Saturday, July 11, 2020

Money Moves: June 2020

Here are some of the most prominent venture capital and merger and acquisition news items from the past month. If you’d like SDxCentral to report on your company’s VC or M&A activity in our monthly Money Moves section, or if you have any tips on that activity, please send the information to Sydney Sawaya (ssawaya@sdxcentral.com).

Friday, July 10, 2020

Thursday, July 09, 2020

Ericsson still seeks networking edge

Even without Edge Gravity, Ericsson is still pursuing an edge strategy focused on software and integration under a DIY model that extends a technical bridge between service provider networks and hyperscalers.

Get ready for a Q2 like no other

As companies like Ericsson, AT&T and Comcast prepare to report their second-quarter results, the industry will be listening intently for comments on the recession, network capex and what the future holds.

Daily Roundup: Nvidia Dethrones Intel

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletter to get these stories in your inbox.

Nvidia Dethrones Intel as Top US Chipmaker

Nvidia dethroned Intel this week as the top U.S. chipmaker. Nvidia’s stock price soared to $424 per share Friday morning, pushing its market cap to $258.7 billion, outpacing Intel at nearly $250.4 billion.

Google Committed to CNCF Despite Istio Snub

Google maintains that the formation of its Open Usage Commons (OUC) group to initially house a trio of its projects – including the Istio service mesh – does not impact its ongoing commitment to already established open source groups like the Cloud Native Computing Foundation (CNCF). However, significant concerns remain over how that controversial move will impact the service mesh space.

NTIA: 3.45-3.55 GHz ‘good candidate’ for sharing

It’s no secret that the U.S. wireless industry is hungry for mid-band spectrum for 5G, and a new National Telecommunications and Information Administration (NTIA) report determined 100 MHz in the 3.1-3.55 GHz band looks most viable for near-term sharing with commercial wireless services.  

Trilogy taps edge compute, private wireless for rural businesses

Boulder, Colorado-based Trilogy Networks sees an opportunity to serve rural American businesses with next-gen internet technologies, and it’s bringing together a variety of players and tools to do it. Those players include other vendors and regional service providers. And the tools include Internet of Things platforms, cloud software, licensed and unlicensed spectrum, edge compute and storage, and network connectivity across vast swaths of U.S. geography.

Wednesday, July 08, 2020

Instana Gives Monitoring Platform a Facelift

Instana put a new coat of polish on its application performance monitoring platform today, introducing a new user experience alongside several operational enhancements and monitoring technologies. These improvements are designed to make managing and monitoring cloud-native applications easier and more intuitive.

Daily Roundup: Juniper Jumps Into SASE

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletter to get these stories in your inbox.

Verizon Advances 5G Core, Declines to Name Vendors

Verizon today said it successfully completed an end-to-end data session on its standalone (SA) 5G core and network traffic will start hitting the new core before the end of the year. Full commercialization of the SA 5G core will occur in 2021, according to Verizon.

Juniper Jumps Into SASE With Connected Security

Juniper Networks detailed its secure access service edge (SASE) strategy today after dropping hints about it since the RSA security conference earlier this year. And, according to Samantha Madrid, Juniper’s VP of security business and strategy, it’s more than just marketing.

Google’s Istio Move Irks IBM, Confounds Industry

Google’s decision to move the Istio service mesh project into a newly formed open source organization focused on protecting the trademark of open source projects instead of into an already established open source organization is not sitting well with many across the open source ecosystem, and most specifically with IBM, which helped Google develop Istio.

Ookla: Verizon fastest fixed U.S. broadband ISP

Verizon ruled the roost for fastest U.S. broadband speeds in Ookla's second quarter Speedtest results, and was also tops for lowest latency. For fastest fixed broadband speeds, Comcast, Cox, Charter, AT&T and CenturyLink, respectively, followed on the heels of Verizon.

Tuesday, July 07, 2020

fuboTV sees subs and revenues climb in Q1

The latest figures don't reflect the fuller, more recent impact of the pandemic, but the virtual MVPD is confident that consumers will turn to streaming services when live televised sports return.

Oracle Takes On AWS Outposts

Oracle’s final — or at least latest — frontier in its ongoing cloud war against Amazon Web Services (AWS) is the data center. Today, during an online Oracle Live event, CTO Larry Ellison announced Oracle Dedicated Region Cloud@Customer, a fully managed private cloud that brings all of Oracle’s cloud services into customers’ data centers, as a challenge to AWS Outposts.

Daily Roundup: Verizon Boots Nokia

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletter to get these stories in your inbox.

Podcast: What's the story with Dish Network?

On this episode of 'What's the Story?' – a new series from the Light Reading Podcast – Mike Dano talks with pod host Nicole Ferraro about Dish Network entering the wireless space: the latest news, why it matters and what's likely to happen next.

