Tag: network

Arista acquires VeloCloud from Broadcom and Todd Nightingale joins as president and COO

Arista Networks Inc. today announced it will acquire VeloCloud SD-WAN from Broadcom Inc., a deal that puts to bed ongoing reports that surfaced about six weeks ago. The purchase, for which a price wasn’t given but was reportedly about $1 billion, gives Arista a best-in-class software-defined wide-area network solution to complement its current high-end 7000 series router which run the Cloud EOS operating system. VeloCloud has a wide range of cloud-managed SD-WAN offerings with integrated security enabling Arista to reach another tier of customer.

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Arista acquires VeloCloud from Broadcom and Todd Nightingale joins as president and COO

Analysis: With HPE-Juniper deal now cleared, what’s ahead for customers?

Now that Hewlett Packard Enterprise Co. and Juniper Networks Inc. this weekend settled with the U.S. Department of Justice, the $14 billion deal that will bring Juniper’s networking and security assets into the HPE portfolio will enable HPE to continue its transformation to a networking-first company. Many industry watchers, me included, had started to wonder if any agreement could be reached prior to the upcoming July 9 court date.

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Analysis: With HPE-Juniper deal now cleared, what’s ahead for customers?

Key takeaways from Cisco Live 2025

Jeetu Patel, Cisco Systems Inc.‘s president and chief product officer, told me before last week’s annual user event that it would be “the most consequential Cisco Live of the past decade and perhaps longer.” There were a few reasons for Patel’s bullishness. The first is artificial intelligence. The core tenet of my research is that share shifts happen when markets transition, and Cisco’s ability to articulate its strategy now will allow it to rise when the AI tide does.

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Key takeaways from Cisco Live 2025

Five thoughts from Cisco’s second-quarter earnings

Cisco Systems Inc. managed to put up a strong “beat and raise” in its fiscal second-quarter earnings this week, and investors took the news positively as the stock is trading at an all-time high, excluding the overvaluation during the dot-com bubble.

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Five thoughts from Cisco’s second-quarter earnings

Preparing for the Super Bowl requires defense to be played off the field

The Kansas City Chiefs and Philadelphia Eagles have almost two weeks to develop a game plan for Super Bowl LIX in New Orleans Sunday, Feb. 9, but the technology team starts well before that. In fact, the planning and strategy for the next championship game — Super Bowl LX, which will be held in Levi’s Stadium in Santa Clara in February 2026 — are well underway.

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Preparing for the Super Bowl requires defense to be played off the field