenir showed how Banko Azteca offered both Zero-Rating and Data Rewards to engage with customers and had strong results.  We asked the company how long it takes to get a SP up and running and Mavenir said it takes a couple months, depending on the billing system integration.

The company discussed its Radio Access Network and Telecom Core products, too.  Mavenir is making "Whitebox LTE" available by integrating its Cloud RAN technology with a Universal Customer Premises Equipment (uCPE) offering, which allows enterprise-deployment of CBRS and LTE Licensed frequencies.  We asked the company after the analyst meeting whether its 5G Core (5GC) is available today, and management said, in fact, it is.  We think this means a pre-standard version of its 5G Core is ready for customers to take delivery of today, and architecturally, it is similar to its control user plane separated system that performs EPC for customers.  Additionally, the company highlighted a new capability that it has made available to the market that is calling its breakout gateway - the goal of this product (technically, a vSAEGW) is to allow mobile operators who carry lots of video traffic for mobile customers to offload this traffic to other operators, thereby reducing carrying costs.  I'm not sure how this impacts the quality of video traffic and what is effect on churn might be, but the company claims that by using this breakout gateway, it calculates that it can reduce spending on EPC/5GC by as much as two years.

0 Comments

Arris Analyst Meeting Takeaways

4/2/2018

0 Comments

 
Picture
Arris held its annual investor day late last week on March 28, 2018.  It was interesting: the company said "Everything is going wireless," which is an interesting admission for a company that, until about a year ago, was essentially a pureplay on wired broadband.  To be sure, the company has diversified into wireless with its acquisition of Ruckus and has benefitted from the inclusion of Wi-Fi capabilities to its broadband CPE.  The company sees this wireless future - and is pivoting towards it.

Arris management highlighted that it expect its future to include the following growth avenues:
  • Cloud Wi-Fi
  • DELL OEM
  • CBRS 3.5 GHz LTE Small Cell
  • IoT (Residential and Industrial)
  • FTTx (10Gb EPON / NGPON-2)
  • Consumer Mesh Wi-Fi
  • Campus Ethernet Switching

Additionally, the company discussed its expectations for each division, which using its 2017 mix and various projections, calculates to a 4.7% CAGR from '17 to '21.

Enterprise Networking (Ruckus).  Overall, the company's Enterprise Networking division, also known as Ruckus Networking, includes its Enterprise WLAN business (formerly Ruckus Wireless), the Brocade ICX Ethernet Switch product line (referred to by the company as Campus Switching), and other revenue streams such as CBRS 3.5 Ghz LTE Small Cells, as well as IoT radio modules that plug into the Ruckus Access Points like Bluetooth, LoRa and Zigbee.  The company is targeting 20%+ growth for the Ruckus Networking group, which is far above the industry growth rates we expect for Enterprise plus Outdoor WLAN and Campus switching. This aggressive growth rate either implies share-taking, or growth in other products such as CBRS, Bluetooth, LoRa and Zigbee, or the the non-WLAN parts of what used to be Ruckus Wireless, such as Cloud-managed Wireless LAN services (that, for instance compete with Cisco's Meraki, Aerohive services and Mojo Networks).  The company cited an expected Enterprise WLAN revenue growth projection slightly above our projection for the period '17 to '21, even if cloud-managed WiFi services were included.

​Network and Cloud Segment.  The company said this market is growing 5% annually, and described the market generally as the Cable Modem Infrastructure, optical nodes and cable video networks market.  The company generally expects to take share, compared to this market viewpoint, projecting a 4-7% long-term annual growth expectation for this business segment.  It was interesting that the company said that the "mobile device explosion [is] driving offload demand," because it has been several years since "Wi-Fi offload" was a growth driver, but dissecting the comment a bit more, the company is pointing to cable operators as being "well positioned to handle [the] offload."  We think Arris' strong supplier position with the major Cable MSOs in the US, especially, may indicate that there should be a strong build up of WiFi and cable infrastructure coming in the future.  And, this corroborates with our own research and statements from MSOs such as Comcast.  In fact, the company showed a "future" network diagram that indicates it expects its MSO customers will be delivering 5G radio, Remote OLTs (PON) and Fixed Wireless Access instead the of cable modem (DOCSIS) equipment that was indicated in the "now" chart.  This implied shift from DOCSIS to PON/5G/FWA would be a dramatic shift in the company's product portfolio.  Very interesting, indeed.

