Will Townsend, Patrick Moorhead

Three Companies To Watch In Private Cellular Networking

I write pretty extensively about private cellular networking. The platform is poised to accelerate digital transformation within enterprise information technology (IT) environments and connect the non-carpeted operational technology (OT) ones. For a quick explanation, IT typically refers to the computer hardware and software in the traditional office environment. OT, on the other hand, is involved …

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Cisco Live! 2021 Takes Security And Networking To New Heights

Last year marked the first virtual Cisco Live! event and now that the end of the pandemic appears to be in sight, I am hoping this week’s virtual event was the final one. Like many of my technology analyst colleagues, I am ready to be back on the road again! With that said, the company’s signature event …

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Marvell Furthers Its 5G Push With Fujitsu And Facebook Connectivity

Marvell is a silicon leader for the datacenter and the edge enabling the deployment of the largest cloud players, the enterprise and enabling carriers to deploy 5G globally. The company is in the midst of a renaissance that took years and Wall Street is taking notice. Since CEO Matt Murphy’s arrival in 2016, the stock …

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Cisco Seeks To Enable An Inclusive Covid-19 Recovery

As we begin to put the pandemic in the rearview mirror, there are a number of networking infrastructure and telecom companies that continue to stand out in my mind for their proactive efforts. Cisco is one that I’ve written about in the past (you can find that article here), and I had the good fortune to …

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RESEARCH PAPER: Anuta Networks ATOM

Companies’ interest in network automation surges as they seek to support knowledge workers under the impact of COVID-19. In the past, most IT operators were reluctant to automate out of fear of losing control. However, given the pandemic-driven need to support remote workers on a massive scale, enterprises and service providers alike should consider automation. Automation …

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Connectivity Powers Tractor Supply Company’s Success

In late 2020, I had an intriguing conversation with Tractor Supply Company (TSC) and HPE Aruba. Founded in 1938, over 80 years ago, TSC has grown into the largest farm store operator in the United States. However, of particular interest to me was its rapid growth over the last five years—nearly doubling its revenue to $10 billion. Soon …

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RESEARCH PAPER: Secure Access For The Hybrid Workplace

Recent events underscore the need to support a hybrid approach to enable knowledge- worker productivity, both inside and outside the office. To ensure a consistent and secure application experience for all users, IT directors need to rethink network design to ensure consistency of IT operations as well as ease of management. Infrastructure providers offer many …

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Three Cellular Networking Predictions For 2021

As we put a tumultuous 2020 in the rearview mirror, there are a number of exciting developments unfolding in the world of cellular networking. As a technology analyst that spends a significant time with both infrastructure providers and carriers, I anticipate three things gaining momentum in 2021: 5G private networking, Open RAN and the widespread …

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Hewlett Packard Enterprise Lab Efforts Seek To Enable 5G On A Massive Scale

I am convinced that the mountains that are near many Hewlett Packard Enterprise(HPE) facilities inspire the company’s lab and research and development efforts. I visited its lab in Roseville, California, in the summer of 2018, and was impressed by its capabilities. I wrote an article highlighting my insights. If interested, you can find it here.  Last month, …

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The Human Network: How Connectivity Will Change Lives

In late 2019, I began writing my first book centered on the life-changing potential of networking. As a technology analyst covering networking over the past several years, I have traveled far and wide to meet with infrastructure providers, customers and developers across the world. It may come as a surprise, but as it currently stands, …

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Cisco Strengthens Portfolios And Programs At Two Key Virtual Events

Over the last few weeks, I attended Cisco Systems’ virtual DevNet Create and Partner Summit events. The networking infrastructure giant made several key announcements—let’s take a closer look.     DevNet Create Typically held in Mountain View, CA, DevNet Create is Cisco’s signature developer event. Cisco founded its DevNet developer community back 2014. Led by executive Susie Wee, …

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Qualcomm Extends Its 5G Reach Into Infrastructure

Qualcomm held its annual 5G summit online last week. I thought the company’s use of a virtual reality conference center was very creative—it made me yearn to board a flight! Qualcomm dedicated day one to keynotes and the second to several breakout sessions. Today I would like to provide my impressions from the event.     5G …

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Juniper Networks And Its Automation Journey

It is no secret that I have been critical of Juniper Networks in the past. Historically, the networking infrastructure provider was overly focused on the service provider market, limiting its reach and top-line revenue. However, things began to change with Juniper’s acquisition of Mist Systems one and a half years ago. Mist’s focus on artificial …

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Four Practical Applications Of Artificial Intelligence And 5G

It is no secret that artificial intelligence (AI) is a technical marketing whitewash. Many companies claim that its algorithms and data scientists enable a differentiated approach in the networking infrastructure space. However, what are the practical applications of AI for connectivity and, in particular, 5G? From my perspective, it encapsulates four key areas. Here I …

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Open Networking And Edge Summit 2020 Delivers

Last week, I virtually attended ONES 2020, the Linux Foundation’s Open Networking and Edge Summit. I was impressed with the diversity of content at ONES this year, and appreciated the added emphasis on edge (which was the impetus for adding the “E” to the conference name—if you’ve never heard of the event, it’s because it …

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HPE Aruba Finds Its Covid-19 Silver Linings In The Clouds And Beyond

I have followed many networking infrastructure providers throughout the pandemic. Hewlett Packard Enterprise (HPE) has been one of the standouts from my perspective based on its willingness to extend credit facilities and offer its solutions as a service for operating expense flexibility. Recently, the Aruba division commissioned a survey that polled IT decision-makers across the globe on several critical issues, including their its likely response to Covid-19. …

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Marvell Delivers Switching With An IQ At Scale Which Is Likely Bad News For Broadcom

I have been following Marvell for quite some time now and as our principal Patrick Moorhead expressed earlier today, the company “is on a roll.” This year, I provided my insights into an announcement that spanned its 5G solution set and significant wins with Samsung and Nokia. If interested, you can find that article here. This week, …

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Hewlett Packard Enterprise Snaps Up Silver Peak

This week, Hewlett Packard Enterprise (HPE) announced its acquisition of Silver Peak. I would like to provide my take on the nearly $1B purchase and what it means for HPE, Aruba and the company’s SD-WAN journey.     Why Silver Peak? By most accounts, privately-held Silver Peak is considered a leader in the SD-WAN space. It is a …

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Deconstructing The Real Impact Of Open RAN

There has been much discussion lately on the subject of Open Radio Access Network (Open RAN). Open RAN promises to bring disruption to operators in the form of lower capital expense, accomplished by the disaggregation of general-purpose hardware and software for base station deployment. The Telecom Infra Project (TIP) took a crucial step in February of this …

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How T-Mobile’s ScamShield Rises Above AT&T And Verizon Offerings

T-Mobile announced a new call fraud blocking service called ScamShield today. Fellow analyst Anshel Sag and I wanted to weigh in on the specifics, how it compares to existing offerings from AT&T and Verizon, and where we believe T-Mobile is delivering added value to its subscribers above its competitors. T-Mobile ScamShield  T-Mobile’s announcement is a …

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