SUSE Wrangles Rancher Labs to Boost Kubernetes Cred

SUSE is acquiring privately held Rancher Labs in a move to bolster its cloud-native credentials and more specifically its position in the Kubernetes ecosystem. The move also continues what has been an increase in acquisitions of Kubernetes-focused vendors.

Meet Dish's 5G network team

Stephen Bye, Tom Cullen, Dave Mayo, Jeff McSchooler and Marc Rouanne are the five men charged with building a cloud-native, open RAN 5G network for Dish Network for $10 billion.

Cisco Joins AT&T’s SD-WAN Lineup

In a win for Cisco, AT&T today announced it added the vendor’s Secure SD-WAN platform to its managed services portfolio, which includes the carrier’s own network-based SD-WAN platform and VMware’s VeloCloud offering.

CBRS PAL auction poised to be a doozy, possibly raising $10B

Even though the CBRS 3.5 GHz auction is part of a shared spectrum paradigm that some considered to be part of a grand experiment, it’s lining up to be a doozy, with 271 qualified applicants that could collectively bid anywhere from $4.4 billion to upwards of $10 billion based on analyst estimates.

Report: Hyperscale data center count reaches 541 by mid-year

The growth of hyperscale data centers continues at a fast clip this year. According to Synergy Research Group, as of the middle of this year, there are 541 hyperscale data centers with another 176 in the pipeline. That number of data centers operated by hyperscale providers more than doubled the count from the middle of 2015, according to Synergy Research Group (SRG.)

Samsung joins commercial 5G vRAN party

Samsung’s fully virtualized 5G radio access network (vRAN) product will be commercially available this quarter, in shift away from dedicated hardware in favor of software elements that run on a general-purpose computing platform.

Telstra beefs up network infrastructure in U.S.

Due in part to increased connectivity demand into the Asia-Pacific region, Telstra is beefing up its network infrastructure in the U.S. by adding two points-of-presence (PoPs) and increasing bandwidth on its trans-Pacific subsea cables.

Monday, July 06, 2020

Verizon Boots Nokia, Samsung Gets the Spoils

Verizon is preparing to kick Nokia to the curb and give Samsung roughly half of its radio access network (RAN) contract, Ryan Koontz, senior research analyst at Rosenblatt Securities, told SDxCentral.

Daily Roundup: Google Beats Cloud Rivals

In case you’ve been stuck in video conference meetings all day, here are today’s top stories from SDxCentral. Also, make sure to subscribe to our daily newsletter to get these stories in your inbox.

VMware Bolsters Analytics Suite With True Visibility Buy

VMware is padding its vRealize Operations predictive analytics platform with the purchase of the True Visibility Suite business unit from Blue Medora. The acquisition mark’s VMware’s fourth so far this year and comes on the heels of last week’s Datrium buy.

Industry Voices—Raynovich: The cloud is swallowing everything

It's increasingly looking like the public cloud infrastructure is swallowing large swaths of communications applications and infrastructure. With the public cloud providers growing faster and approaching capital spending (capex) levels that rival, and in some cases surpass, the largest telecommunications providers, there's no reason to think this trend won't continue. 

France says oui to Huawei

In an interview with local press, the Director General of the national security agency has said there would not be an outright ban for Chinese telecoms equipment vendor Huawei.

Sunday, July 05, 2020

A Look Back on 2020 (So Far)

From deadly wildfires to President Donald Trump’s impeachment trial, the death of basketball legend Kobe Bryant, Brexit, murder hornets, and social unrest over the killing of George Floyd – all under the cloud of the COVID-19 pandemic – 2020 has been a doozy and we’re only halfway through it.

Will VMware (or Someone Else) Scoop Up Bitglass?

The perhaps not-so-surprising winners during the pandemic turned out to be security vendors with cloud access security broker (CASB), secure web gateway, and zero-trust networking technologies — all key secure access service edge (SASE) components. While these technologies’ stars were on the rise before COVID-19 forced the global workforce to telecommute from home, the pandemic gave them more urgency as employees began accessing corporate systems and cloud-based services from their home networks and devices.

CNCF Leadership Change Targets Cloud Native ‘Second Wave’

The Cloud Native Computing Foundation (CNCF) recently changed up its leadership with Priyanka Sharma taking over from Dan Kohn as head of the Linux Foundation-based organization. The move comes at an important junction for the organization and the broader cloud native ecosystem that is becoming a bigger player in the cloud market.

Ericsson Releases Standalone 5G Software

Ericsson’s standalone (SA) 5G New Radio (NR) software for low- and mid-band spectrum is now commercially available. The development follows the vendor’s release of a dual-mode 5G core with cloud-native infrastructure earlier this year. 

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