Will Townsend, Patrick Moorhead

Fiber Is Foundational For AT&T’s Long-Term Success

I recently had the opportunity to spend two days with AT&T executives and its senior management team in New Orleans during the Men’s NCAA Final Four Tournament. AT&T is a sponsor of March Madness. I loved how the company ran a series of television spots involving spokesperson Lily interviewing her possible “substitutions” while she attended …

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Current Geopolitics Are Raising The Need For New Cybersecurity Measures

It is tragic to witness what is happening in eastern Europe. The conflict is near my heart, given that a good friend recently fled Kyiv with his wife, but it also raises broader public awareness of nation-state cyber-attacks. These virtual assaults are nothing new. A report published by IBM Security X-Force (a very Marvel comics-sounding team!) noted …

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Aruba Atmosphere 2022 Showcases HPE’s NaaS Journey

I recently attended HPE Aruba’s annual Atmosphere (ATM) event (in person, no less!) in Las Vegas. It was refreshing to be back physically post-pandemic. A lot has changed for the networking infrastructure provider. Former founders and CEO Keertie Melkoke and CTO Partha Narasimhan left the company mid-last year, and new leadership is in place at …

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Mobile World Congress 2022 Delivers In Three Key Areas

It has been two seemingly long years since the last in-person Mobile World Congress (MWC) Barcelona. I had the good fortune to attend this year, and the show did not disappoint. Though the attendance was smaller than in the past (the GSMA final estimate was about 60,000), all the stalwart companies were in attendance. I …

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Qualcomm And HPE Team Up For 5G Infrastructure Collaboration

Qualcomm is the undisputed leader in the 5G ecosystem from an end device perspective. The company’s Snapdragon silicon is in many smartphones and connected devices. In a logical move, Qualcomm punctuated its entry into the cellular infrastructure space with a second-generation 5G RAN Platform for Small Cells (FSM200xx) in the summer of 2021. The design …

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Cisco And The Rise Of Networking As A Service

Information technology consumption services are a hot category these days, and for a good reason. The ability for enterprises and service providers to treat infrastructure as an operational expense provides certain balance sheet advantages. Especially given recent inflationary pressures, the outright purchase of networking gear might not be in the cards many businesses.  The good …

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RESEARCH PAPER: Zscaler – A Holistic Zero Trust Platform

Often misused in the cybersecurity industry, the term “zero trust” has been applied to products and solutions that do not provide the complete security the term suggests, creating market confusion and threatening to delay the adoption of zero trust in customer environments. While many companies claim to offer zero trust security, few deliver a holistic, end-to-end solution …

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Amazon Web Services Gets Serious About Networking At Re:Invent 2021

It’s December, the time of the year for mistletoe, holiday parties, and Amazon Web Services (AWS) re:Invent. This year’s event did not disappoint, with its multitude of live and on-demand sessions spanning practically every technology topic under the sun. I paid keen attention to the announcements tied to telecommunications and networking and would like to …

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Zscaler Digital Experience Raises The Bar For Application Monitoring And More

Last week, Zscaler announced several significant enhancements to its Zscaler Digital Experience (ZDX) service. ZDX aims to provide visibility into user, connectivity and application telemetry to help resolve user experience issues. I spoke with executives ahead of the launch and would like to share my takeaways from the conversation.  Application monitoring  A handful of application …

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Living Security Aims To Deliver Human Security Risk Management

Cybersecurity is arguably one of the hottest technology sectors today. Venture capital funds invest millions of dollars into startups while most companies tout the benefits of zero trust and secure application access. What often gets lost in these conversations is that most of the fallout from phishing and ransomware attacks is a direct result from …

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Qualcomm’s Quest To Make Cities Smarter

Fellow analyst Anshel Sag and I recently attended our first in-person event together since the beginning of the pandemic—Qualcomm’s Smart Cities Accelerate 2021, hosted at the technology giant’s headquarters in beautiful San Diego, California. Qualcomm’s packed agenda included keynotes, panel discussions and partner presentations. Mr. Sag and I would like to provide our impressions of …

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Live From Denver: The Big 5G Event 2021

Last week, I attended the Light Reading Big 5G Event in Denver, CO, my first live in-person event since the pandemic began. Let’s jump into my key takeaways from the event, which, interestingly, featured two different tracks depending on whether or not you attended virtually or in-person. Big 6G? The first day of the in-person …

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Intel Plants An Infrastructure Flag With Mount Evans

It is no secret that Intel is under new leadership with Pat Gelsinger, given his return to the iconic Silicon Valley company earlier this year, where he spent the first thirty years of his career. The semiconductor giant is subsequently making waves with several recent announcements. One caught my attention at last week’s Intel Architecture Day – …

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Three Companies To Watch In Cybersecurity

Cybersecurity is a hot topic these days on many fronts. Hacks related to SolarWinds, in an ironic twist, exposed FireEye, considered a perennial security provider. The Colonial Pipeline hack also raised significant concerns. As a result, the Biden administration issued an executive order in May and an additional memorandum in late July that aims to provide guidelines for addressing …

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Baltic Disruptors Connect The Dots With Cellular Infrastructure

I have had the opportunity to visit the Baltic Region of Europe twice in the past. Composed of Estonia, Latvia and Lithuania, the Baltics have become a hotbed for technology development. Startups Printful and Bolt, who I’ve written about in the past, both found entrepreneurial successes in the region. Similarly, much of Skype’s coding occurred in Estonia. I …

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Gee Rittenhouse And Cisco’s Vision To Democratize Security

When one thinks of Cisco, it is typically in regard to networking infrastructure and the associated products, software and services. However, I wanted to learn more about the company’s focus on security, an area where I have recently expanded my coverage as an analyst. The other day I had the opportunity to speak with Gee …

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RESEARCH PAPER: Dell Technologies Is Open for Networking

The deployment and management of enterprise networking can be a daunting task for IT operators. Disaggregation of hardware and software and the adoption of software- defined networking (SDN) tools aim to lower capital and operational expenses. However, these new architectural approaches tend to introduce networking complexities. The need to support both campus and remote workers …

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Hewlett Packard Enterprise Aims High For 5G Automation

Last month, I spent time with Hewlett Packard Enterprise (HPE) telco executives ahead of Mobile World Congress (MWC) Barcelona. The company recently underwent a reorganization that it claims will better enable the development of solutions to support mobile operator 5G deployments globally. HPE also announced at MWC a handful of enhancements to its 5G automation …

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AT&T Puts Its 5G Future In The Azure Cloud

As an analyst, I follow all the tier one mobile network operators on the globe. Each is unique in regard to their subscriber base, vertical market focus and investment areas, and AT&T is no exception. The operator’s investment in research and development is impressive, as demonstrated by its Bell Labs efforts and Linux Foundation networking …

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Marvell Extends Its 5G Leadership With Next-Generation Silicon

I have written about Marvell extensively in the past, and I continue to be impressed with its leadership in 5G silicon. The company’s DPU announcement this week during Mobile World Congress Barcelona, in my mind, furthers its momentum. My firm was recently briefed by Marvell executives and I would like to share my takeaways. New …

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