2024 Outlook: Broadband Market Faces Challenge Amidst Lower Spending from 2023
In this blog, Jeff shares that despite the near-term challenges, the broadband market is expected to show signs of resilience, with the anticipation of recovery in 2025 and strategic moves by cable operators and fiber deployments shaping the industry landscape. Learn more
Exploring the Data Center Switch and AI Networks Markets Landscape in 2024
Explore our top 3 predictions for the data center switch, 800 Gbps adoption, and AI networks market in 2024
Exploring the 5G Core Market Landscape in 2024
Where is the 5G Core heading in 2024, and what happened with 5G Standalone deployments in 2023? Explore this 2024 predictions blog written by Research Director Dave Bolan.
HPE to acquire Juniper – WLAN market impacts
Explore the key takeaways from Wireless LAN (WLAN) expert Siân Morgan regarding the impact of the HPE and Juniper acquisition
HPE Contributes better ‘Networking for AI’, Juniper Contributes better ‘AI for Networking’
In this blog, analyst Sameh Boujelbene shares some key takeaways on the potential upside and downside impact of the HPE and Juniper acquisition deal
HPE Acquires Juniper: What does this mean for its Network Security and SASE/SD-WAN aspirations?
In this blog, analyst Mauricio Sanchez share some quick thoughts on what the merger may mean from the lens of the network security, SASE, and SD-WAN technologies
Comcast Continues to Lead DAA Deployments
The blog highlights the significant progress made by Comcast and the broader industry’s ongoing shift towards DAA, signaling a transformative phase in cable network infrastructure.
Harmonic Shifting to Broadband-Only?
During its third-quarter earnings call, Harmonic’s CEO Patrick Harshman described having initiated a formal strategic review of its video business and has already received interest from potential buyers of the business. The video business, which
OCP 2023 Key Takeaways: The Network is the Computer for AI Workloads
The AI journey is just beginning. In this latest blog by Sameh Boujelbene, she shares some key takeaways from the OCP Global Summit 2023 regarding a significant shift with the rise of AI. Collaboration and open approaches are key for tackling AI workload challenges.
How Charter’s Video Distribution Deal with Disney Impacts Broadband
The Charter Communications and Disney agreement marks a shift from traditional channel bundling to a more flexible, customer-focused content delivery model. This has implications for the entire cable and broadband industry, potentially inspiring other providers to adopt similar approaches.