4Q’20 Results Mixed; Data Center Switching Hits New Record While Campus Switching Contracts Y/Y
INCLINE VILLAGE, Nev. – March 3, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market declined nearly 2% for 2020, to $32B.  The report also reveals significant regional differences globally, with China showing robust growth in 2020, and with Europe, Japan, and the United States all contracting.
"The Ethernet Switch market contracted in the expected regions and verticals in 2020.  COVID-19 constraints, consequent factory shutdowns, and rapid shifts in economic contraction and expansion were the key themes to last year's results," said Alan Weckel, Founding Technology Analyst at 650 Group. "Semiconductor shortages, increased lead times for data center products, and timing of workers returning to the office will shape the rebound for 2021. Our vertical analysis of the campus and data center switching markets indicates a different recovery rate and technology use as the market begins to rebound in 2021.  2021 will see a significant ramp in multigig in campus, 400 Gbps in the data center, and the first shipments of 800 Gbps based switches."
The Quarterly Ethernet Switch report also indicates that the top three campus switch vendors after Cisco in North America were HPE Aruba, Juniper, and Extreme.  The top three data center switch branded vendors after Cisco in North America were Arista, Juniper, and Dell.  The report highlight how business size, vertical exposure, and hyperscaler adoption drove vendor performance throughout 2020.
About the Ethernet Switch Quarterly Report
The Ethernet Switch Quarterly Report offers a market assessment of vendor performance and market share in the Ethernet Switch market.  The report covers Modular, Fixed Managed, Smart Switching, White Box, Disaggregation, and other segmentation as well as the following port speeds: 100 Mbps, 1 Gbps, 2.5 Gbps, 5.0 Gbps, 10 Gbps, 25 Gbps, 40 Gbps, 50 Gbps, 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps.  650 Group publishes additional segment-specific reports in Campus / Enterprise Switching and Data Center Switching. 
For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com.
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  ​Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. For more information, visit: http://www.650group.com
 
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Profits Remain Elusive as Cloud Providers Target Revenue Growth over Profitability

INCLINE VILLAGE, NV, Feb. 22, 2021 - According to a new report published by 650 Group, titled: IaaS Hyperscaler SWOT Report 2020-2025, IaaS revenue grew to over $100 B in 2020 and $50 B in Capital Expenditures for data center equipment (servers, storage, networking) and other compute and IT equipment.  Amazon AWS, Microsoft Azure, and Google GCP made up over 60% of the revenue with Alibaba being the largest non-US provider.

AWS brought in $86,000 per minute in revenue and made $26,000 per minute in profit dollars.  While GCP, in third place, brought in $3,300 per minute in revenue while losing $1,400 per minute in 2020.  Additionally, 2020 saw Alibaba record its first profitable quarter.

"While revenue continues to surge for IaaS as many businesses rely on it as a foundational building block for their data, profit dollars remain challenging as companies look to grow and expand instead of relying solely of profit to make investment decisions," said Alan Weckel, Founding Technology Analyst at 650 Group.

Continued Weckel: "2021 is shaping up as an important battle of US IaaS hyperscalers as they invest to their strengths to continuing expanding.  The battle for Artificial Intelligence (AI/ML) with IaaS providers is presently in its infancy with many suppliers vying for position for the underlying technology."

Purchase the Report:
650 Group offers this report for $995 to a single user at a single company and $1,995 to a group of five users at a single company and have additional options for redistribution and external use of the data.  To purchase:  https://650group.com/IaaS-Hyperscaler-SWOT-report.html

Companies covered in the report include hyperscale cloud providers Amazon Web Services (AWS), Microsoft Azure, Google GCP in addition to IaaS comparisons with IBM, Oracle, and Alibaba. The report also discusses the strengths, weaknesses, opportunities, and threats of the US Top-3 IaaS hyperscalers.

About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with numerous research programs focused on Cloud and technology trends. For more information, visit: http://www.650group.com
 
For more information, contact:
650 Group Media Relations:
Greg Cross
greg@650group.com

Software-Defined Wide Area Network (SD-WAN) and Security as a Service Will Drive SASE
 
INCLINE VILLAGE, Nevada, Feb. 10, 2021 - According to a new report published by 650 Group, titled Secure Access Service Edge (SASE) Forecast and Research Report 2020-2025, the size of the market is predicted to grow by more than a factor of five from 2020 to 2025.  The report includes market share assessments and market forecasts. 

