May 2022

Analysis: Broadcom Plans to Acquire VMware for $61B

Different Scenarios can Play Out for the Networking Industry While the potential Broadcom / VMWare combination could affect many industries, this blog shares our view on its impact on the networking industry.  As an opening thought, this big deal may experience regulatory challenges, considering regulators prohibited Broadcom from acquiring Qualcomm… Read More »Analysis: Broadcom Plans to Acquire VMware for $61B

650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results

In 1Q22, revenues of the Telecom Core market were 4% greater than the year-ago quarter, according to our recently updated report.  The market has been inconsistent in performance over the past four quarters, oscillating between Y/Y growth and Y/Y declines.  The report also includes an updated long-term forecast.  For the… Read More »650 Group publishes 1Q’22 Telecom Core Market and Long-Term Forecast Results

Fortinet Accelerate 2022 Recap

Fortinet had its Accelerate 2022 conference today. Its executive team presented its current strategy and expectations for the future and highlighted what it thinks are its key differentiators in the marketplace. The company explained: (a) the importance of its ASIC and its software code-base called FortiOS, (b) its services bundling… Read More »Fortinet Accelerate 2022 Recap

US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group

Despite Decommits in the Supply Chain, US Hyperscalers Maintain 2022 CAPEX Guidance Incline Village, NV.  May 10, 2022 —  According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 23% Y/Y in 1Q’22 while the supply chain for data center equipment into hyperscalers performed unevenly… Read More »US Hyperscalers Cloud Revenue Surges over 20% Y/Y in 1Q’22, According to 650 group