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.
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.
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.
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.
It’s NRF week in New York, which allows technology vendors to showcase innovation for the retail industry, and at the National Retail Federation show, HPE Aruba Networking rolled out several new products to help retailers tackle industry-specific challenges. They included providing backup connectivity for mission-critical apps, supporting pop-up stores and simplifying information technology infrastructure deployment in retail environments.