Network Security Market Not Immune to the Pandemic
In just over half a year, COVID-19 has made its presence felt far and wide. But it has been capricious. The pandemic has caused severe illness for some individuals, while in others causing no symptoms. With 1Q20 squarely in the rear-view mirror, our data shows that the network security market experienced a similar phenomenon. On the whole, the network security market paused in 1Q20 and registered small growth of just under 1% Y/Y. But within the individual four product segments including Content Security, Application Delivery Controller, Firewall, and Intrusion Prevention Service, we track, 1Q20 played out very differently, with some seeing significant growth and others a marked deceleration
OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks
In her latest insight, Sameh Boujelbene examines how OpenAI’s MRC protocol reinforces Ethernet’s growing role in large-scale AI networking infrastructure. Read more>>
Maximizing 5G Spectrum Resources
With 5G deployments now accelerating at a torrid pace and 5G NR investments projected to comprise 30% to 50% of global RAN investments in 2020 (Dell’Oro Group), operators are reassessing how to optimize their spectrum resources to capitalize on the potential business and technology benefits with 5G NR.
5G Has Changed Wireless Backhaul for the Better
Have you ever seen a caterpillar transform into a butterfly? Within weeks, the entire organism changes to prepare itself for its new mode of existence. This process is called metamorphosis, and it is the best
Analyst Angle: CBRS investments accelerate in 1Q20–adds confidence to forecast
Preliminary estimates suggest 1Q20 CBRS RAN revenues were in line with expectations, accounting for 1% to 3% of the overall 1Q20 North American RAN market. Even if the regulatory process has taken significantly longer than
Key Takeaways – The Telecom Equipment Market 1Q20
Cisco, Huawei, and Nokia’s revenue shares for the overall telecom equipment market declined in 1Q20 relative to full-year 2019 revenue shares We just wrapped up the 1Q20 reporting period for all the Telecommunications Infrastructure programs
OpenAI’s MRC Initiative Reinforces Ethernet’s Expanding Role in AI Back-end Networks
In her latest insight, Sameh Boujelbene examines how OpenAI’s MRC protocol reinforces Ethernet’s growing role in large-scale AI networking infrastructure. Read more>>
Key Takeaways for Telecom Capex 2020
We recently updated the 2020 Telecom Capex Report. In this report, we analyze the relationships between wireless and wireline capex and revenue for more than 50 carriers, accounting for approximately 80% of worldwide capex and
