by Chris DePuy, 650 Group / October 27, 2026 This morning, HPE folded HPE Networking EdgeConnect into both HPE Mist and Aruba Central. The move puts the company’s SASE platform under the same agentic management framework as its wired and wireless portfolios. We see this announcement as significant progress on… Read More »HPE Extends Self-Driving Networking to SASE
While MediaTek expressed that Data Center is its highest priority and that by the end of 2027, the company’s revenue mix will look very different, it has numerous other opportunities. We highlight that the company has evolved from being a mobile SOC supplier to now an ecosystem-based semiconductor leader with… Read More »MediaTek 2026 Analyst Day – Data Center is the Priority
This morning, HPE closed on the Juniper deal, following the surprise announcement over the weekend that HPE had settled with the US Department of Justice (DOJ) right before the planned trial was to begin. HPE CEO Antonio Neri and former Juniper CEO Rami Rahim held a call with press and… Read More »HPE Closes Juniper Acquisition
Our take on the US tariff war is that uncertainty reigns today, which will probably result in forecast cuts for many of the companies we research. The longer the trade war continues, the more forecasts will be cut until we reach a steady state. We will have to respond with… Read More »Golden Screw Unavailable and Full Capacity Not Possible
Today, Alcatel-Lucent Enterprise (ALE) and Celona announced a partnership where ALE will sell Celona’s Private 5G systems. Additionally, ALE will integrate the Celona offering into its management systems so that customers will enjoy both systems but manage them more easily. The benefit to ALE customers will be that the combined… Read More »ALE and Celona’s Private 5G Collaboration
United States and Canada Markets Expected To Drive Growth, According to 650 Group INCLINE VILLAGE, Nev. – Sep. 26, 2024 – A newly released Market Intelligence Research report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates the Automated Frequency Coordination (AFC)… Read More »650 Group Forecasts Automated Frequency Coordination (AFC) System Market
Nokia held its annual Fixed Networks Analyst meeting this week, and we were impressed with the company’s progress. While the company explained that the BEAD program has slipped an estimated 6-9 months, it shared that its pipeline of deals remains healthy. The company characterized that BEAD will go through its… Read More »Nokia Broadband Strategy Rapidly Adapting to Changes
First Half 2024 Experienced Inventory Corrections Which Are Abating in Second Half, According to 650 Group Incline Village, NEV. – Sept. 9, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless LAN… Read More »Enterprise Wireless LAN Market Poised to Recover in 2025
Enterprise WLAN Market Expected To Rebound Nearly 10% in 2025 as the Transition to Wi-FI 7 Begins Incline Village, Nevada – June 7, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless… Read More »Cloud-Managed Enterprise Wireless LAN Services Revenues Grew 10% Y/Y; According to 650 Group
HPE Aruba’s NaaS Offering Takes Early Market Lead Followed by New Vendor Entrants and Incumbent Vendor Offerings Incline Village, Nevada – July 31, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, campus, data center, and cloud markets, provides unique insight into… Read More »Wireless LAN – NaaS Market Grows Nearly 100% Y/Y to New All-Time High in 1Q’23; According to 650 Group
