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.
Extreme Networks Inc. is holding its user event, Extreme Connect 2025 this week in Paris — a fitting city for the event as it’s home to many customers of Extreme, including the Musee d’Orsay and Charles De Gaulle Airport. The cloud networking provider used the event to announce several new products that focused on making the network simpler to deploy and easier to manage.
Networking giant Cisco Systems Inc. announced a solid third quarter Wednesday, posting a beat and raise. Here are my top five thoughts from this quarter.
Riverbed Technology LLC Tuesday kicked off its 23rd anniversary with the biggest product launch in almost a decade. The company that pioneered wide-area network optimization introduced major enhancements to its acceleration technology to help enterprises manage the explosive growth of data and artificial intelligence workloads.