Catching AI Lightning in a Bottle: Reflections from HPE Discover 2024
I recently attended HPE Discover 2024 in Las Vegas, where HPE showcased its AI ambitions, strategic networking shifts, and the integration of Atmosphere into Discover. Here are three takeaways: HPE’s AI vision, networking strategies, and event integration.
Cisco Live 2024: Navigating Innovation Amidst Market Saturation
I just returned from Cisco’s Press and Analyst Conference at Cisco Live 2024 in Las Vegas, and it was quite the spectacle. The event was a grand showcase of Cisco’s attempts to reinvent itself amidst
CommScope Also has Bigger PON Ambitions with Casa
In a blog post published earlier this week, details were provided on why CommScope unexpectedly decided to acquire the cable assets of Casa Systems for $45.1 million. The primary reasons discussed included strengthening CommScope’s cable
CommScope Seeks vCMTS Scale with Casa Buy
In a surprise move last week, CommScope emerged as the winning bidder for Casa Systems’ cable assets, edging out Vecima Networks and Harmonic. The winning bid of $45.1M represented a significant premium over Vecima’s initial
Unveiling the Future of Cybersecurity: Key Themes from RSA Conference 2024
Analyst Mauricio’s blog explores RSA Conference 2024’s key themes: AI-Powered Security, Unified Architectures, and Zero Trust, offering insightful analysis.
Don’t Look Now: T-Mobile Eyes Fixed Broadband Market Leadership
This blog discusses T-Mobile’s strategic foray into the fixed broadband market, highlighted by its acquisition of Lumos. T-Mobile’s success in attracting over 5 million FWA subscribers and its transition to a wholesale model underscore its potential to disrupt traditional cable providers and shape industry dynamics.
Fiber to the Room (FTTR) Progress Update: Chinese Operators Doubling Down
Explore China’s broadband landscape as operators accelerate Fiber to the Room (FTTR) deployments. Insights on ONT purchases, technology shifts, revenue strategies, and projected subscriber growth.
Reflecting on GTC and OFC 2024: No One-Size-Fits-All but Time to Market is Key!
Analyst Sameh Boujelbene provides her insights into the evolving landscape of networking technology, specifically within the context of accommodating AI workloads and the challenges faced by data center operators in meeting these demands.
Cable Operators’ Growing Interest in 25GS-PON
The cable industry is evolving by investing in fiber infrastructure and 25GS-PON to stay competitive amid rising competition, meeting the growing demand for high-speed broadband services. Analyst Jeff Heynen discusses industry changes and strategies.
Vecima Aims to Challenge Harmonic with Intent to Acquire Casa Cable Assets
In this insightful blog post, analyst Jeff Heynen delves into the ramifications of Vecima Networks’ acquisition of Casa Systems’ Cable Business Unit. He underscores the potential synergies and growth prospects arising from this strategic move, while also spotlighting crucial aspects of Vecima’s acquisition strategy and its implications in the cable and broadband market.