Customer Premises Equipment (CPE) Segment.  The company claims a #1 Set Top Box (STB) market share, and #2 Broadband CPE market share, with a mix of 60% video CPE and 40% broadband revenues in 2017.  The company expects to grow broadband CPE to a mix of 50%+ by the year 2021, consistent with the market growth rates it cites - 4% CAGR for broadband and -.8% for video.  Generally, the company is projecting long term sales trend of -5% to +1%, indicating that it lacks the direct to market exposure that would get it to a growth expectation in this segment.  The company confirmed it is using NBASE-T (Multi-Gigabit Ethernet) interfaces on its home networking devices and it is planning to release 802.11ax capabilities on its portfolio, as well.  Arris CPE will also include Extenders / Adapters to, at least partially, address the growth now occurring in the Consumer Mesh market.


0 Comments

    CHRIS DePUY
    &
    Alan weckel

    Technology Analysts

    Archives

    March 2022
    February 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    December 2019
    November 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    January 2018
    December 2017
    November 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017

    Categories

    All
    100 Gbps
    10 Gbps Ethernet
    1&1
    112 Gbps SERDES
    12.8 Tbps
    14.4 Tbps
    200 Gbps
    2.4 GHz
    25G PON
    25GS PON
    25GS-PON
    28 Ghz
    3.5 GHz
    3GPP
    400 Gbps
    50 Gbps
    50 Gbps SERDES
    50G PON
    5.5G
    56 Gbps SERDES
    5.925
    5G
    5G Americas
    5G Core
    5G Fixed Wireless Access
    5 Ghz
    5G SA
    5G Taxi
    600 Mhz
    60 GHz
    6G
    6 GHz
    7.125
    800 G
    800 Gbps
    802.11ac
    802.11ad
    802.11ah
    802.11ax
    802.11ay
    900 MHz
    A3
    Acacia
    Accelleran
    Accton
    Actility
    ACX6360
    Adam Selipsky
    ADC
    Aerohive
    AFA
    AFC
    AFF A800
    Affirmed Networks
    AI
    AI-on-5G
    AIops
    Airframe
    Air Pass
    Airspan
    Alan Weckel
    Alcatel
    Alcatel Lucent Enterprise
    Alcatel-Lucent Enterprise
    Alibaba
    All Flash Array
    Altiostar
    Amazon
    AMD
    AMIT Wireless
    Amplifi
    Analytics
    Anthos
    AOI
    AP530
    AP550
    AppDynamics
    Apple
    Application Performance Management
    AppScope
    Apstra
    Aptilo
    Aquto
    Arista
    ARM
    Arris
    Artificial Intelligence
    Aruba Central
    Ascend 310
    Asic
    Asics
    Askey
    ASR 9000
    Asset Tracking
    ASUS
    Atlas 200
    ATM19
    ATMDigital
    Atmosphere
    AT&T
    Automation
    Avaya
    AWS
    Azure
    Backhaul
    Baicells
    Bai Cells
    Baidu
    Balong
    BEC Technologies
    BELL
    Benu
    BGP
    Big Switch
    BIS
    BLE
    BLE5
    BLE Beacon
    BLINQ
    Bluetooth
    Boingo
    Borje Ekholm
    British Telecom
    Broadband
    Broadcom
    BT
    Bureau Of Industry And Security
    Cable Modem
    Cambium
    Campus Switch
    Campus Switching
    Capex
    Capital Light
    Carrier
    Cat 6500
    Catalyst 9000
    C-Band
    CBRS
    CDN
    Celeno
    Centralized Unit
    Centurytel
    CEOS
    Charter Communications
    Chatbot
    Check Point Software
    Chef
    China Mobile
