Verizon's vendor bankruptcy and EchoStar ditching VMware also drew a lot of views.

Verizon is tapping Nvidia to power enterprise services running over the carrier’s 5G private network and mobile edge compute infrastructure.

Broadcom shrugged off the ability to grow the VMware business despite ongoing customer unrest.

While Nokia is making headway in the data center and cloud API space, its more traditional telecom radio access network business continues to battle.

The additions could be important for some of its vendors but are not unique.

"We expect that 50% of operating profit going forward will come from Juniper," HPE CFO Marie Myers said.

Forrester Research Senior Analyst Alvin Nguyen explained that “tech execs need to pay attention to who Intel brings in as CEO."

CNAPP market surged 40% YoY in 2Q24, driven by demand for better visibility and governance of cloud assets.

It could be a month or it could take several years.

Dell’Oro Group in a recent report noted Nokia was No. 3 in market share for “high-end routers” behind Huawei and Cisco.

Overall growth is set to hit record levels in 2025.

“I've had customers put things on hold right now, and not just the Juniper side but both sides,” Forrester's Andre Kindness said.

The Department of Justice's scrutiny of Hewlett Packard Enterprise's proposed $14 billion acquisition of Juniper Networks likely stems from two critical issues.

ReThink Technology Research predicts 74% of data will be processed outside of traditional data centers by early in the next decade.

IoT Analytics did add that all three can claim a market victory.

"We'll probably see the opening potentially for the fixed-wireless access and for satellite to play in these broadband spaces,” Cisco's Robin Olds said.

AvidThink's Roy Chua explained that while “certification can be helpful,” the current process should not be viewed as an absolute.

“My personal, anecdotal experiences this last year has been a lot of the emotional, visceral reactions to what's happened," Red Hat's Andrew Sullivan said.

A recent enterprise survey and report from William Blair found “Broadcom’s acquisition of VMware continued to be disruptive for partners and customers alike."

“As you go into enterprise [artificial intelligence], we expect to place a more prominent role,” CEO Pat Gelsinger said.

But logistical challenges remain.

That attentiveness could be critical to Broadcom maintaining positive sentiment from its customers, many of whom are suffering through sticker shock.

Timing of that API-fueled edge revolution remains in question.

Analysys Mason's Gorkem Yigit noted that while the multicloud networking market “is expanding, it has lost some of the initial momentum.”