As the information technology industry embraces cloud-based computing, remote workers, and Internet of Things (IoT) technologies, both networking and security infrastructures are evolving.  Perimeter-based security systems are insufficient to reduce security exposure as computing moves to support Software as a Service (SaaS), cloud computing, and colocation-based computing.  Additionally, as workers become increasingly mobile and as they work from home, while, at the same time, organizations embrace the use of IoT devices, new technology is needed to identify and lock down access to corporate resources.

"We anticipate that security and networking industries will consolidate together in the coming years.  The emergence of SASE, which is a combination of both security and networking technology, is part of a larger trend that will drive vendor consolidation," said Chris DePuy, Technology Analyst at 650 Group. "There is tremendous opportunity for new vendors to stake their claim in this increasingly complex computing environment."

Purchase the Report
650 Group offers this report for $995 to a single user at a single company and $1,995 to a group of five users at a single company and have additional options for redistribution and external use of the data.  To purchase:  https://www.650group.com/secure-access-service-edge-report.html.

The report also discusses the impact of the changes to existing vendors in the security industry, such as Cloudflare, Fortinet, Palo Alto Networks, ZScaler, and to vendors in the networking industry, such as Cisco Systems, HPE Aruba, Juniper Networks, Huawei, VMWare and others.

About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with numerous research programs focused on Cloud and technology trends. Learn more at http://www.650group.com

Forbes Business Council Is an Invitation-Only Community for Successful Business Owners and Leaders
 
INCLINE VILLAGE, NEV. Feb. 4, 2021 —Chris DePuy, Founding Analyst for 650 Group, a leading market intelligence research firm for communications, data center, and cloud markets, has been accepted into the Forbes Business Council, the foremost growth and networking organization for successful business owners and leaders worldwide.
 
Mr. DePuy was vetted and selected by a review committee based on the depth and diversity of his experience. Criteria for acceptance include a track record of successfully impacting business growth metrics, as well as personal and professional achievements and honors.
 
“We are honored to welcome Chris DePuy into the community,” said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Business Council. “Our mission with Forbes Councils is to bring together proven leaders from every industry, creating a curated, social capital-driven network that helps every member grow professionally and make an even greater impact on the business world.”
 
“Following three decades researching technology infrastructure for communications and related Internet business opportunities, I am extremely excited to join the Forbes Business Council,” said Chris DePuy. “Networking, on many levels, has never been more important as we face challenging times throughout our world.” 
 
As an accepted member of the Council, DePuy has access to a variety of exclusive opportunities designed to help him reach peak professional influence. DePuy will connect and collaborate with other respected local leaders in a private forum and at members-only events. He will also be invited to work with a professional editorial team to share his expert insights in original business articles on Forbes.com, and to contribute to published Q&A panels alongside other experts.
 
Finally, DePuy will benefit from exclusive access to vetted business service partners, membership-branded marketing collateral, and the high-touch support of the Forbes Councils member concierge team.
 
ABOUT FORBES COUNCILS
Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive. To learn more about Forbes Councils, visit forbescouncils.com.
 
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with numerous research programs focused on Cloud and technology trends. 650 Group 2021 communication market reports are listed here, and the company’s website is available at http://www.650group.com
 
Media Contact:
Gregory Cross
PR for the 650 Group
greg@650group.com

Colocation Providers Have a Key Role in Enterprise Deployment as Well as Future AI and ML Workloads

INCLINE VILLAGE, NEV. Feb. 3, 2021 - According to a new report published by 650 Group, titled Workloads and Multi-Cloud Forecast 2020-2025, the worldwide number of workloads being deployed will increase nearly 500% by 2025.  Workloads continue to evolve for both search and social clouds, as well as IaaS and SaaS providers.

Workload definitions evolve as technology expands.  Historically, the context of a workload tied it directly to the number of servers, and later, it was the number of virtual machines (VMs) or applications that spanned machines.  Today, the context evolves to the number of containers or individual serverless code-snippets.  The compute, storage, and networking infrastructure had to evolve to support how the application changes.  

"Multi-Cloud and new AI /ML workloads are driving significant investment in data centers with new compute and networking infrastructures emerging to address new workloads," said Alan Weckel, Technology Analyst at 650 Group. “The time has passed for an application and its data to reside in one data center. There is a tremendous opportunity for new vendors in multi-cloud, as well as co-location, to address the evolving needs of enterprises.”

To purchase the report:
650 Group offers this report for $995 to a single user at a single company and $1,995 to a group of five users at a single company and have additional options for redistribution and external use of the data.  To purchase:  https://650group.com/multi-cloud-workloads-forecast-report.html
The report also discusses the impact of the changes to component suppliers, end-users, system vendors, and is targeted for System Vendors, ASIC suppliers, and component suppliers.

About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with numerous research programs focused on Cloud and technology trends.