    China Telecom
    China Unicom
    Chungwa Telecom
    Ciena
    Cisco
    Cisco ICE
    Cisco Live
    Clearpass
    Cloud
    Cloud Managed
    Cloud-managed
    Cloud RAN
    Cloud Volumes
    Cognitive Wi-Fi
    Coherent Pluggable
    Comba
    Comcast
    Common Networks
    Commscope
    Consolidation
    Consumer Mesh
    Contact Tracing
    Contrail
    Co-packaged Optics
    Corning
    Coronavirus
    Corvid-19
    CoSP
    COVID-19
    CPaaS
    CPE
    CPRI
    Cradlepoint
    Cribl
    Crosswork
    Crowdstrike
    CSCF
    CSP
    Cumulus
    CUPS
    CX 6200
    CyberX
    Dan Rabinovitsj
    Dark Reading
    Dartmouth
    DAS
    Data Center
    DataDog
    David Hughes
    DCI
    DD QSFP
    DD-QSFP
    DDR4
    DELL
    Delta
    Deutsche Bank
    Deutsche Telekom
    DISH
    Distributed Unit
    D-Link
    DOCOMO
    DOCSIS
    DPDK
    DPU
    DRAM
    Dritan Bitincka
    Dropbox
    ECI Telecom
    EdgeConnect
    Edgecore
    EdgeQ
    Eero
    Elasticsearch
    EMC
    ENAC
    Encore
    Entity List
    EPC
    EPON
    Ericsson
    Ericsson Router 6000
    Eric Xu
    ESP
    Etheric
    Ethernet
    Ethernet Switch
    ETSI
    Europe
    Extreme
    Extreme Networks
    F5
    F5G
    Facebook
    FBOSS
    FCC
    Federated Wireless
    Fibre Channel
    Firewall
    Fixed Wireless Access
    Flash
    FMS
    Forescout
    Fortinet
    FP-4
    FPGA
    Fronthaul
    Fujitsu
    FWA
    FWaaS
    GAA
    Gainspeed
    GCP
    GENBAND
    Geofencing
    GeoLinks
    German Edge Cloud
    Google
    Google Orion
    GPON
    GPU
    Graviton
    Greenlake
    H3C
    HAS2018
    HAS2019
    HAS2020
    Hashicorp
    HDD
    Hong Kong Broadband
    Hotspot Tracking
    HPE
    HPE Aruba
    Huawei
    Huawei Analyst Summit 2021
    HWMBBF
    Hyperconverged
    Hyperscaler
    IaaS
    IBM
    IBrowse
    ICD
    IMS
    Infinera
    Infovista
    Innoeye
    Intel
    Intersight
    IoT
    IoT Control Center
    Ip Access
    Ipanema
    Italtel
    ITU-T SG 15
    Ixia
    JMA Wireless
    John Roy
    Juniper
    Junos
    Kandy
    KDDI
    Keerti Melkote
    Keysight
    Kloudspot
    Koch Brothers
    KT
    Kubernetes
    KUIPER
    Kungpeng
    LAA
    Las Vegas
    Layer123
    LEO
    LG Electronics
    LG UPlus
    Linux
    LMDS
    Location Based Service
    LogStream
    Logstream 3.2.0
    LoRa
    LTE
    LTE-U
    Lucent
    Machine Learning
    MACSec
    Managed Service Provider
    Managed Services
    MANO
    Marco Rubio
    Marvell
    Massive MIMO
    Mavenir
    MaxLinear
    MEC
    Mediatek
    Megafon
    Meraki
    Mesh WiFi
    Metro Optical
    Michael P. O'Reilly
    Microsoft
    Midband
    Mid-market
    Millimeter Wave
    Millimeter-wave
    Mist
    Mist Systems
    Mixing Bauds
    MmWave
    Mobile
    Mobile Edge Computing
    Mobile RAN
    Modem-E
    Mojo Networks
    Motorola
    Motorola Solutions
    MPLS
    MSO
    MSP
    MTN
    Multefire
    MultiGig
    Multi Gig
    MultiTech
    MU MIMO
    MU-MIMO
    MWC
    MWC18
    MWC19
    MWC20
    MWC21
    MWCa
    MX
    NaaS
    NBASE T
    NBASE-T
    Nbn
    NCS 5700
    NEC
    NEC 540
    NetApp
    Netcracker
    NetExperience
    Netgear
    NetInsight
