650 Group Blog
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Each year, Aruba, a Hewlett Packard Enterprise company has its Atmosphere conference. This year the conference theme was “Journey to the Edge.” However, this year was also much different from previous conferences because Aruba completed the acquisition of Silver Peak last September. As a result of the acquisition, the conference had a significant focus on SD-WAN, the primary product of Silver Peak, and integration with Aruba. A critical new trend that the combined company is now pivoting towards is SASE, which Aruba includes in “Edge to Cloud Security.” Aruba is partnering with well-known companies to deliver a complete “Edge to Cloud Security” portfolio. Aruba’s broadening portfolio allows it to “land and expand” to customers and provide a more comprehensive portfolio. Portfolio growth is what other competitors to Aruba are doing because there’s a growing need to manage networking and security systems simultaneously as users and computing leave the campus environment. Additionally, the company made several new announcements to advance Aruba ESP (Edge Services Platform), like Aruba Central being available on-prem, ClearPass Policy Manager integration with the Aruba EdgeConnect SD-WAN edge platform, and IDS/IPS/UTM capabilities. The company also updated its partners on its growing AIOps capabilities and hinted that it would be making Wi-Fi 6E announcements “soon.” New announcements
Future announcements. Management hinted at some announcements that will come in the future. These include:
Updates. We felt some noteworthy comments came up during the show.
  
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There were 3,100 attendees at the Atmosphere show in Las Vegas, most of which appeared in attendance at the keynote. Artificial Intelligence and Cloud were the main topics. Specifically new for the show: cloud-managed SD-WAN, NetInsight, ArubaEdge Partner program, Cape Networks acquisition. Cloud-managed SD-WAN – June/July ’18 availability (dynamic path selection, VPC direct to AWS or Azure). NetInsight is a data-collecting and cloud-analysis AI platform that finds anomalies and allows improvements to wireless LAN operation. Cape Networks acquisition to allow user-experience simulation for cloud-services connection quality measurement.
Keerti Melkote, President of Aruba, discussed financials: FY17 was up 15% Y/Y, reaching $2.5B, split 49% to wired and 51% to wireless. (650 note: for C17, we measure WLAN + non Data Center Switch + Enhanced NAC product revenues at $2,260M). A key message of the presentation was that as enterprises embrace cloud-services applications like dropbox, Salesforce and Office 365, this means enterprises become more focused on edge access than ever. Citing statistics like that 80% of advanced attacks use valid credentials, 8 weeks average gestation period of typical attacks, and 84% of those who’ve deployed IoT have been breached, the company said that securing the edge is more important than ever and discussed the Aruba 360 Secure Fabric. Aruba had customers on stage to endorse various products, including Accenture, Ohio State University, and CBRE. Other customers mentioned on slides included Lufthansa Technik, Purdue University, Rajasthan, Disney, Time Warner, University of Minnesota, University of New Hampshire, University at Buffalo, Northwestern University, University of Washington, Bucks, Virginia Tech, University of Iowa, Illinois, and Lenovo. |
CHRIS DePUY
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