Cisco

Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too

Today, Cisco completed its acquisition of Splunk, many months ahead of its initial estimates at the time of the deal announcement. Over the years, we have tracked Splunk’s exposure to Observability, SIEM, SOAR, and other reportable segments. What’s interesting is that on a pro-forma basis, when we add up Cisco… Read More »Cisco Closes Splunk Acquisition and Closes the Gap with Palo Alto Networks, too

Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 2023; According to 650 Group

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Arista, Cisco, Juniper, White Box, Market Shares Differ Materially Between the Cloud Market and the Enterprise Market Incline Village, Nevada – March 1, 2024 – According to a newly released report issued by founding analysts of 650 Group, there are unique differences between Ethernet switches deployed into clouds and enterprise… Read More »Data Center Ethernet Switch Market for the Cloud Reaches New All-Time High in 2023; According to 650 Group

Aviz Extends Funding to $10M with Cisco Investments, Accton, and Wistron

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SONIC- start up Aviz of San Jose announced this week its latest funding round, now reaching $10M, to work to accelerate customer momentum for its multi-vendor, GenAI-based networking stack along with adoption of SONiC based open networking CEO Vishal Shukla quoted in SDX Central:“Our DNA is community-first. We want to… Read More »Aviz Extends Funding to $10M with Cisco Investments, Accton, and Wistron

Cisco’s Partner Conference Emphasizes Observability, Security, SMB and MSP

At Cisco’s Partner Conference, it announced a new Emphasis on Full Stack Observability (FSO), Security, End-to-End/Solutions selling, IoT/Industrial, SMB, MSP, Sustainability/Take-Back, and. Additionally, Cisco enhanced its Partner Experience Platform (PXP) to enable partners to optimize their practice and drive growth, emphasizing recurring revenue. We see this conference as a clear… Read More »Cisco’s Partner Conference Emphasizes Observability, Security, SMB and MSP

Observability Makes Major Moves with Cisco Announcing Plans to Acquire Splunk

Global Observability Market Expected to Approach $15B in 2027 The last few months have been hectic for the Observability market. Cisco announced the company’s plans to purchase Splunk for $28B, with the deal expected to close in CY 2024. New Relic announced its plan to be acquired by Francisco Partners… Read More »Observability Makes Major Moves with Cisco Announcing Plans to Acquire Splunk

Campus Switch Market Surges over 50% Y/Y, Reaches New All-Time High in 2Q’23; According to 650 Group

Multi-Gigabit Technology (2.5 Gbps/5.0 Gbps), Contract Renewals and Subscriptions Key to 2H’23 and 2024 Market Performance Incline Village, Nevada – Aug 30, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus networking, and cloud markets, indicates that the Enterprise/Campus Ethernet Switch… Read More »Campus Switch Market Surges over 50% Y/Y, Reaches New All-Time High in 2Q’23; According to 650 Group