There's a little secret inside the networking technology markets: The battle between Cisco, VMware, and a gaggle of startups to take leadership in the Software Defined Networking (SDN) has
Is Calix Networks (CALX) back? Skeptics who have burned before might have reason for caution, but the company's earnings beat gives the optimists a reason to look forward to
Apple shares enjoyed modest gains this morning after a solid earnings report yielding $10.3 billion in cash flow for the quarter. The stock rose $1.50 (1.5%) to $96.22 in
Verizon's solid earnings results and robust capital spending (capex) bode well for continued spending among wireless technology providers, although some analysts expect spending to remain flatten out in the
Communications equipment suppliers are ready to report on the second quarter. Earnings in the next few quarters will be interesting to watch with major shifts occurring in telecom spending,
Virtualization and Software Defined Networking (SDN) are taking over data-center networks, but many question whether the technology is ready to penetrate deeply into large, global service provider networks. An
Remember how Google was the company would make money without being evil? Google's WiFi snooping may well be the biggest black mark on Google's aspirations of non-evilness.
Facebook's new "Wedge" platform is the chatter of the networking world. Why is that? It encapsulates the new genre of powerful, open networking platforms, including Software Defined Networking (SDN)
Pluribus Networks seems to be stacking up partners as fast as its server switches. Today the Software Defined Networking (SDN) startup announced a deal with Arrow Electronics to co-produce
In a move that demonstrates the growing urgency for traditional networking technology vendors to adopt open approaches to Software Defined Networking (SDN), Extreme Networks (EXTR) has joined the Open
Davra Networks came out of stealth mode this week, with a plan that seems to be a public relations dream. Take the Internet of Things (Iot) and combine it
Afore Solutions, a cloud security startup based in Ottawa, Ontario, has locked up another deal in cloud security technology, adding a partnership with Microsoft's Bitlocker encryption to the mix.
If there was any doubt that there's a rush to acquire SDN startups, this morning it's been confirmed. Cisco Systems (CSCO) has announced its intent to acquire Tail-f Systems,
The chatter about John Chambers' coming retirement appears to have accelerated and has "half the Cisco world freaked out," according to a former high-ranking Cisco executive.
Flash storage specialist SanDisk (SNDK), a well-performing company whose stock has recently been hitting new highs, will acquire storage system maker Fusion-io (FIO) for $1.1B in cash, adding another
Earlier this week, Ciena launched the 8700 Packetwave, an important new line of optical networking boxes aimed at solving the challenges of handling the boom in cloud applications and
Cisco Systems (CSCO) is in the midst of cooking up a large reorg plan that may include Chairman and CEO John Chambers announcing his retirement as early as this
Shares of Arista Networks (ANET) soared on its trading debut today on Nasdaq, jumping 35 percent above a final offering price of $43, giving the company a market capitalization
Ciena (CIEN) shares vaulted nearly 20 percent in trading Thursday after the company released earnings that surprised analyst expectations and the company raised its earnings guidance for the year.
Sources on the Wall Street IPO desks expect Arista Networks shares to pop a bit on its IPO, which is now expected tomorrow, Friday, June 6. Arista's last price
With the Arista IPO imminent, one might be wondering what's happening with the next crop off networking vendors. The valuations of many startups the Software Defined Networking (SDN) market