    Netskope
    Network Services Orchestrator
    Network Slicing
    Neville Ray
    Newracomm
    New Radio
    New Relic
    NFV
    Node-H
    Nokia
    Nortel
    NPU
    NTT
    NUWAVE
    NVidia
    NVMe
    NVMeoFC
    Observability
    Observability Lake
    OCP
    Ocp2019
    Ocpsummit
    OFC
    #OFC18
    Ofcom
    OFDMA
    OIF
    OLT
    OmniXtend
    ONAP
    ONFConnect
    OnGo
    On Semiconductor
    ONT
    Ooka
    Open19
    OpenRAN
    Open RAN
    Open Source Wi-Fi
    OpenTelemetry
    OpenWiFi
    OpenWRT
    OPPO
    Optical
    Optical LAN
    OptiXtreme H6
    Optus
    Oracle
    ORAN
    Orange
    Orange Business Services
    Oreedoo
    OSFP
    OSS/BSS
    OTAC
    P2P
    P4
    Packet Optical
    PAL
    Parallel Wireless
    Passpoint
    Password-less
    Plumeria
    PON
    Posture Assessment
    Private 5G
    Private LTE
    Project Denali
    PSE 3
    PSE-3
    PTX
    Puppet
    Pure Storage
    Quad Level Cell
    Qualcomm
    Quanta
    Quantenna
    Quillion
    Radio Resource Management
    Rakuten
    Rakuten Symphony
    RAN
    RBBN
    RCP
    RCP Symphony
    RCS
    Realtek
    Reefshark
    Ribbon
    RIC
    RISC
    Riverbed
    Rivet Networks
    ROADM
    Robin.io
    Rostelecom
    Routed Optical
    Router
    RRU
    Ruckus
    S3
    Samsung
    Sandisk
    SAS
    SASE
    Satellite
    SBC
    SD Branch
    SD-Branch
    SDN
    SD-RAN
    SDWAN
    SD WAN
    SD-WAN
    Security
    Semiconductor
    Semtech
    Sequans
    Sercomm
    Serdes
    Server
    Shaw Communications
    Siemens
    Sierra Wireless
    Silicon One
    Silicon Valley
    Silver Peak
    Single-pane
    SingleRAN
    SingleRAN Pro
    SIP Trunking
    SK Telecom
    Skype
    Small Cell
    Smartphone
    Snapdragon 865
    Softbank
    Sonus
    Sourcing
    Spark
    Spectrum
    Splunk
    Sprint
    Sp Router
    SRX
    SSD
    StandAlone
    Starlink
    STC
    Stellar
    Swisscom
    Symworld
    Tago.io
    Tanzu
    Tareq Amin
    Technicolor
    Telco Cloud
    Telecom Infra Project
    Telefonica
    Telia
    Telit
    Telus
    Tencent
    Terragraph
    Thousand Eyes
    Tiangang
    TIP
    T-Mobile
    TMUS
    Tomahawk 3
    TP Link
    TP-Link
    T&W
    Twilio
    Twitter
    TWT
    Ubiquiti
    UCaaS
    UCPE
    UI
    UltraSAW
    UniFi
    Unified Domain Center
    Unlicensed
    UTM
    UXI-6
    VaporIO
    VBLE
    VDSL
    VEPC
    Verilog
    Verizon
    Versa Networks
    VICTOR
    Virtualization
    VMWare
    VNF
    Vodacom
    Vodafone
    VoLTE
    VRAN
    VSBC
    Walt Disney
    Wan Optimization
    Water Tower Research
    Way Finder
    WBA
    WDC
    Westell
    Western Digital
    Western Digital Corporation
    WFH
    White Box
    White Paper
    Wi-F 6E
    WiFi
    Wi-Fi
    Wi-Fi 6
    WiFi 6
    WiFi-6
    Wi-Fi 6E
    WiFi Alliance
    WiFiNOW
    WiGig
    Wind River
    WISP
    WLAN
    Xiaomi
    Xilinx
    Xirrus
    XRAN
    Zebra
    Zero-Rating
    Zero Trust
    Zigbee
    Zipline
    ZR
    ZR+
    ZScaler
    ZTE
    Zyxel

    RSS Feed

Proudly powered by Weebly
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients
  • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report