August 2019

650 Group to deliver keynote presentation on open source network market at onf connect ’19

Chris DePuy, founding analyst for 650 Group will deliver the ONF Connect Friday keynote: CORD TAM Research Update at ONF Connect 2019 happening Sept 10-13th in Silicon Valley. Telecom operators including AT&T, Comcast, DT and Comcast, along with big cloud providers like Google Cloud, are participating in the Open Source… Read More »650 Group to deliver keynote presentation on open source network market at onf connect ’19

Qualcomm Wi-Fi 6 Event Wrap-up

We attended the Qualcomm Wi-Fi 6 event held in San Francisco today. Representatives from partner companies who attended included HPE Aruba, Cisco, Commscope, Boingo, Netgear, Rivet Networks, AMD, and Microsoft. The principal announcement at the event was that Qualcomm announced its Networking Pro Series Platforms which are focused on Wi-Fi 6 capabilities,… Read More »Qualcomm Wi-Fi 6 Event Wrap-up

Cambium acquires Xirrus, further consolidating the Enterprise Wireless LAN market

On August 8, 2019, publicly-traded Cambium announced that it had completed the acquisition of the Xirrus products and cloud services from privately-held Riverbed Technology, Inc.  Xirrus has been a vendor in the Enterprise WLAN market for a while now and has been associated with its high-performance enterprise-class WLAN products as… Read More »Cambium acquires Xirrus, further consolidating the Enterprise Wireless LAN market

Data Center Equipment CAPEX for the US Hyperscalers Returns to Growth in 2Q19; Commodity Price Declines Remain in Compute and Storage while Networking Grows Robustly

PORTOLA VALLEY, Calif.  August 8, 2019 —  According to a newly released report issued by founding analysts of 650 Group, US Hyperscaler Cloud market revenue grew 25% Y/Y in 2Q19 while CAPEX used for DC Equipment returned to growth with mid-teen Y/Y results. 650 Group’s Cloud Report covers Colocation, IaaS, SaaS,… Read More »Data Center Equipment CAPEX for the US Hyperscalers Returns to Growth in 2Q19; Commodity Price Declines Remain in Compute and Storage while Networking Grows Robustly

2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe

Huawei had record European revenue in 2Q19 for the Ethernet Switch market. Both Data Center Switching and Campus Switching showed strong performance in Europe in the quarter despite the ongoing trade war.  On an overall basis, Huawei’s Ethernet Switch results were flat Y/Y.  China results for the company were down… Read More »2Q19 Huawei Ethernet Switch Results remain resilient and show robust growth in Europe