DoJ Allows HPE’s $14 B Gamble on Juniper
With regulatory approval secured, HPE’s $14B bet on Juniper is moving forward. But success isn’t guaranteed. Research Director Siân Morgan looks at the integration hurdles, shifting AI dynamics, and whether HPE has what it takes to compete with Cisco.
AI-for-RAN in Focus: Key Takeaways from the Telco AI Forum
Stefan Pongratz recaps key AI-for-RAN insights from the Telco AI Forum. Explore how AI is shaping today’s networks and setting the stage for 6G.
Cisco Live 2025: Networking Reappears at the Center of Cisco’s AI Strategy
In her latest blog, analyst Siân Morgan captures Cisco’s dramatic return to its networking roots, now reimagined through the lens of AI, security, and cloud-managed infrastructure. But the path forward is filled with product integration and adoption challenges that only customers and time will resolve.
Beyond Hardware: Cisco Live 2025 Maps the Platform Future of Networking and Security
Cisco Live 2025 showcased Cisco’s bold shift from hardware vendor to AI-native platform orchestrator. This blog, written by analyst Mauricio Sanchez, unpacks key innovations—AI Canvas, Hypershield, Silicon One—and what they mean for the future of networking, security, and observability.
Cisco Heats the Fight for the Secure Branch
Cisco fires back in the secure branch battle with new Secure Routers, Firewalls & Mesh Policy Engine. Analyst Mauricio Sanchez breaks it down: What’s new, what’s next, and why it matters.
AI RAN – Should We Be Excited?
This blog explores the evolving role of AI in RAN, noting its longstanding use in automation and efficiency. What’s new is the rise of generative AI and a mindset shift, as operators now consider AI not just for performance but also as a potential driver of new revenue streams.
Fastly Xcelerate 2025 Highlights Edge Platform Shift and Cost-Efficiency Momentum for Enterprises
Fastly is evolving from CDN to edge platform—boosting AI, cutting cloud costs, and enabling Distributed Cloud Networking. Dell’Oro Group’s Mauricio Sanchez shares insights from Xcelerate 2025, with highlights from Fox Sports, Shutterstock & more. Read here:
Charter and Cox Likely to Stay Their Respective Courses on DOCSIS Upgrades
Charter’s proposed $34.5 billion acquisition of Cox Communications reflects just how much the US broadband landscape has changed. The near-nationwide availability of fixed wireless access (FWA), combined with expanding fiber footprints, has put cable operators
RSAC 2025 Reveals New Security Imperatives Shaping a Sovereign Digital Future
Analyst Mauricio Sanchez shares three key takeaways from RSAC 2025: the growing importance of sovereignty in security, the rise of AI-driven security fabrics, and the accelerating trend of platform consolidation in cybersecurity. Learn more
Tariff Impact on the Broadband Market
In his latest blog, analyst Jeff Heynen discusses to the impact tariffs will have this year and beyond on the Broadband market. Read more
