Startup Nile is filling out its cloud-based networking service with a goal of streamlining the setup and management of wired and wireless network operations. https://t.co/lvc6Ys3qO1
IDC data shows a robust market for Ethernet switches thanks to growing AI workloads, while on the wireless LAN front, Wi-Fi 6E adoption is ramping up. https://t.co/T3E3HrksHJ
Reminder: IDC publishes updated market share and market forecasts for Ethernet switching and WLAN each quarter. Our latest data covers full year 2023 and the fourth quarter of 2023
The Ethernet switching market in 2023 was dominated by the impact of AI, with the overall market rising 20.1% in 2023 to reach $44.2B, according to IDC Ethernet Switching Tracker https://t.co/o8E72NPEr2
The non-datacenter (non-DC) segment of the Ethernet switch market grew 25.2%, driven by improved component availability, enabling vendors to recognize revenues from fulfilling backlogged product orders, leading to high growth rates.
Wi-Fi remains a critically important technology with exciting innovation: Wi-Fi 6E access points - which support Wi-Fi in the 6 GHz band - grew to make up just under a quarter (23%) of enterprise dependent AP sales in 4Q23 indicating the continued rapid adoption of Wi-Fi 6E.
Enterprise Wireless LAN Revenues Grew 7.6% in 2023 to reach $10.8B, but it was a tale of two halves in the Wi-Fi market last year (thread) https://t.co/Z04tUYhFja
In the first half of 2023 (1H23), enterprise WLAN revenues rose 43.3% compared to 1H22, driven by vendors shipping backlogged products. In 2H23, revenues declined 16.6% compared to 2H22. New product orders slowed in 2H23 as customers implemented heighted product inventory.
With product overlap across key aspects (e.g., wireless local area networking, Ethernet switching, and SD-WAN), mapping out a combined strategy for HPE Aruba Networking and Juniper's AI-Driven Enterprise Mist platforms will be key to this acquisition being successful
HPE's proposed acquisition of Juniper would be a significant shake-up in enterprise campus and branch networking market. Read our in-depth analysis of the HPE-JNPR deal's dynamics for enterprise networking https://t.co/WlEmQiAP57
ZScaler has long been one of the premier cloud-enforced security (SSE/NeSaaS) vendors that SD-WAN vendors partner with; with ZScaler more formally enabling SD-WAN capabilities, it will only increase the co-opetition dynamics within the market among vendors.
ZScaler's entrance into the single-vendor SASE market with enhanced SD-WAN capabilities is the latest example of security vendors moving more into the networking market https://t.co/6ITMKc7rsw
Big potential news in HPE's rumored acquisition of Juniper. Within campus & branch networking there would be significant portfolio overlap between Aruba & Mist to reconcile, but HPE sees broader opportunities in Juniper's DC and SP networking businesses, plus a big AI push
This week I published an IDC MarketScape on Worldwide SD-WAN Infrastructure . Thanks for the write up about it @Mcooney59@NetworkWorld
IDC: SD-WAN adoption gets a boost from cloud connectivity requirements, SASE https://t.co/6JRaHhWGA6 via @networkworld
There’s a lot of buzz about AI/ML, but how specifically is it used in network management? My recent research focuses on specific examples of AIOps in campus & branch networking. Example from @JuniperNetworks https://t.co/LDNmzmclAl
There’s a lot of buzz about AI/ML, but how specifically is it used in network management? My recent research focuses on specific examples of AIOps in campus & branch networking. Example from @CiscoNetworking https://t.co/LDNmzmclAl
There’s a lot of buzz about AI/ML, but how specifically is it used in network management? My recent research focuses on specific examples of AIOps in campus & branch networking. Example from @ExtremeNetworks https://t.co/LDNmzmclAl
There’s a lot of buzz about AI/ML, but how specifically is it used in network management? My recent research focuses on specific examples of AIOps in campus & branch networking. Example from @ArubaNetworks https://t.co/LDNmzmclAl
Our SD-WAN Branch of the Future event is next week! 🗣
Join speakers @matthewpalmer, Georgi Stoev, @BButlerIDC, and our very own @KumarBytes as they discuss how next-gen SD-WAN and SASE can help you modernize and secure your branch. Register today: https://t.co/tg0K0Y0o5K