Marvell is delivering the differentiation needed to broaden its market presence in the networking switches and PHY segment, especially against competitors including arch-rival Broadcom. Through embedded security and enabling end-to-end performance gains needed to scale borderless enterprise networking, Marvell strengthens its ability to drive borderless enterprise builds and evolution.
Amdocs Buys Openet to Boost Cloud Credentials but Still Needs Broader Cloud Proposition
Amdocs’s acquisition of Openet augments its cloud-native credentials, especially in the 5G policy, charging, and data management domains. The deal also helps diversify Amdocs’ revenue streams, particularly in light of T-Mobile’s consolidation of the Sprint assets. Now Amdocs needs to acquire more robust cloud assets in order to fulfill the strategic business objectives of the CSPs as they build-out their hybrid cloud and multi-cloud implementations in the 5G world.
Marvell Crystallizes its Custom ASIC Portfolio and Market Message
Marvell’s new Custom ASIC portfolio unveiling showcases Marvell’s successful and rapid execution of the Avera Semi execute acquisition, fortifying the company’s goal of becoming the one-stop semiconductor infrastructure provider for its customers and partners. Through differentiation in key areas such as continuous delivery of IP and advanced technology across its top-priority market segments and executing first-time right capabilities across a dynamic range of business models, Marvell is ready to move the market needle ore, especially in the customer ASIC and data infrastructure semiconductor market segments.
ATX’s GigaXtend Readies Cable Operators for the 50Gbps 2050 Party
ATX’s GigaXtend portfolio affords cable operators the opportunity to revitalize their outside plants with technology purpose-built to enable and accelerate emerging spectrum increases of 1.8GHz and beyond. By targeting the most pressing cable operator demands and landing the Cisco agreement, ATX can plausibly tout its new family of amplifiers is built on a trusted technology pedigree with the reputation for performance and reliability needed to fulfill the demands of DOCSIS 4.0 and ultimately the 2050 vision of fiber-based 500 Gbps services.
Fortinet Gets More SASE with OPAQ Acquisition
Fortinet gains a time-to-market advantage over ZTNA providers that lack Fortinet’s portfolio range since their solutions leave more exposure and unprotected gaps in the attack surface, extending peace of mind to Fortinet’s customers. Also Fortinet’s boosts its R&D brain trust in driving broader ZTNA innovation within SASE environments, enabling it to move the competitive needle in the nascent SASE market.
Analog Devices Acquires Maxim in an Underwhelming $21 Billion Bet
ADI is heading into headwinds in attaining full value from the network infrastructure silicon portion of the Maxim portfolio and is dealing with significant supply chain assimilation challenges, thereby dampening the upside of the overall deal. ADI needs to prioritize touting new wins in the network infrastructure segment (i.e., data center, 5G communications) post-merger to allay addressable market concerns and likewise rapidly implement its supply chain optimization strategy.
AT&T Uses Cisco Secure SD-WAN Technology to Fulfill Growing Digital Workforce Demands but Now Must Get SASE
The AT&T and Cisco partnership affirms that service providers are improving their SD-WAN offerings, particularly addressing the security concerns among enterprise adopters. Now AT&T and Cisco must show their integrated approach will accelerate broader adoption of SD-WAN services in the emerging SASE and 5G era.
Hansen Provision Release 7.0 Ups Hansen’s Native-Cloud and 5G Game
With the Hansen Provision Release 7.0 debut, Hansen enhances its Create-Sell-Deliver portfolio and now offers the cloud-native fulfillment capabilities key to increasing its presence in the global operator space, especially in microservices-driven 5G environments and powering potential operator expansion into verticals such as energy and utilities.
ADTRAN’s Mosaic Augments Fast Evolving In-Home Experience in COVID-19 Era
ADTRAN should contemplate recruiting broader telco support for the cable-dominated Plume initiative to further strengthen its Mosaic portfolio, reassuring a wider swath of telcos of Plume’s long-term viability in powering their own customer experience innovations in telco environments throughout the COVID-19 and 5G epoch.
New Research: RPA is Essential to Fulfilling Organization-wide Strategic Business Objectives
Futurum Research, in partnership with UiPath, completed a global research study of 500+ high-level business and technology executives directly responsible for the planning, management, and use of automation technologies to better comprehend the RPA journeys organizations must undertake to successfully achieve their strategic business objectives. Here’s what we found.